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Name Holding Trade Value Shares
Change
Change in
Stake
MAWA
651
Moss Adams Wealth Advisors
Washington
$306K +$9.95K +41 +3%
SWP
652
Stratos Wealth Partners
Ohio
$304K +$9.46K +39 +3%
FHA
653
Flagship Harbor Advisors
Massachusetts
$304K +$243 +1 +0.1%
PFS
654
Physicians Financial Services
North Carolina
$303K
PFS
655
Prospera Financial Services
Texas
$303K +$10.7K +44 +4%
CI
656
Corient IA
Florida
$303K +$315K +1,300 New
AUB
657
Atlantic Union Bankshares
Virginia
$302K
ONB
658
Old National Bancorp
Indiana
$301K -$107K -442 -25%
ACM
659
Advisors Capital Management
New Jersey
$298K +$971 +4 +0.3%
PAM
660
Panagora Asset Management
Massachusetts
$298K
UIA
661
Ulland Investment Advisors
Minnesota
$298K -$18.7K -77 -6%
KFC
662
Klingenstein Fields & Co
New York
$297K -$138K -569 -31%
OTL
663
Oak Thistle LLC
New York
$297K +$310K +1,277 New
FB
664
Fulton Bank
Pennsylvania
$297K -$3.64K -15 -1%
SIA
665
Strategic Investment Advisors
Michigan
$295K +$18K +74 +6%
QCG
666
Quadrant Capital Group
Ohio
$294K +$194K +800 +172%
ICP
667
Impact Capital Partners
Colorado
$294K -$17.2K -71 -5%
CCG
668
Chatham Capital Group
Georgia
$293K
ESB
669
Essex Savings Bank
Connecticut
$292K
WF
670
Womack Financial
Texas
$292K
BWM
671
BlackDiamond Wealth Management
New York
$291K -$196K -809 -41%
IFWM
672
Institute for Wealth Management
Colorado
$288K
JWCA
673
J.W. Cole Advisors
Florida
$286K +$299K +1,231 New
TPI
674
Trust Point Inc
Wisconsin
$286K +$1.46K +6 +0.5%
EWM
675
Empirical Wealth Management
Washington
$284K -$5.1K -21 -2%