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Name Holding Trade Value Shares
Change
Change in
Stake
CSWM
801
Cassady Schiller Wealth Management
Ohio
$261K +$18.1K +380 +7%
NHC
802
Nicholas Hoffman & Company
Georgia
$260K -$109K -2,285 -29%
SLI
803
Sumitomo Life Insurance
Japan
$259K -$40.3K -844 -13%
CWM
804
Cornerstone Wealth Management
Missouri
$258K +$58.1K +1,218 +29%
PP
805
PDS Planning
Ohio
$257K +$15.6K +327 +6%
AWM
806
Ameliora Wealth Management
Switzerland
$257K -$228K -4,770 -47%
AWA
807
Aaron Wealth Advisors
Illinois
$256K -$1.57K -33 -0.6%
MCM
808
Manchester Capital Management
Vermont
$255K +$3K +63 +1%
HA
809
Herold Advisors
New York
$254K
FPAS
810
Focus Partners Advisor Solutions
Missouri
$251K +$254K +5,334 New
TLFA
811
True Link Financial Advisors
California
$250K
WPC
812
Wedmont Private Capital
Pennsylvania
$250K +$23.1K +484 +10%
WAM
813
Watershed Asset Management
California
$248K
AGP
814
Autumn Glory Partners
Texas
$247K +$251K +5,265 New
GFP
815
Gryphon Financial Partners
Ohio
$247K +$251K +5,262 New
EVM
816
Evelyn V. Moreno
$247K
PA
817
PFG Advisors
Arizona
$246K +$31.6K +663 +15%
SOW
818
State of Wyoming
Wyoming
$245K -$1K -21 -0.4%
IA
819
IFP Advisors
Florida
$245K -$57.7K -1,210 -19%
AS
820
AM Squared
Hong Kong
$244K +$248K +5,200 New
CRC
821
Curi RMB Capital
Illinois
$244K +$429 +9 +0.2%
RCM
822
Raleigh Capital Management
North Carolina
$244K +$227K +4,762 +1,107%
LWM
823
Liberty Wealth Management
California
$243K +$334 +7 +0.1%
FCFC
824
First Citizens Financial Corp
Iowa
$243K +$246K +5,161 New
AIC
825
Archer Investment Corporation
Indiana
$243K -$95.3K -1,997 -28%