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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1051
Choate Investment Advisors
Massachusetts
$463K +$4.32K +10 +0.8%
SCI
1052
S&CO Inc
Massachusetts
$463K +$517K +1,196 New
AA
1053
Axiom Advisory
California
$462K -$186K -430 -26%
SICM
1054
Sustainable Insight Capital Management
New York
$459K -$160K -370 -24%
CA
1055
CGN Advisors
Kansas
$459K
NP
1056
NorthRock Partners
Minnesota
$459K +$242K +560 +89%
DF
1057
Donoghue Forlines
Massachusetts
$457K -$840K -1,945 -62%
MWM
1058
Modera Wealth Management
New Jersey
$457K +$2.16K +5 +0.4%
GCP
1059
GSA Capital Partners
United Kingdom
$454K +$223K +517 +79%
SWM
1060
Spire Wealth Management
Virginia
$453K -$76.9K -178 -13%
GFP
1061
Gryphon Financial Partners
Ohio
$452K +$22.9K +53 +5%
DA
1062
DSC Advisors
Illinois
$451K +$170K +393 +51%
CT
1063
Coastline Trust
Rhode Island
$448K -$484K -1,120 -49%
TA
1064
Trellis Advisors
Washington
$447K -$5.62K -13 -1%
HFW
1065
Horizon Family Wealth
Illinois
$446K +$2.16K +5 +0.4%
FHA
1066
Flagship Harbor Advisors
Massachusetts
$443K -$25.1K -58 -5%
IFWM
1067
Institute for Wealth Management
Colorado
$440K +$432 +1 +0.1%
TC
1068
Truvestments Capital
Florida
$439K -$3.02K -7 -0.6%
GLA
1069
Great Lakes Advisors
Illinois
$437K -$32.8K -76 -6%
LWAC
1070
Laurel Wealth Advisors (California)
California
$434K -$34.6K -80 -7%
WPP
1071
Whalerock Point Partners
Rhode Island
$432K
TWM
1072
Thrive Wealth Management
Pennsylvania
$431K +$46.2K +107 +11%
WA
1073
Wealth Architects
California
$427K +$35.4K +82 +8%
SWM
1074
Scissortail Wealth Management
Oklahoma
$423K +$88.1K +204 +23%
FNBOH
1075
First National Bank of Hutchinson
Kansas
$423K +$472K +1,093 New