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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1001
Bragg Financial Advisors
North Carolina
$334K -$22.8K -65 -7%
CB
1002
CNB Bank
Pennsylvania
$330K +$20.4K +58 +7%
FMWA
1003
Forvis Mazars Wealth Advisors
Missouri
$327K +$702 +2 +0.2%
XM
1004
XTX Markets
New York
$327K +$302K +861 New
RWM
1005
Ritholtz Wealth Management
New York
$324K +$54.1K +154 +22%
CA
1006
Cetera Advisors
Colorado
$322K -$32K -91 -10%
BS
1007
Boenning & Scattergood
Pennsylvania
$321K
IFS
1008
Ifrah Financial Services
Arkansas
$319K +$14K +40 +5%
KPW
1009
Kore Private Wealth
New York
$317K +$65K +185 +28%
CPA
1010
Clear Perspective Advisors
Illinois
$316K -$4.92K -14 -2%
KWM
1011
Kingsview Wealth Management
Oregon
$316K +$1.41K +4 +0.5%
VC
1012
Veery Capital
Delaware
$316K +$292K +832 New
DWT
1013
Dorsey & Whitney Trust
South Dakota
$315K -$13K -37 -4%
HZ
1014
Hixon Zuercher
Ohio
$315K
RMC
1015
Resources Management Corp
Connecticut
$313K
FHA
1016
Flagship Harbor Advisors
Massachusetts
$312K +$49.2K +140 +21%
SP
1017
Successful Portfolios
Florida
$311K +$4.92K +14 +2%
FFN
1018
Focus Financial Network
Minnesota
$309K +$13.7K +39 +5%
AF
1019
Arrow Financial
New York
$308K
RPWA
1020
Regent Peak Wealth Advisors
Georgia
$308K +$46K +131 +19%
TH
1021
TCTC Holdings
Texas
$307K
AIM
1022
Anchor Investment Management
South Carolina
$306K +$31.6K +90 +13%
BOC
1023
Barbara Oil Co
Illinois
$304K
ECM
1024
Elgethun Capital Management
South Dakota
$304K
HCA
1025
Horan Capital Advisors
Ohio
$304K