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Name Holding Trade Value Shares
Change
Change in
Stake
BHBT
976
Burke & Herbert Bank & Trust
Virginia
$347K
FAG
977
Fortitude Advisory Group
Washington
$347K -$51.3K -1,473 -13%
MWM
978
Meridian Wealth Management
Kentucky
$346K +$351K +10,080 New
BP
979
Ballentine Partners
Massachusetts
$346K +$36.5K +1,048 +12%
PF
980
Phoenix Financial
Israel
$345K +$84.8K +2,436 +32%
ST
981
Smithfield Trust
Pennsylvania
$344K +$47.7K +1,370 +16%
SCP
982
Silverleafe Capital Partners
Tennessee
$344K
SPWM
983
Schrum Private Wealth Management
Florida
$343K +$2.58K +74 +0.7%
SWM
984
Spire Wealth Management
Virginia
$343K -$51.3K -1,474 -13%
CTC
985
Central Trust Company
Missouri
$343K -$37.8K -1,085 -10%
LWM
986
LJI Wealth Management
Indiana
$342K
MIM
987
Montgomery Investment Management
Maryland
$342K
CS
988
Cannell & Spears
New York
$341K -$201K -5,785 -37%
EIP
989
Ellis Investment Partners
Pennsylvania
$337K -$29.2K -839 -8%
SOW
990
State of Wyoming
Wyoming
$337K +$240K +6,909 +240%
BCWM
991
Bartlett & Co Wealth Management
Ohio
$336K -$2.85K -82 -0.8%
QFW
992
QTR Family Wealth
Florida
$336K +$26.9K +773 +9%
SIA
993
Soltis Investment Advisors
Utah
$335K -$8.56K -246 -2%
WJWM
994
Williams Jones Wealth Management
New York
$335K +$1.5K +43 +0.4%
EGA
995
E&G Advisors
Texas
$335K -$97.4K -2,800 -22%
WCM
996
Winthrop Capital Management
Indiana
$335K +$11.6K +332 +4%
GLF
997
Groupe la Francaise
France
$334K +$367K +10,539 +1,673%
OFG
998
Oxford Financial Group
Indiana
$333K +$19.5K +560 +6%
PCIA
999
Prime Capital Investment Advisors
Kansas
$332K -$12.3K -354 -4%
GFP
1000
Gryphon Financial Partners
Ohio
$331K -$4.11K -118 -1%