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Name Holding Trade Value Shares
Change
Change in
Stake
FFW
1851
Fusion Family Wealth
New York
$291K – – –
RCM
1852
Requisite Capital Management
Texas
$290K -$577K -1,942 -62%
ACWM
1853
Adams Chetwood Wealth Management
North Carolina
$290K – – –
SCM
1854
Schnieders Capital Management
California
$289K -$1.49K -5 -0.4%
11A
1855
10-15 Associates
New York
$289K – – –
FHA
1856
First Horizon Advisors
Tennessee
$289K +$31.8K +107 +10%
TA
1857
TCG Advisors
Texas
$289K +$356K +1,197 New
PAM
1858
PVG Asset Management
Colorado
$288K +$355K +1,193 New
AWM
1859
Argent Wealth Management
Massachusetts
$287K -$30.9K -104 -9%
BOS
1860
Bingham Osborn & Scarborough
California
$287K +$12.5K +42 +4%
PFBT
1861
Parkside Financial Bank & Trust
Missouri
$287K +$33K +111 +10%
SCI
1862
S&CO Inc
Massachusetts
$286K +$352K +1,184 New
CP
1863
Coho Partners
Pennsylvania
$284K – – –
CHA
1864
Carmichael Hill & Associates
Maryland
$284K +$22.3K +75 +7%
SCA
1865
Stonebridge Capital Advisors
Minnesota
$282K -$18.7K -63 -5%
DMC
1866
Drexel Morgan & Co
Pennsylvania
$282K – – –
SPIO
1867
Seven Post Investment Office
California
$281K – – –
TI
1868
tru Independence
Oregon
$281K – – –
WKWM
1869
Walter & Keenan Wealth Management
Indiana
$280K -$59.2K -199 -14%
EPA
1870
Element Pointe Advisors
Florida
$280K -$12.8K -43 -4%
AMCA
1871
Arthur M. Cohen & Associates
Illinois
$280K +$8.92K +30 +3%
FNT
1872
First Nebraska Trust
Nebraska
$279K – – –
FFS
1873
Founders Financial Securities
Maryland
$278K +$25.9K +87 +8%
LJAC
1874
L.J. Altfest & Co
New York
$276K +$339K +1,141 New
KFGK
1875
Keystone Financial Group (Kentucky)
Kentucky
$275K +$10.7K +36 +3%