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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
1076
Venturi Wealth Management
Texas
$292K +$1.57K +18 +0.6%
FWM
1077
Focused Wealth Management
New York
$292K -$12.9K -148 -4%
APP
1078
Avantax Planning Partners
Iowa
$290K -$231K -2,657 -46%
CD
1079
Chapin Davis
Maryland
$288K
SCA
1080
Stillwater Capital Advisors
Pennsylvania
$286K +$273K +3,141 New
EWA
1081
EverSource Wealth Advisors
Alabama
$285K +$38.8K +446 +17%
FNA
1082
First National Advisers
Nebraska
$284K -$13.1K -150 -5%
CT
1083
Clearstead Trust
Maine
$284K -$3.48K -40 -1%
CS
1084
Capital Square
Tennessee
$283K -$43.5K -500 -14%
CI Investments Inc
1085
CI Investments Inc
Ontario, Canada
$283K +$76K +874 +39%
SEIA
1086
Signature Estate & Investment Advisors
California
$283K -$3.48K -40 -1%
MHIC
1087
Marble Harbor Investment Counsel
Massachusetts
$283K
CAM
1088
Cidel Asset Management
Ontario, Canada
$282K
HC
1089
Hamilton Capital
Ohio
$281K +$253K +2,905 New
SCA
1090
Sippican Capital Advisors
Massachusetts
$280K
NP
1091
Nilsine Partners
Colorado
$279K -$6.96K -80 -3%
NFG
1092
Norris Financial Group
South Carolina
$279K
TTWM
1093
TCV Trust & Wealth Management
Virginia
$278K
MWM
1094
Mosley Wealth Management
California
$277K
CIAS
1095
Capital Investment Advisory Services
North Carolina
$277K
CFD
1096
Creative Financial Designs
Indiana
$277K -$70.5K -810 -21%
RCM
1097
RB Capital Management
Nevada
$276K +$435 +5 +0.2%
NCFG
1098
New Century Financial Group
New Jersey
$276K +$264K +3,029 New
PCMN
1099
Paradigm Capital Management (Nevada)
Nevada
$275K +$262K +3,016 New
HBS
1100
Howard Bailey Securities
Indiana
$274K +$262K +3,007 New