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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1576
Canvas Wealth Advisors
Kansas
$717K -$505K -3,013 -38%
CLOS
1577
Compagnie Lombard Odier SCmA
Switzerland
$716K -$38.6K -230 -5%
CA
1578
Carson Advisory
Georgia
$716K +$46.3K +276 +6%
FFMBT
1579
First Farmers & Merchants Bank Trust
Tennessee
$714K +$9.06K +54 +1%
PCS
1580
Personal CFO Solutions
New Jersey
$714K +$114K +678 +17%
BLC
1581
Brown, Lisle/Cummings
Rhode Island
$712K +$228K +1,360 +41%
PHS
1582
Pekin Hardy Strauss
Illinois
$711K -$58.7K -350 -7%
PPP
1583
Private Portfolio Partners
New Jersey
$708K +$50.5K +301 +7%
FWTB
1584
First Western Trust Bank
Colorado
$707K +$777K +4,632 New
ITIM
1585
Indiana Trust & Investment Management
Indiana
$706K -$16.4K -98 -2%
WMA
1586
West Michigan Advisors
Michigan
$706K +$182K +1,083 +31%
BWM
1587
BNC Wealth Management
Oregon
$704K -$146K -873 -16%
LWP
1588
Lumature Wealth Partners
Georgia
$699K +$23.6K +141 +3%
MCM
1589
Maryland Capital Management
Maryland
$691K -$38.7K -231 -5%
RT
1590
Rockland Trust
Massachusetts
$691K
CW
1591
CreativeOne Wealth
Kansas
$690K +$143K +855 +23%
GWANC
1592
Guardian Wealth Advisors (North Carolina)
North Carolina
$683K -$137K -817 -15%
WDG
1593
Wealth Dimensions Group
Ohio
$682K -$49.8K -297 -6%
BONH
1594
Bank of New Hampshire
New Hampshire
$682K +$37.7K +225 +5%
TP
1595
Tranquility Partners
Tennessee
$681K +$5.03K +30 +0.7%
MA
1596
MJP Associates
Connecticut
$681K +$156K +933 +26%
DF
1597
Donoghue Forlines
Massachusetts
$679K +$746K +4,445 New
ST
1598
Sabal Trust
Florida
$678K +$23K +137 +3%
MSAM
1599
Moloney Securities Asset Management
Missouri
$677K +$106K +633 +17%
SWA
1600
Sutton Wealth Advisors
Florida
$671K +$4.36K +26 +0.6%