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Name Holding Trade Value Shares
Change
Change in
Stake
NF
901
Norwood Financial
Pennsylvania
$339K -$11K -60 -3%
IFG
902
Independent Financial Group
California
$339K +$56.8K +311 +22%
SA
903
Shilanski & Associates
Alaska
$339K -$91.4K -500 -23%
MWM
904
Modern Wealth Management
Kansas
$338K +$313K +1,710 New
OL
905
Owen LaRue
Kentucky
$338K +$2.38K +13 +0.8%
FCP
906
Fidelis Capital Partners
Florida
$337K +$26.1K +143 +9%
SWA
907
Sax Wealth Advisors
New Jersey
$336K -$1.46K -8 -0.5%
SDIC
908
South Dakota Investment Council
South Dakota
$336K
MSFS
909
Main Street Financial Solutions
Pennsylvania
$335K -$56.5K -309 -15%
GIA
910
Guyasuta Investment Advisors
Pennsylvania
$335K
FFA
911
Florida Financial Advisors
Florida
$335K -$17.7K -97 -5%
TWM
912
TriaGen Wealth Management
California
$334K -$6.21K -34 -2%
CG
913
Cynosure Group
Utah
$332K +$307K +1,680 New
SIG
914
Sky Investment Group
Connecticut
$330K -$9.14K -50 -3%
LSAG
915
Lake Street Advisors Group
New Hampshire
$330K +$548 +3 +0.2%
VWM
916
Vigilare Wealth Management
Arizona
$327K +$5.85K +32 +2%
AI
917
Atom Investors
Texas
$327K -$306K -1,676 -50%
NB
918
Northwest Bancshares
Pennsylvania
$327K
BBHC
919
Brown Brothers Harriman & Co
New York
$326K -$2.74K -15 -0.9%
CT
920
Colonial Trust
South Carolina
$325K
ANBTV
921
American National Bank & Trust (Virginia)
Virginia
$325K +$300K +1,643 New
ISWM
922
Independent Solutions Wealth Management
New York
$322K -$11.9K -65 -4%
ATC
923
Argent Trust Co
Tennessee
$322K +$9.5K +52 +3%
FFC
924
First Financial Corp
Indiana
$320K
FMWA
925
Forvis Mazars Wealth Advisors
Missouri
$319K