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Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
2251
J.W. Burns & Co
New York
$901K -$21.9K -187 -3%
TIA
2252
TCFG Investment Advisors
California
$900K +$11.9K +102 +1%
RWP
2253
Ridgecrest Wealth Partners
California
$900K +$19.2K +164 +2%
CT
2254
Colonial Trust
South Carolina
$899K -$237K -2,025 -22%
IPW
2255
Impact Partnership Wealth
Georgia
$899K +$283K +2,415 +53%
LIA
2256
LBMC Investment Advisors
Tennessee
$895K -$238K -2,032 -23%
BSSFA
2257
Baron Silver Stevens Financial Advisors
Florida
$895K +$22.6K +193 +3%
JSL
2258
JT Stratford LLC
Georgia
$895K -$8.31K -71 -1%
AMG
2259
Asset Management Group
Connecticut
$894K +$5.27K +45 +0.7%
AF
2260
Arrow Financial
New York
$891K -$3.86K -33 -0.5%
PBO
2261
Peoples Bank (Ohio)
Ohio
$891K +$10.4K +89 +1%
EFG
2262
Embree Financial Group
Illinois
$890K +$5.03K +43 +0.6%
HVIA
2263
Hudson Valley Investment Advisors
New York
$890K -$140K -1,199 -15%
RPGK
2264
Retirement Planning Group (Kansas)
Kansas
$888K -$38.4K -328 -5%
PTB
2265
Pioneer Trust Bank
Oregon
$887K -$70.7K -604 -8%
PS
2266
Planned Solutions
California
$886K +$19.9K +170 +3%
RA
2267
Riversedge Advisors
Delaware
$884K +$41.6K +355 +5%
PNAA
2268
Pictet North America Advisors
Switzerland
$883K
IMC
2269
Investment Management Corporation
Virginia
$883K +$14.4K +123 +2%
MPPHD
2270
Maloon Powers Pitre Higgins & Dennehy
California
$882K +$804K +6,865 New
KAS
2271
KPP Advisory Services
Kentucky
$882K -$115K -985 -13%
HTHT
2272
Hemenway Trust Hemenway Trust
New Hampshire
$882K -$2.34K -20 -0.3%
DTC
2273
Davidson Trust Company
Washington
$878K +$13.5K +115 +2%
CBT
2274
Crews Bank & Trust
Florida
$877K -$34.8K -297 -4%
LF
2275
LifePlan Financial
Minnesota
$876K -$26.2K -224 -3%