Name Holding Trade Value Shares
Change
Change in
Stake
WMA
801
Wealth Management Associates
New Jersey
$247K – – –
1WA
802
180 Wealth Advisors
Washington
$246K +$296K +1,499 New
WP
803
WealthShield Partners
North Carolina
$244K -$304K -1,538 -53%
TIA
804
Tiemann Investment Advisors
California
$244K +$987 +5 +0.4%
TCOO
805
Trust Company of Oklahoma
Oklahoma
$242K – – –
GFS
806
GYL Financial Synergies
Connecticut
$242K -$19.3K -98 -7%
FMWA
807
Forvis Mazars Wealth Advisors
Missouri
$242K +$63K +319 +30%
YMRC
808
Yorktown Management & Research Company
Virginia
$242K +$276K +1,400 New
WB
809
WesBanco Bank
West Virginia
$241K +$43.2K +219 +19%
PB
810
Pinnacle Bancorp
Nebraska
$240K -$12K -61 -4%
THWM
811
Taylor Hoffman Wealth Management
Virginia
$239K – – –
SSW
812
Smith Shellnut Wilson
Mississippi
$238K -$164K -830 -38%
TAM
813
Taurus Asset Management
New York
$238K – – –
FFC
814
First Financial Corp
Indiana
$236K -$39.5K -200 -13%
EWM
815
Endurance Wealth Management
Rhode Island
$234K +$139K +702 +108%
FLPIM
816
F.L. Putnam Investment Management
Massachusetts
$232K -$133K -672 -33%
FAIM
817
Financial Advocates Investment Management
Washington
$232K +$31.6K +160 +14%
OPS
818
Orion Portfolio Solutions
Nebraska
$232K +$74.6K +378 +39%
CCM
819
Coldstream Capital Management
Washington
$232K +$265K +1,344 New
CAN
820
Cetera Advisor Networks
California
$230K -$323K -1,639 -55%
GIA
821
GHP Investment Advisors
Colorado
$228K +$4.93K +25 +2%
HC
822
Henshaw Capital
Massachusetts
$226K +$258K +1,309 New
MFG
823
Magnus Financial Group
New York
$226K +$28.4K +144 +12%
KIA
824
KCM Investment Advisors
California
$226K +$65.7K +333 +34%
MFW
825
Meristem Family Wealth
Minnesota
$224K -$3.95K -20 -2%