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Name Holding Trade Value Shares
Change
Change in
Stake
WT
1201
Washington Trust
Rhode Island
$274K -$9.46K -215 -3%
CAM
1202
Close Asset Management
United Kingdom
$272K -$48.8K -1,110 -14%
HR
1203
Hardy Reed
Mississippi
$272K +$31.1K +706 +12%
GWMR
1204
GC Wealth Management RIA
Massachusetts
$272K -$26.5K -603 -8%
TWIM
1205
TIAA Wealth Investment Management
New York
$271K +$35.9K +816 +14%
FHC
1206
First Horizon Corporation
Tennessee
$271K -$320K -7,277 -52%
OIAM
1207
OFI Invest Asset Management
France
$271K +$332K +7,545 New
HSA
1208
HBK Sorce Advisory
Pennsylvania
$270K +$15.4K +349 +6%
BDFN
1209
Bond & Devick Financial Network
Minnesota
$268K +$17.4K +395 +6%
SWASL
1210
Spartan Wealth Advisory Services LLC
Michigan
$268K -$33.9K -770 -11%
Massachusetts Financial Services
1211
Massachusetts Financial Services
Massachusetts
$267K +$35.8K +814 +20%
WC
1212
Westerkirk Capital
$264K -$5.17M -117,578 -95%
CFSG
1213
Clark Financial Services Group
Missouri
$264K -$176 -4 -0.1%
EFS
1214
Essex Financial Services
Connecticut
$264K -$19.5K -444 -6%
ABWM
1215
Alpine Bank Wealth Management
Colorado
$263K -$88 -2 -0%
LC
1216
LCNB Corp
Ohio
$263K -$12.4K -283 -4%
SW
1217
SVB Wealth
Massachusetts
$263K -$35K -795 -11%
OMIC
1218
Old Mission Investment Co
Michigan
$262K +$278K +6,325 New
LOPW
1219
Live Oak Private Wealth
North Carolina
$262K -$1.85K -42 -0.7%
RIA
1220
Realta Investment Advisors
Delaware
$262K -$40.5K -920 -13%
SG
1221
Sienna Gestion
France
$261K +$273K +6,216 New
SCM
1222
SCS Capital Management
Massachusetts
$260K -$7.79K -177 -3%
CA
1223
Carson Advisory
Georgia
$260K +$279K +6,335 New
PAI
1224
Pittenger & Anderson Inc
Nebraska
$259K -$232K -5,285 -46%
AWAG
1225
ARS Wealth Advisors Group
Florida
$258K +$1.19K +27 +0.4%