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Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
1151
Forvis Mazars Wealth Advisors
Missouri
$313K +$9.73K +82 +3%
SFA
1152
Sequoia Financial Advisors
Ohio
$311K
SSW
1153
Smith Shellnut Wilson
Mississippi
$309K -$20K -169 -5%
DIA
1154
Dana Investment Advisors
Wisconsin
$307K -$8.19K -69 -3%
HWA
1155
HCR Wealth Advisors
California
$307K
APP
1156
Avantax Planning Partners
Iowa
$306K +$11.3K +95 +4%
SNB
1157
Security National Bank
Nebraska
$304K
S
1158
SignatureFD
Georgia
$304K +$44.6K +376 +18%
IT
1159
Independence Trust
Tennessee
$301K -$2.73K -23 -0.9%
BJL
1160
Brighton Jones LLC
Washington
$301K +$294K +2,480 New
GBT
1161
Grove Bank & Trust
Florida
$299K +$28.5K +240 +11%
BB
1162
Bell Bank
North Dakota
$298K
IP
1163
Intellectus Partners
California
$298K +$9.02K +76 +3%
NQWM
1164
Northwest Quadrant Wealth Management
Oregon
$297K +$474 +4 +0.2%
DDC
1165
Daniel Devine & Co
Florida
$296K
SBSB
1166
Sullivan, Bruyette, Speros & Blaney
Virginia
$295K +$5.22K +44 +2%
WF
1167
Welch & Forbes
Massachusetts
$295K +$288K +2,424 New
SGK
1168
Steigerwald Gordon & Koch
Virginia
$291K +$13.6K +115 +5%
FFWA
1169
FRG Family Wealth Advisors
Washington
$290K
TFO
1170
Tarbox Family Office
California
$286K +$119K +1,000 +74%
CCA
1171
Conestoga Capital Advisors
Pennsylvania
$285K
FIM
1172
Foresters Investment Management
New York
$284K +$278K +2,340 New
FHA
1173
Flagship Harbor Advisors
Massachusetts
$283K -$8.9K -75 -3%
Tudor Investment Corp
1174
Tudor Investment Corp
Connecticut
$281K +$275K +2,316 New
EHC
1175
Everett Harris & Co
California
$280K