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Name Holding Trade Value Shares
Change
Change in
Stake
BCG
1226
Breakwater Capital Group
New Jersey
$710K +$16.2K +27 +2%
CWM
1227
Connecticut Wealth Management
Connecticut
$709K -$24.6K -41 -3%
PFBT
1228
Parkside Financial Bank & Trust
Missouri
$708K +$11.4K +19 +2%
PT
1229
Plimoth Trust
Massachusetts
$702K -$16.2K -27 -2%
IFG
1230
Independent Financial Group
California
$701K +$252K +419 +58%
EB
1231
Eastern Bank
Massachusetts
$699K -$199K -331 -23%
AWM
1232
Avior Wealth Management
Nebraska
$691K +$337K +561 +99%
Lord, Abbett & Co
1233
Lord, Abbett & Co
New Jersey
$689K -$280K -467 -29%
RMCM
1234
Reynders McVeigh Capital Management
Massachusetts
$688K +$4.2K +7 +0.6%
CIC
1235
Carnegie Investment Counsel
Ohio
$685K +$349K +582 +99%
PW
1236
Paladin Wealth
Minnesota
$685K +$70.9K +118 +12%
WCM
1237
Weaver Capital Management
Georgia
$683K -$101K -168 -13%
RWM
1238
Rockline Wealth Management
New York
$677K +$72.7K +121 +12%
VW
1239
Vance Wealth
California
$675K +$4.2K +7 +0.6%
CFP
1240
Catalyst Financial Partners
Massachusetts
$672K +$30.6K +51 +5%
PFG
1241
PAX Financial Group
Texas
$667K -$200K -333 -23%
1SB
1242
1ST Source Bank
Indiana
$666K +$601 +1 +0.1%
RPWA
1243
Regent Peak Wealth Advisors
Georgia
$662K -$81.7K -136 -11%
HIP
1244
HUB Investment Partners
Texas
$660K +$438K +729 +211%
BMCM
1245
Bryn Mawr Capital Management
Pennsylvania
$654K -$159K -264 -20%
MA
1246
MONECO Advisors
Connecticut
$650K -$103K -172 -14%
AWA
1247
Aaron Wealth Advisors
Illinois
$648K +$73.9K +123 +13%
FNT
1248
First National Trust
Pennsylvania
$637K -$13.8K -23 -2%
WBG
1249
Wharton Business Group
Pennsylvania
$635K
APW
1250
Aventura Private Wealth
Florida
$630K