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Name Holding Trade Value Shares
Change
Change in
Stake
NW
1026
NewEdge Wealth
Pennsylvania
$218K -$9.62K -164 -4%
FDS
1027
Freedom Day Solutions
Texas
$217K
TWM
1028
Tradition Wealth Management
Minnesota
$217K -$22.4K -381 -10%
AT
1029
Arlington Trust
Alabama
$216K
SC
1030
Scotia Capital
Ontario, Canada
$216K +$207K +3,530 New
FFWM
1031
Future Financial Wealth Management
Ohio
$214K +$59 +1 +0%
GWM
1032
Geneos Wealth Management
Colorado
$214K -$117 -2 -0.1%
EARNEST Partners
1033
EARNEST Partners
Georgia
$214K -$11.2K -191 -5%
PFM
1034
Phillips Financial Management
Indiana
$214K -$939 -16 -0.5%
WCM
1035
Winebrenner Capital Management
Kentucky
$213K +$205K +3,486 New
VC
1036
Veery Capital
Delaware
$213K -$2.88K -49 -1%
TFF
1037
The Family Firm
Maryland
$213K +$204K +3,479 New
PTC
1038
Private Trust Company
Ohio
$211K -$821 -14 -0.4%
FOA
1039
Five Oceans Advisors
California
$210K -$22.8K -388 -10%
FLI
1040
Family Legacy Inc
South Carolina
$210K
GWP
1041
Gen-Wealth Partners
Michigan
$210K
F1I
1042
Fund 1 Investments
Puerto Rico
$210K +$202K +3,438 New
CL
1043
CLG LLC
California
$210K +$202K +3,435 New
RMCM
1044
Reynders McVeigh Capital Management
Massachusetts
$210K -$44.6K -760 -18%
OFP
1045
OLIO Financial Planning
Virginia
$210K +$201K +3,426 New
CWA
1046
Canvas Wealth Advisors
Kansas
$209K -$154K -2,617 -43%
KCP
1047
Kera Capital Partners
California
$208K +$200K +3,406 New
CC
1048
Centiva Capital
New York
$208K +$182K +3,109 +1,083%
DBIA
1049
Dumont & Blake Investment Advisors
New Jersey
$207K +$199K +3,392 New
WFS
1050
Walker Financial Services
Kentucky
$207K +$199K +3,387 New