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Name Holding Trade Value Shares
Change
Change in
Stake
CSIC
901
Clifford Swan Investment Counsel
California
$314K +$2.39K +32 +0.8%
IAS
902
Investment Advisory Services
Texas
$313K +$12.1K +162 +4%
MW
903
Marcum Wealth
Ohio
$312K +$30.3K +405 +12%
PFGIA
904
Patriot Financial Group Insurance Agency
Massachusetts
$309K -$295K -3,951 -51%
TWP
905
Tempus Wealth Planning
California
$308K +$75 +1 +0%
MPM
906
Meritage Portfolio Management
Kansas
$307K -$2.28M -30,545 -89%
EM
907
Excalibur Management
Massachusetts
$307K -$747 -10 -0.3%
SQA
908
Simon Quick Advisors
New Jersey
$306K +$25.9K +347 +10%
CCA
909
Catalyst Capital Advisors
New York
$306K +$277K +3,705 New
LWL
910
Leo Wealth LLC
Texas
$304K +$896 +12 +0.3%
DA
911
Dover Advisors
Virginia
$301K
VDI
912
Vaughan David Investments
Illinois
$296K
ISL
913
Ingalls & Snyder LLC
New York
$295K +$29.9K +400 +13%
WAL
914
W Advisors LLC
Tennessee
$294K +$7.84K +105 +3%
MCAI
915
Members Capital Advisors Inc
Wisconsin
$293K
EI
916
Ellevest Inc
New York
$293K -$19K -254 -7%
AWM
917
Aprio Wealth Management
Georgia
$291K +$264K +3,534 New
SF
918
Symphony Financial
Texas
$291K +$264K +3,533 New
PBO
919
Peoples Bank (Ohio)
Ohio
$291K -$102K -1,363 -28%
MA
920
MCF Advisors
Kentucky
$290K +$2.69K +36 +1%
BC
921
Bridgefront Capital
Texas
$290K +$263K +3,515 New
LFG
922
Lockerman Financial Group
California
$289K -$9.49K -127 -4%
CIA
923
Cladis Investment Advisory
Montana
$289K
BB
924
Busey Bank
Illinois
$289K +$4.86K +65 +2%
SCTC
925
Sanibel Captiva Trust Company
Florida
$287K +$224 +3 +0.1%