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Name Holding Trade Value Shares
Change
Change in
Stake
TP
701
Tranquility Partners
Tennessee
$320K -$118K -1,837 -29%
MHR
702
Matthew Hamilton Rosenberg
$319K +$192 +3 +0.1%
BS
703
Boenning & Scattergood
Pennsylvania
$319K +$30.1K +470 +12%
SC
704
Searle & Co
Connecticut
$318K – – –
Buckingham Strategic Wealth
705
Buckingham Strategic Wealth
Missouri
$318K +$5.95K +93 +2%
TCM
706
Tradewinds Capital Management
Washington
$316K +$1.66K +26 +0.6%
Wedmont Private Capital
707
Wedmont Private Capital
Pennsylvania
$315K -$93.1K -1,455 -25%
SignatureFD
708
SignatureFD
Georgia
$315K +$4.03K +63 +1%
Park Avenue Securities
709
Park Avenue Securities
New York
$312K -$373K -5,829 -57%
NC
710
NovaPoint Capital
Georgia
$311K – – –
TIM
711
Thompson Investment Management
Wisconsin
$311K – – –
BFG
712
Barber Financial Group
Kansas
$308K -$18.8K -294 -6%
Curi RMB Capital
713
Curi RMB Capital
Illinois
$308K – – –
KCM
714
KRS Capital Management
Michigan
$308K +$4.93K +77 +2%
RWA
715
Ropes Wealth Advisors
Massachusetts
$305K +$21.9K +342 +9%
OQS
716
Occudo Quantitative Strategies
Florida
$305K +$277K +4,322 New
SB
717
Strategic Blueprint
Georgia
$298K +$270K +4,224 New
ARG
718
Advisory Resource Group
Oklahoma
$297K -$21.9K -342 -8%
Vise Technologies
719
Vise Technologies
New York
$291K -$128 -2 -0%
THWM
720
Taylor Hoffman Wealth Management
Virginia
$291K – – –
VWA
721
Visionary Wealth Advisors
Illinois
$291K +$263K +4,115 New
CCG
722
Cypress Capital Group
Florida
$290K – – –
Hancock Whitney
723
Hancock Whitney
Mississippi
$285K -$14.1K -221 -5%
TWP
724
Tower Wealth Partners
Pennsylvania
$285K +$2.62K +41 +1%
Empirical Wealth Management
725
Empirical Wealth Management
Washington
$285K +$258K +4,036 New