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Name Holding Trade Value Shares
Change
Change in
Stake
Crestwood Advisors Group
926
Crestwood Advisors Group
Massachusetts
$365K +$46.7K +242 +15%
LNB
927
Ledyard National Bank
$364K – – –
PWP
928
Principle Wealth Partners
Connecticut
$364K – – –
WWP
929
WR Wealth Planners
Missouri
$363K +$3.09K +16 +0.9%
HB Wealth Management
930
HB Wealth Management
Georgia
$363K +$77.2K +400 +27%
HBT
931
Heartland Bank & Trust
Illinois
$363K +$360K +1,864 New
RIA
932
Realta Investment Advisors
Delaware
$360K -$17.7K -92 -5%
SCA
933
Sippican Capital Advisors
Massachusetts
$360K – – –
FRA
934
Front Row Advisors
California
$360K +$357K +1,850 New
SIM
935
Studio Investment Management
Illinois
$358K +$355K +1,841 New
TA
936
Townsend & Associates
Colorado
$355K – – –
Coldstream Capital Management
937
Coldstream Capital Management
Washington
$353K +$11.2K +58 +3%
RZH
938
Relyea Zuckerberg Hanson
Connecticut
$351K +$72K +373 +26%
SP
939
Symmetry Partners
Connecticut
$351K – – –
Profund Advisors
940
Profund Advisors
Maryland
$351K -$28.4K -147 -8%
FFA
941
Florida Financial Advisors
Florida
$351K +$61K +316 +21%
SWMG
942
Sanchez Wealth Management Group
Florida
$350K – – –
Fidelity International
943
Fidelity International
Bermuda
$350K +$347K +1,799 New
MWA
944
MN Wealth Advisors
Kansas
$348K +$16.6K +86 +5%
PWLP
945
Prio Wealth Limited Partnership
Massachusetts
$348K -$2.51K -13 -0.7%
WI
946
Wintrust Investments
Illinois
$346K -$863K -4,473 -72%
MPW
947
Monterey Private Wealth
California
$345K – – –
Pinnacle Associates
948
Pinnacle Associates
New York
$344K -$102K -530 -23%
Summit Financial
949
Summit Financial
New Jersey
$344K +$85.1K +441 +33%
AFC
950
AFT Forsyth & Company
Florida
$343K – – –