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Name Holding Trade Value Shares
Change
Change in
Stake
CCB
2451
Cutter & Co Brokerage
Missouri
$285K -$2.81K -7 -1%
WFA
2452
Wellspring Financial Advisors
Ohio
$284K +$401 +1 +0.1%
CFO
2453
Callan Family Office
Pennsylvania
$283K -$315K -785 -52%
XWM
2454
Xcel Wealth Management
Florida
$283K – – –
AIA
2455
AIMZ Investment Advisors
California
$283K – – –
CCM
2456
Crew Capital Management
Ohio
$281K -$161K -402 -36%
WTA
2457
Washington Trust Advisors
Massachusetts
$281K -$2.81K -7 -1%
FB
2458
First Bancorp
Maine
$281K -$3.21K -8 -1%
IWN
2459
Independent Wealth Network
Iowa
$280K -$15.7K -39 -5%
RTC
2460
Riverview Trust Company
Washington
$280K – – –
MAG
2461
MRA Advisory Group
New Jersey
$279K +$283K +706 New
HC
2462
Hendley & Co
Ohio
$279K – – –
AFAS
2463
Acorn Financial Advisory Services
Virginia
$278K -$3.21K -8 -1%
HCM
2464
Highview Capital Management
Illinois
$277K -$12K -30 -4%
PWA
2465
Phoenix Wealth Advisors
North Carolina
$277K – – –
FTA
2466
Financial & Tax Architects
Missouri
$277K +$281K +700 New
WHG
2467
Westwood Holdings Group
Texas
$277K +$60.2K +150 +27%
CC
2468
Courier Capital
New York
$277K – – –
CIAS
2469
CFS Investment Advisory Services
New Jersey
$275K -$14.9K -37 -5%
MWA
2470
Motive Wealth Advisors
Michigan
$275K -$15.7K -39 -5%
BG
2471
Benedetti & Gucer
Georgia
$275K – – –
BCP
2472
Blackhawk Capital Partners
Wisconsin
$275K – – –
PCM
2473
Prelude Capital Management
New York
$274K -$106K -265 -28%
KFA
2474
Kapstone Financial Advisors
Ohio
$274K – – –
MPW
2475
MGO Private Wealth
California
$274K +$278K +692 New