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Name Holding Trade Value Shares
Change
Change in
Stake
BFS
751
Bradley Foster & Sargent
Connecticut
$204K +$172K +1,318 New
KWA
752
Kingswood Wealth Advisors
California
$203K +$171K +1,312 New
SW
753
Simplicity Wealth
New Jersey
$202K +$171K +1,307 New
WB
754
WesBanco Bank
West Virginia
$201K +$170K +1,300 New
CWM
755
Centurion Wealth Management
Virginia
$201K +$170K +1,297 New
WT
756
Whittier Trust
California
$200K +$24.1K +184 +18%
PWPS
757
Pinnacle Wealth Planning Services
Ohio
$194K +$915 +7 +0.6%
OP
758
Oslo Pensjonsforsikring
$190K
MCM
759
MV Capital Management
Maryland
$186K +$523 +4 +0.3%
SBFM
760
S-Bank Fund Management
Finland
$183K +$155K +1,185 New
AAS
761
Ameritas Advisory Services
Nebraska
$173K +$146K +1,117 New
WTC
762
WhitTier Trust Company
Nevada
$159K -$21.6K -165 -15%
SWP
763
Strategic Wealth Partners
Ohio
$156K
AUB
764
Atlantic Union Bankshares
Virginia
$155K -$392 -3 -0.3%
LG
765
LAM Group
Oregon
$155K
HI
766
Harbour Investments
Wisconsin
$151K -$3.92K -30 -3%
HWA
767
HHM Wealth Advisors
Tennessee
$146K
EB
768
Eastern Bank
Massachusetts
$136K
SWM
769
Spire Wealth Management
Virginia
$133K -$1.96K -15 -2%
SA
770
Strategic Advocates
Utah
$129K -$24.8K -190 -19%
MPWT
771
MassMutual Private Wealth & Trust
Connecticut
$126K +$131 +1 +0.1%
CG
772
Curat Global
New Hampshire
$114K
CT
773
Colonial Trust
South Carolina
$111K
APFP
774
Action Point Financial Planning
Michigan
$109K +$92.7K +709 New
WA
775
WPG Advisers
Maryland
$108K -$654 -5 -0.7%