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Name Holding Trade Value Shares
Change
Change in
Stake
FFN
951
Focus Financial Network
Minnesota
$379K +$136K +1,818 +56%
GGI
952
Godsey & Gibb Inc
Virginia
$378K +$149K +2,000 +61%
AFG
953
Atomi Financial Group
New York
$377K -$30.5K -408 -7%
BHIA
954
Birch Hill Investment Advisors
Massachusetts
$375K
SWM
955
Segment Wealth Management
Texas
$374K -$4.04K -54 -1%
RWM
956
Revisor Wealth Management
Ohio
$373K -$319K -4,264 -45%
GCP
957
Garda Capital Partners
Minnesota
$373K +$390K +5,223 New
WA
958
WealthTrust Axiom
Pennsylvania
$371K -$29.9K -400 -7%
VV
959
Verity & Verity
South Carolina
$371K +$388K +5,194 New
CCB
960
Country Club Bank
Missouri
$370K -$20.2K -270 -5%
DAS
961
Dynamic Advisor Solutions
Arizona
$370K +$40.4K +541 +12%
MJP
962
Michael J. Puzo
$369K -$63.1K -845 -14%
IA
963
IFG Advisory
Georgia
$366K +$384K +5,133 New
FFG
964
Fortem Financial Group
California
$365K -$28.9K -387 -7%
EHAM
965
Eagle Harbor Asset Management
Washington
$362K -$30.1K -403 -7%
SWM
966
SeaCrest Wealth Management
New York
$361K -$31.2K -418 -8%
FSA
967
Franklin Street Advisors
North Carolina
$360K
MCM
968
Manchester Capital Management
Vermont
$360K +$22.3K +298 +6%
VSQM
969
V-Square Quantitative Management
Illinois
$358K +$29.2K +391 +8%
BIA
970
Bigelow Investment Advisors
Maine
$358K -$7.62K -102 -2%
PWM
971
Partnership Wealth Management
Maryland
$357K
MA
972
MKT Advisors
California
$356K
WTB
973
Washington Trust Bank
Washington
$356K -$1.94K -26 -0.5%
EFG
974
Everhart Financial Group
Ohio
$355K +$117K +1,563 +46%
FFA
975
First Foundation Advisors
California
$355K +$33.6K +450 +10%