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Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
826
Institute for Wealth Management
Colorado
$202K -$10K -151 -5%
CA
827
Claro Advisors
Massachusetts
$201K +$1.2K +18 +0.6%
UMB Bank
828
UMB Bank
Missouri
$196K -$864 -13 -0.4%
AIC
829
Archer Investment Corporation
Indiana
$194K +$3.32K +50 +2%
FWM
830
Focused Wealth Management
New York
$190K +$2.66K +40 +1%
AWM
831
Accel Wealth Management
Iowa
$188K +$1.79K +27 +0.9%
SIM
832
Sentry Investment Management
Wisconsin
$187K – – –
BWP
833
Baldwin Wealth Partners
Massachusetts
$174K – – –
TCOV
834
Trust Company of Vermont
Vermont
$170K -$13K -195 -7%
VWM
835
Venturi Wealth Management
Texas
$159K +$166K +2,505 New
Montag & Associates
836
Montag & Associates
Georgia
$146K – – –
MassMutual Private Wealth & Trust
837
MassMutual Private Wealth & Trust
Connecticut
$143K +$7.44K +112 +5%
SAI
838
Systematic Alpha Investments
New Jersey
$141K +$147K +2,218 New
Farther Finance Advisors
839
Farther Finance Advisors
California
$140K +$93K +1,400 +176%
SouthState Corp
840
SouthState Corp
Florida
$136K -$117K -1,766 -45%
AIM
841
Acropolis Investment Management
Missouri
$136K -$66 -1 -0%
Cullen/Frost Bankers
842
Cullen/Frost Bankers
Texas
$132K +$83.3K +1,254 +152%
AAG
843
Armstrong Advisory Group
Massachusetts
$130K – – –
Allworth Financial
844
Allworth Financial
California
$130K +$1.99K +30 +1%
TCM
845
Tradewinds Capital Management
Washington
$128K +$1.73K +26 +1%
Washington Trust
846
Washington Trust
Rhode Island
$127K – – –
WTA
847
Washington Trust Advisors
Massachusetts
$127K – – –
WB
848
Webster Bank
Connecticut
$127K – – –
WSCM
849
Wellington Shields Capital Management
New York
$127K – – –
EWM
850
Endurance Wealth Management
Rhode Island
$125K – – –