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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1551
BigSur Wealth Management
Florida
$324K +$47.1K +110 +17%
LA
1552
Legacy Advisors
Pennsylvania
$324K +$115K +268 +54%
PBO
1553
Peoples Bank (Ohio)
Ohio
$324K +$3K +7 +0.9%
OC
1554
Oakworth Capital
Alabama
$324K +$32.6K +76 +11%
SLC
1555
Second Line Capital
Louisiana
$324K +$17.1K +40 +6%
LA
1556
Latitude Advisors
Florida
$324K
CPIA
1557
Cornell Pochily Investment Advisors
New York
$322K +$324K +756 New
AOWM
1558
Asset One Wealth Management
Washington
$321K +$299K +697 New
HWMO
1559
Heritage Wealth Management (Ohio)
Ohio
$320K
ELM
1560
Elite Life Management
Florida
$320K +$306K +714 New
DOA
1561
D'Orazio & Associates
Virginia
$320K -$13.3K -31 -4%
WB
1562
Webster Bank
Connecticut
$319K -$122K -285 -28%
MM
1563
MQS Management
New York
$319K +$320K +747 New
CFO
1564
CVA Family Office
Colorado
$318K -$115K -269 -27%
SF
1565
Sun Financial
Utah
$318K +$320K +746 New
RCM
1566
Radnor Capital Management
Pennsylvania
$317K
CFG
1567
Cooper Financial Group
California
$316K -$138K -323 -30%
EFG
1568
Ethos Financial Group
Pennsylvania
$316K
GFA
1569
Gallagher Fiduciary Advisors
Illinois
$315K -$28.7K -67 -8%
1WA
1570
180 Wealth Advisors
Washington
$314K -$43.3K -101 -12%
CA
1571
Crewe Advisors
Utah
$314K -$3.85K -9 -1%
PPC
1572
Park Place Capital
Alabama
$314K -$371K -866 -54%
WC
1573
Wynn Capital
Georgia
$313K -$25.7K -60 -8%
MIM
1574
MTM Investment Management
South Carolina
$310K
CFS
1575
CRA Financial Services
New Jersey
$310K -$2.14K -5 -0.7%