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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1001
Spire Wealth Management
Virginia
$274K -$6.58K -36 -2%
EFG
1002
Ethos Financial Group
Pennsylvania
$273K
IEFM
1003
IQ EQ Fund Management
Ireland
$273K
RPC
1004
Rossmore Private Capital
Connecticut
$273K
OBGC
1005
O'Brien Greene & Co
Pennsylvania
$273K
WTG
1006
West Tower Group
Virginia
$273K +$274K +1,500 New
FNBT
1007
FineMark National Bank & Trust
Florida
$273K -$41.1K -225 -13%
1C
1008
111 Capital
France
$271K -$376K -2,056 -58%
FFC
1009
Frederick Financial Consultants
Maryland
$271K +$1.1K +6 +0.4%
AAS
1010
Ameritas Advisory Services
Nebraska
$269K +$160K +876 +146%
BB
1011
Berkshire Bank
Massachusetts
$269K
WCP
1012
Wealthcare Capital Partners
Pennsylvania
$268K +$1.65K +9 +0.6%
AFW
1013
Avantra Family Wealth
Pennsylvania
$268K -$12.6K -69 -4%
BSTWA
1014
Blake Schutter Theil Wealth Advisors
Ohio
$268K +$8.23K +45 +3%
OC
1015
Oarsman Capital
Wisconsin
$267K -$110K -600 -29%
CA
1016
Crane Advisory
California
$266K
SCTC
1017
Sanibel Captiva Trust Company
Florida
$265K
CIM
1018
Cambria Investment Management
California
$264K +$30.3K +166 +13%
AIP
1019
Ameritas Investment Partners
Nebraska
$264K +$183 +1 +0.1%
GHA
1020
Granite Harbor Advisors
Texas
$264K -$11.9K -65 -4%
WC
1021
Waterloo Capital
Texas
$264K +$3.11K +17 +1%
CCP
1022
Cane Capital Partners
Louisiana
$264K +$265K +1,448 New
BPW
1023
Bingham Private Wealth
California
$263K +$264K +1,445 New
SW
1024
Simplicity Wealth
New Jersey
$262K -$29.8K -163 -10%
RSWM
1025
Robertson Stephens Wealth Management
California
$261K -$209K -1,141 -44%