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Name Holding Trade Value Shares
Change
Change in
Stake
TWA
801
TCI Wealth Advisors
Arizona
$330K +$318 +2 +0.1%
SSB
802
Sandy Spring Bank
Maryland
$330K +$955 +6 +0.3%
GAA
803
Global Assets Advisory
Florida
$329K -$17.3K -109 -5%
CWM
804
Castle Wealth Management
Florida
$329K -$44.2K -278 -12%
TAM
805
Tocqueville Asset Management
New York
$329K +$6.36K +40 +2%
PWPS
806
Pinnacle Wealth Planning Services
Ohio
$328K -$26.4K -166 -7%
BFM
807
Boothbay Fund Management
New York
$328K +$338K +2,122 New
FWA
808
FSM Wealth Advisors
Ohio
$327K -$87.8K -552 -21%
PRS
809
Pinkerton Retirement Specialists
Idaho
$326K +$336K +2,112 New
CAG
810
Csenge Advisory Group
Florida
$326K +$67.8K +426 +25%
PA
811
Parallel Advisors
California
$325K +$18.8K +118 +6%
GL
812
Graypoint LLC
New York
$320K +$330K +2,074 New
SA
813
Shilanski & Associates
Alaska
$320K +$3.18K +20 +0.9%
First Manhattan
814
First Manhattan
New York
$318K
TNA
815
True North Advisors
Texas
$318K +$328K +2,060 New
ATC
816
Argent Trust Co
Tennessee
$317K -$35.8K -225 -10%
QCG
817
Quadrant Capital Group
Ohio
$317K -$6.2K -39 -2%
BCM
818
Brookstone Capital Management
Illinois
$317K -$80.5K -506 -19%
OWM
819
OneAscent Wealth Management
Alabama
$315K -$160K -1,005 -33%
FFA
820
Founders Financial Alliance
North Carolina
$313K +$318 +2 +0.1%
NF
821
Norwood Financial
Pennsylvania
$313K
PFPT
822
Pinnacle Financial Partners (Tennessee)
Tennessee
$313K -$20K -126 -6%
LC
823
Lincoln Capital
Nebraska
$312K +$322K +2,023 New
EWA
824
Exencial Wealth Advisors
Oklahoma
$312K +$318 +2 +0.1%
HC
825
HNP Capital
New York
$311K