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Name Holding Trade Value Shares
Change
Change in
Stake
GWS
1401
Glassman Wealth Services
Virginia
$218K +$7.8K +19 +4%
CWP
1402
Cyndeo Wealth Partners
Florida
$218K +$201K +489 New
AG
1403
Ascent Group
Virginia
$218K +$200K +488 New
WCFA
1404
Walkner Condon Financial Advisors
Wisconsin
$213K +$196K +478 New
SSB
1405
Sandy Spring Bank
Maryland
$213K +$4.93K +12 +3%
CIC
1406
Crawford Investment Counsel
Georgia
$211K +$195K +474 New
MAM
1407
McLean Asset Management
Virginia
$211K +$194K +472 New
OCM
1408
One Capital Management
California
$210K +$193K +471 New
TVAMP
1409
Tennessee Valley Asset Management Partners
Tennessee
$209K +$193K +470 New
MIA
1410
Milestone Investment Advisors
Wisconsin
$207K +$191K +465 New
Loomis, Sayles & Company
1411
Loomis, Sayles & Company
Massachusetts
$207K -$58.3K -142 -23%
BBNA
1412
Bremer Bank National Association
Minnesota
$207K +$190K +464 New
PSP
1413
Principal Street Partners
Tennessee
$205K -$126K -306 -40%
EL
1414
EWA LLC
Pennsylvania
$204K +$196K +477 New
FSA
1415
Fort Sheridan Advisors
Illinois
$204K +$188K +457 New
LF
1416
LifeSteps Financial
California
$202K +$186K +454 New
LOPW
1417
Live Oak Private Wealth
North Carolina
$202K +$186K +454 New
CWP
1418
Concord Wealth Partners
Virginia
$201K +$20.5K +50 +12%
MAA
1419
Matrix Asset Advisors
New York
$201K +$185K +450 New
MFA
1420
McClarren Financial Advisors
Pennsylvania
$200K +$411 +1 +0.2%
CFO
1421
CVA Family Office
Colorado
$198K +$21.3K +52 +13%
AWM
1422
Atticus Wealth Management
Florida
$194K +$57.5K +140 +47%
OLVIG
1423
Oliver Lagore Vanvalin Investment Group
Michigan
$194K +$80.5K +196 +82%
PPC
1424
Park Place Capital
Alabama
$194K +$7.8K +19 +5%
HB
1425
Horizon Bancorp
Indiana
$193K -$4.11K -10 -2%