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Name Holding Trade Value Shares
Change
Change in
Stake
PFSC
1101
Peoples Financial Services Corp
Pennsylvania
$231K
FWM
1102
FMB Wealth Management
California
$231K +$212K +3,148 New
ACA
1103
Atlas Capital Advisors
Wyoming
$230K +$2.56K +38 +1%
Nisa Investment Advisors
1104
Nisa Investment Advisors
Missouri
$230K +$67.4K +1,000 +47%
RIA
1105
Retirement Investment Advisors
Oklahoma
$229K +$198K +2,943 New
WRPWM
1106
Werba Rubin Papier Wealth Management
California
$229K +$211K +3,128 New
PDL
1107
Portfolio Design Labs
California
$229K +$210K +3,120 New
EBSAM
1108
Eubel Brady & Suttman Asset Management
Ohio
$228K -$7.21K -107 -3%
WTA
1109
Washington Trust Advisors
Massachusetts
$228K +$5.59K +83 +3%
SFI
1110
SPC Financial Inc
Maryland
$228K +$209K +3,106 New
KA
1111
Kozak & Associates
Colorado
$226K -$24.8K -368 -9%
WDC
1112
Woodward Diversified Capital
California
$225K +$207K +3,076 New
MWA
1113
Medallion Wealth Advisors
Connecticut
$225K
EGM
1114
Engineers Gate Manager
New York
$224K -$2.79M -41,438 -93%
LW
1115
Linscomb Wealth
Texas
$224K +$206K +3,058 New
SWA
1116
SFMG Wealth Advisors
Texas
$224K +$206K +3,054 New
ST
1117
Spinnaker Trust
Maine
$223K +$205K +3,049 New
DWM
1118
Diversify Wealth Management
Utah
$223K +$229K +3,400 New
JWA
1119
JFS Wealth Advisors
Pennsylvania
$222K
HS
1120
Horan Securities
United States
$222K -$40.1K -596 -16%
OPWM
1121
Oxinas Partners Wealth Management
Indiana
$222K +$204K +3,026 New
CPA
1122
Capital Performance Advisors
California
$220K +$203K +3,009 New
FFP
1123
FourThought Financial Partners
Florida
$220K +$202K +3,004 New
APP
1124
Avantax Planning Partners
Iowa
$220K +$202K +3,001 New
SLAM
1125
Swiss Life Asset Management
$220K -$129K -1,915 -39%