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Name Holding Trade Value Shares
Change
Change in
Stake
NB
751
Northwest Bancshares
Pennsylvania
$234K +$226K +4,263 New
SWMP
752
Signature Wealth Management Partners
New Jersey
$234K +$227K +4,267 New
HHGA
753
Halbert Hargrove Global Advisors
California
$233K +$225K +4,241 New
TH
754
TCTC Holdings
Texas
$232K +$225K +4,232 New
GRP
755
Global Retirement Partners
California
$231K +$205K +3,853 New
BCV
756
Banque Cantonale Vaudoise
Switzerland
$231K +$223K +4,200 New
EWM
757
EPG Wealth Management
Georgia
$231K +$223K +4,206 New
SWA
758
SFMG Wealth Advisors
Texas
$231K +$224K +4,212 New
FFN
759
Focus Financial Network
Minnesota
$230K +$223K +4,193 New
OPS
760
Orion Portfolio Solutions
Nebraska
$228K +$221K +4,154 New
HIC
761
Holderness Investments Company
North Carolina
$228K +$221K +4,155 New
KP
762
Keel Point
Alabama
$227K +$219K +4,131 New
SFG
763
StrategIQ Financial Group
Indiana
$227K +$220K +4,140 New
Wealth Enhancement Advisory Services
764
Wealth Enhancement Advisory Services
Minnesota
$226K +$215K +4,050 New
GA
765
Geller Advisors
New York
$226K +$218K +4,114 New
IFWM
766
Institute for Wealth Management
Colorado
$225K +$217K +4,096 New
XF
767
XML Financial
Maryland
$225K +$218K +4,099 New
VCAM
768
Van Cleef Asset Management
Ohio
$224K +$217K +4,082 New
ACP
769
Aveo Capital Partners
Colorado
$223K +$215K +4,054 New
RMDI
770
R.M. Davis Inc
Maine
$222K +$215K +4,050 New
TBA
771
Tower Bridge Advisors
Pennsylvania
$220K +$213K +4,007 New
NCM
772
Noesis Capital Mangement
Florida
$220K +$213K +4,005 New
BFM
773
Boston Financial Management
Massachusetts
$219K +$211K +3,980 New
BTW
774
Boston Trust Walden
Massachusetts
$219K +$212K +3,995 New
RCA
775
Resonant Capital Advisors
Wisconsin
$218K +$207K +3,908 New