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Name Holding Trade Value Shares
Change
Change in
Stake
SRG
826
SBB Research Group
Illinois
$213K +$214K +439 New
GG
827
Gofen & Glossberg
Illinois
$212K -$486 -1 -0.2%
CAM
828
Cresset Asset Management
Illinois
$211K -$65.7K -135 -24%
IIA
829
IPG Investment Advisors
California
$211K +$211K +434 New
SC
830
Sierra Capital
Florida
$210K
MWM
831
Mascoma Wealth Management
New Hampshire
$209K
WFI
832
West Family Investments
California
$209K
FNT
833
First National Trust
Pennsylvania
$207K -$7.3K -15 -3%
CFP
834
Curran Financial Partners
South Carolina
$206K +$206K +424 New
AWA
835
Aaron Wealth Advisors
Illinois
$203K +$203K +418 New
TIA
836
Trust Investment Advisors
Indiana
$203K +$204K +419 New
CAAS
837
Capital Asset Advisory Services
Michigan
$200K +$201K +413 New
JFGIW
838
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$195K +$37.5K +77 +28%
SOW
839
State of Wyoming
Wyoming
$190K +$86.1K +177 +82%
BFEC
840
Benjamin F. Edwards & Company
Missouri
$186K +$1.46K +3 +0.8%
AF
841
Allworth Financial
California
$186K +$62.7K +129 +51%
BBPWM
842
Blue Bell Private Wealth Management
Pennsylvania
$175K
SWA
843
Sutton Wealth Advisors
Florida
$173K
AWM
844
Avior Wealth Management
Nebraska
$172K
DCM
845
Dupont Capital Management
Delaware
$167K -$41.8K -86 -20%
AIM
846
Acropolis Investment Management
Missouri
$167K -$29.2K -60 -15%
BAM
847
Belpointe Asset Management
Nevada
$165K +$37.5K +77 +29%
FHA
848
First Horizon Advisors
Tennessee
$161K -$96.3K -198 -37%
FFC
849
First Financial Corp
Indiana
$160K +$4.86K +10 +3%
GRP
850
Global Retirement Partners
California
$156K +$36K +74 +36%