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Name Holding Trade Value Shares
Change
Change in
Stake
AFW
951
Avantra Family Wealth
Pennsylvania
$288K +$363 +2 +0.1%
SWM
952
Spire Wealth Management
Virginia
$288K +$36.9K +203 +15%
SFWC
953
Strategic Family Wealth Counselors
New Jersey
$287K +$545 +3 +0.2%
KFGK
954
Keystone Financial Group (Kentucky)
Kentucky
$286K +$278K +1,530 New
SB
955
Simmons Bank
Arkansas
$285K -$58.5K -322 -17%
TTWM
956
TCV Trust & Wealth Management
Virginia
$285K -$4.54K -25 -2%
CS
957
Cannell & Spears
New York
$284K +$276K +1,519 New
GHA
958
Granite Harbor Advisors
Texas
$283K +$45.8K +252 +20%
EFG
959
Ethos Financial Group
Pennsylvania
$281K
IEFM
960
IQ EQ Fund Management
Ireland
$281K
RPC
961
Rossmore Private Capital
Connecticut
$281K
OBGC
962
O'Brien Greene & Co
Pennsylvania
$281K -$1.45K -8 -0.5%
NFG
963
Nadler Financial Group
Illinois
$281K
MWA
964
MN Wealth Advisors
Kansas
$279K +$19.8K +109 +8%
ARMT
965
Amica Retiree Medical Trust
Rhode Island
$279K
FFC
966
Frederick Financial Consultants
Maryland
$277K +$1.27K +7 +0.5%
IFG
967
Independent Financial Group
California
$276K -$33.3K -183 -11%
BB
968
Berkshire Bank
Massachusetts
$276K
CPIG
969
Chicago Partners Investment Group
Illinois
$276K +$55.8K +307 +25%
ICP
970
Interchange Capital Partners
Pennsylvania
$276K +$268K +1,474 New
WCP
971
Wealthcare Capital Partners
Pennsylvania
$274K +$2.18K +12 +0.8%
PS
972
Planned Solutions
California
$273K +$363 +2 +0.1%
SCTC
973
Sanibel Captiva Trust Company
Florida
$273K -$4.54K -25 -2%
AIP
974
Ameritas Investment Partners
Nebraska
$271K +$9.81K +54 +4%
Fisher Asset Management
975
Fisher Asset Management
Washington
$271K -$57.4K -316 -18%