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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1001
Maridea Wealth Management
New York
$328K +$333K +1,579 New
CT
1002
Colonial Trust
South Carolina
$327K -$193K -913 -37%
M
1003
MOTCO
Texas
$327K
AFC
1004
AFT Forsyth & Company
Florida
$327K
PWP
1005
Perfromance Wealth Partners
Illinois
$326K +$6.75K +32 +2%
VHAM
1006
Van Hulzen Asset Management
California
$326K -$48.9K -232 -13%
YIH
1007
Y-Intercept (HK)
Hong Kong
$324K +$329K +1,558 New
DMBA
1008
Deseret Mutual Benefit Administrators
Utah
$323K +$151K +717 +86%
FNBTCON
1009
First National Bank & Trust Co of Newtown
Pennsylvania
$322K -$77K -365 -19%
MWA
1010
MN Wealth Advisors
Kansas
$322K +$2.11K +10 +0.7%
AA
1011
Armis Advisers
Georgia
$321K +$12.4K +59 +4%
SWA
1012
Strata Wealth Advisors
Texas
$321K -$1.69K -8 -0.5%
PS
1013
Planned Solutions
California
$320K
SFWC
1014
Strategic Family Wealth Counselors
New Jersey
$319K -$9.07K -43 -3%
CCMG
1015
Connecticut Capital Management Group
Connecticut
$318K +$211 +1 +0.1%
LFG
1016
Larson Financial Group
Missouri
$318K -$217K -1,031 -40%
OM
1017
OV Management
Minnesota
$318K -$994K -4,715 -76%
RCAG
1018
Rehmann Capital Advisory Group
Michigan
$317K +$44.1K +209 +16%
SB
1019
Simmons Bank
Arkansas
$317K
TTWM
1020
TCV Trust & Wealth Management
Virginia
$317K
BP
1021
BBR Partners
New York
$317K +$67.5K +320 +27%
WPC
1022
Wedmont Private Capital
Pennsylvania
$317K +$75.5K +358 +31%
TPI
1023
Trust Point Inc
Wisconsin
$316K +$321K +1,521 New
WB
1024
WesBanco Bank
West Virginia
$316K -$7.38K -35 -2%
SWMG
1025
Sanchez Wealth Management Group
Florida
$316K