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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
951
Valley Wealth Managers
New Jersey
$246K -$6.7K -170 -3%
LFA
952
Legacy Financial Advisors
Kentucky
$246K -$16.6K -420 -6%
VFA
953
Valeo Financial Advisors
Indiana
$246K -$6.31K -160 -3%
VFA
954
Values First Advisors
Tennessee
$245K -$43.7K -1,110 -15%
FP
955
Foundry Partners
Minnesota
$244K -$3.15K -80 -1%
NAM
956
NorthCrest Asset Manangement
Minnesota
$241K
WWM
957
Wolff Wiese Magana
California
$240K -$1.97K -50 -0.8%
TIA
958
Traphagen Investment Advisors
New Jersey
$240K +$10.6K +270 +5%
WAS
959
Winch Advisory Services
Wisconsin
$240K
CWA
960
CJM Wealth Advisers
Virginia
$240K
PVH
961
Psagot Value Holdings
Israel
$238K +$1.97K +50 +0.8%
AC
962
ASB Consultores
Florida
$237K +$234K +5,940 New
OWM
963
OneAscent Wealth Management
Alabama
$236K -$21.7K -550 -9%
NF
964
Nikulski Financial
Iowa
$230K
SIA
965
Sit Investment Associates
Minnesota
$230K
CG
966
Cutler Group
California
$229K -$1.15M -29,060 -83%
CL
967
Choreo LLC
Illinois
$228K +$225K +5,720 New
PTC
968
Private Trust Company
Ohio
$228K -$33.9K -860 -13%
PTC
969
Philadelphia Trust Company
Pennsylvania
$224K
CC
970
Courier Capital
New York
$224K
AIM
971
AHL Investment Management
Florida
$222K -$19.7K -500 -8%
GBT
972
Grove Bank & Trust
Florida
$222K -$72.1K -1,830 -25%
EH
973
Equitable Holdings
New York
$222K -$56K -1,420 -20%
MBT
974
Montecito Bank & Trust
California
$220K -$18.5K -470 -8%
SEC
975
Seven Eight Capital
New York
$220K +$217K +5,510 New