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Name Holding Trade Value Shares
Change
Change in
Stake
BRM
751
Boston Research & Management
Massachusetts
$642K
H
752
HoyleCohen
California
$641K
SWP
753
Stratos Wealth Partners
Ohio
$639K -$27.6K -362 -4%
BPA
754
Beacon Pointe Advisors
California
$635K -$17.4K -228 -3%
PTC
755
Private Trust Company
Ohio
$635K -$1.75K -23 -0.3%
MSFS
756
Main Street Financial Solutions
Pennsylvania
$635K +$40.3K +529 +7%
SCM
757
Schnieders Capital Management
California
$632K +$381 +5 +0.1%
BHIA
758
Birch Hill Investment Advisors
Massachusetts
$632K +$91.5K +1,200 +18%
CT
759
Caldwell Trust
Florida
$631K -$47.7K -625 -7%
GWAM
760
Guardian Wealth Advisors (Minnesota)
Minnesota
$631K -$1.98K -26 -0.3%
CFG
761
Citizens Financial Group
Rhode Island
$629K
FFC
762
First Financial Corp
Indiana
$628K +$5.26K +69 +0.9%
AW
763
ACG Wealth
Georgia
$628K +$38.1K +500 +7%
SAM
764
Sabadell Asset Management
Spain
$628K +$76.4K +1,002 +14%
SFSG
765
Sound Financial Strategies Group
Mississippi
$625K -$915 -12 -0.2%
TWM
766
Tolleson Wealth Management
Texas
$624K -$67K -878 -10%
SRC
767
Sage Rhino Capital
California
$623K +$8.85K +116 +1%
WC
768
Whitney & Co
New York
$622K -$11.4K -150 -2%
AOWM
769
Alpha Omega Wealth Management
Virginia
$621K -$26.7K -350 -4%
TBA
770
Tower Bridge Advisors
Pennsylvania
$610K -$64.1K -840 -10%
FBT
771
First Bankers Trust
Kentucky
$607K +$189K +2,478 +47%
FWM
772
Foresight Wealth Management
Utah
$606K -$42.2K -553 -7%
BMC
773
Beaton Management Company
Massachusetts
$605K +$72.5K +950 +14%
SAM
774
Selway Asset Management
$604K
PP
775
Patron Partners
Texas
$602K +$19.8K +259 +3%