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Name Holding Trade Value Shares
Change
Change in
Stake
DWP
726
Daymark Wealth Partners
Ohio
$359K +$392K +1,035 New
SIC
727
Samalin Investment Counsel
New York
$357K -$758 -2 -0.2%
SC
728
Sierra Capital
Florida
$357K
1WA
729
180 Wealth Advisors
Washington
$355K +$29.2K +77 +8%
PA
730
Parallel Advisors
California
$354K -$363K -958 -48%
PT
731
Plimoth Trust
Massachusetts
$353K +$109K +288 +39%
DBRC
732
D.B. Root & Company
Pennsylvania
$351K +$384K +1,013 New
RAM
733
Readystate Asset Management
Illinois
$350K +$383K +1,010 New
CFG
734
Carr Financial Group
Massachusetts
$348K +$381K +1,004 New
OIA
735
OneDigital Investment Advisors
Kansas
$347K -$297K -783 -44%
OWA
736
ORBA Wealth Advisors
Illinois
$347K
TFA
737
Trinity Financial Advisors
Ohio
$347K
RPCONE
738
Retirement Planning Company of New England
Rhode Island
$343K +$111K +294 +42%
SVWAG
739
Sound View Wealth Advisors Group
Georgia
$343K -$5.31K -14 -1%
OC
740
Oakworth Capital
Alabama
$342K -$2.65K -7 -0.7%
DWT
741
Dorsey & Whitney Trust
South Dakota
$341K +$67.5K +178 +22%
MWA
742
MFA Wealth Advisors
Pennsylvania
$335K +$47.4K +125 +15%
FHA
743
Flagship Harbor Advisors
Massachusetts
$332K +$362K +956 New
PA
744
Pinnacle Associates
New York
$331K +$113K +297 +45%
BPCA
745
Bank Pictet & Cie (Asia)
Singapore
$325K -$797K -2,102 -69%
VT
746
Vise Technologies
New York
$322K -$91K -240 -21%
GLA
747
Great Lakes Advisors
Illinois
$320K -$62.9K -166 -15%
AI
748
AdvisorShares Investments
Maryland
$319K
IWM
749
IHT Wealth Management
Illinois
$319K +$6.82K +18 +2%
CI
750
Conning Inc
Connecticut
$319K -$17.1K -45 -5%