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Name Holding Trade Value Shares
Change
Change in
Stake
WF
1001
Williams Financial
Vermont
$344K -$34.3K -425 -9%
FNBT
1002
FineMark National Bank & Trust
Florida
$342K -$166K -2,060 -32%
IF
1003
Insight Folios
North Carolina
$340K +$9.7K +120 +3%
KW
1004
KWB Wealth
California
$340K +$359K +4,446 New
IWM
1005
IHT Wealth Management
Illinois
$339K +$79.2K +980 +28%
CWP
1006
Cyndeo Wealth Partners
Florida
$339K +$359K +4,440 New
GP
1007
Girard Partners
Pennsylvania
$339K +$20.3K +251 +6%
CG
1008
Caprock Group
Idaho
$338K +$99.2K +1,228 +38%
PA
1009
Parallel Advisors
California
$338K +$30.7K +380 +9%
PCMC
1010
Paragon Capital Management (Colorado)
Colorado
$336K +$323 +4 +0.1%
9WM
1011
9258 Wealth Management
Ohio
$336K +$355K +4,389 New
WB
1012
Webster Bank
Connecticut
$335K
PA
1013
PFG Advisors
Arizona
$333K -$59.9K -742 -15%
VVP
1014
Venture Visionary Partners
Ohio
$332K -$12.2K -151 -3%
GCC
1015
Guardian Capital (Canada)
Ontario, Canada
$331K -$180K -2,233 -34%
MMHP
1016
Murphy Middleton Hinkle & Parker
Georgia
$330K +$162 +2 +0%
CPIA
1017
Cornell Pochily Investment Advisors
New York
$330K +$242 +3 +0.1%
GWA
1018
GGM Wealth Advisors
Maryland
$330K
HIC
1019
Holderness Investments Company
North Carolina
$329K
DWP
1020
Daymark Wealth Partners
Ohio
$329K +$347K +4,297 New
FFBTD
1021
First Financial Bank - Trust Division
Ohio
$328K -$17K -210 -5%
ESB
1022
Essex Savings Bank
Connecticut
$327K -$5.01K -62 -1%
AA
1023
Ancora Advisors
Ohio
$327K -$211K -2,615 -38%
VFA
1024
Voya Financial Advisors
Connecticut
$326K +$7.76K +96 +2%
SFG
1025
Summit Financial Group
West Virginia
$325K