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Name Holding Trade Value Shares
Change
Change in
Stake
SIS
1101
Sound Income Strategies
Florida
$279K +$19.5K +233 +8%
SXL
1102
Summit X LLC
Missouri
$279K +$273K +3,260 New
EHAM
1103
Eagle Harbor Asset Management
Washington
$279K -$29.3K -350 -10%
CT
1104
Chicago Trust
Illinois
$277K -$124K -1,486 -31%
NDSI
1105
Newman Dignan & Sheerar Inc
Rhode Island
$276K
PCS
1106
Personal CFO Solutions
New Jersey
$274K -$40.7K -486 -13%
RZH
1107
Relyea Zuckerberg Hanson
Connecticut
$274K +$43.9K +524 +19%
TWM
1108
Tradition Wealth Management
Minnesota
$273K +$168 +2 +0.1%
DP
1109
Dearborn Partners
Illinois
$271K -$1.26K -15 -0.5%
NB
1110
Northwest Bancshares
Pennsylvania
$271K
HPWM
1111
Highland Private Wealth Management
Washington
$270K +$20.6K +246 +8%
IWM
1112
IHT Wealth Management
Illinois
$268K
FMTCOCP
1113
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$266K +$14.8K +177 +6%
AWA
1114
Arete Wealth Advisors
Illinois
$266K +$99.8K +1,192 +34%
AT
1115
Arvest Trust
Oklahoma
$265K -$49.5K -591 -16%
TCA
1116
Transcend Capital Advisors
New Jersey
$265K -$2.51K -30 -0.9%
NP
1117
NorthRock Partners
Minnesota
$265K +$42.9K +512 +20%
CW
1118
CreativeOne Wealth
Kansas
$265K +$43.7K +522 +20%
AIM
1119
Anchor Investment Management
South Carolina
$265K -$4.19K -50 -2%
HI
1120
Humankind Investments
New York
$264K -$350K -4,181 -57%
FFN
1121
Focus Financial Network
Minnesota
$263K +$1.17K +14 +0.5%
DIA
1122
Dana Investment Advisors
Wisconsin
$263K +$260K +3,109 New
PFSC
1123
Peoples Financial Services Corp
Pennsylvania
$262K -$118K -1,410 -31%
IP
1124
Investment Partners
Ohio
$262K -$4.19K -50 -2%
LWP
1125
Lumature Wealth Partners
Georgia
$260K +$2.6K +31 +1%