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Name Holding Trade Value Shares
Change
Change in
Stake
PWP
951
Phillips Wealth Planners
Mississippi
$259K -$15.1K -231 -5%
DOA
952
D'Orazio & Associates
Virginia
$259K +$44.9K +689 +17%
WTC
953
WhitTier Trust Company
Nevada
$259K
KMWM
954
Keudell/Morrison Wealth Management
Oregon
$258K
JE
955
JMAC Enterprises
Pennsylvania
$255K
MNBTD
956
Moody National Bank Trust Division
Texas
$254K -$2.09K -32 -0.7%
CMP
957
Coston McIsaac & Partners
Maine
$254K +$5.87K +90 +2%
BWM
958
Birchcreek Wealth Management
Ohio
$253K +$16.7K +256 +6%
CA
959
Claro Advisors
Massachusetts
$249K +$15.5K +238 +6%
CMF
960
Counterpoint Mutual Funds
California
$248K +$291K +4,467 New
PWPS
961
Pinnacle Wealth Planning Services
Ohio
$247K +$391 +6 +0.1%
PFA
962
Pure Financial Advisors
California
$247K +$35.6K +545 +14%
VA
963
VestGen Advisors
Illinois
$246K -$12.9K -198 -4%
AA
964
Ancora Advisors
Ohio
$246K -$39.9K -612 -12%
ILI
965
Invesco LLC (Illinois)
Illinois
$246K +$52.2K +800 +22%
IAS
966
IMA Advisory Services
Colorado
$245K +$283K +4,344 +6,895%
SCM
967
Seascape Capital Management
New Hampshire
$240K -$9.53K -146 -3%
LI
968
LMCG Investments
Massachusetts
$240K
CWG
969
Cornerstone Wealth Group
North Carolina
$239K +$66.7K +1,022 +31%
GIM
970
Groesbeck Investment Management
New Jersey
$237K -$9.07K -139 -3%
MG
971
Marex Group
$235K +$276K +4,236 New
CCMG
972
Connecticut Capital Management Group
Connecticut
$235K -$1.63K -25 -0.6%
SAM
973
Smithbridge Asset Management
Pennsylvania
$235K -$19.5K -299 -7%
MHR
974
Matthew Hamilton Rosenberg
$232K +$27.2K +417 +11%
SFC
975
SYM Financial Corp
Indiana
$232K -$196 -3 -0.1%