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Name Holding Trade Value Shares
Change
Change in
Stake
OBGC
1001
O'Brien Greene & Co
Pennsylvania
$292K
CWM
1002
Connecticut Wealth Management
Connecticut
$291K -$772 -4 -0.3%
SWM
1003
Spire Wealth Management
Virginia
$290K +$8.49K +44 +3%
MAG
1004
M3 Advisory Group
Massachusetts
$289K +$3.86K +20 +1%
SF
1005
Synovus Financial
Georgia
$288K -$10.8K -56 -4%
TAM
1006
Titleist Asset Management
Texas
$288K +$286K +1,481 New
IFG
1007
Independent Financial Group
California
$288K +$285K +1,480 New
BB
1008
Berkshire Bank
Massachusetts
$287K
MA
1009
Montag & Associates
Georgia
$287K
BWL
1010
Bogart Wealth LLC
Virginia
$283K +$3.28K +17 +1%
FI
1011
FWG Investments
Kentucky
$280K +$277K +1,437 New
HL
1012
HeadInvest LLC
Maine
$277K
RCM
1013
Radnor Capital Management
Pennsylvania
$277K +$33.8K +175 +14%
KWA
1014
Kingswood Wealth Advisors
California
$277K -$115K -596 -30%
OWA
1015
Outlook Wealth Advisors
Texas
$273K +$59.6K +309 +28%
SAG
1016
SageView Advisory Group
California
$273K +$2.71M +14,071 New
CRI
1017
Colonial River Investments
Virginia
$273K -$712K -3,689 -72%
BIM
1018
Baldwin Investment Management
Pennsylvania
$272K
PC
1019
Pecaut & Co
Iowa
$272K -$193K -1,000 -42%
EGA
1020
E&G Advisors
Texas
$272K -$19.3K -100 -7%
Luther King Capital Management (LKCM)
1021
Luther King Capital Management (LKCM)
Texas
$272K
GWP
1022
Gen-Wealth Partners
Michigan
$272K +$270K +1,398 New
SFO
1023
Stokes Family Office
Louisiana
$272K +$30.1K +156 +13%
MSWM
1024
McGlone Suttner Wealth Management
Wisconsin
$270K +$47.8K +248 +22%
AWM
1025
Accurate Wealth Management
Florida
$268K +$3.86K +20 +1%