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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1101
Spire Wealth Management
Virginia
$282K -$134K -1,779 -33%
CNB
1102
Camden National Bank
Maine
$282K +$271K +3,609 New
IFWM
1103
Institute for Wealth Management
Colorado
$281K -$5.26K -70 -2%
TWM
1104
Tradition Wealth Management
Minnesota
$281K -$75 -1 -0%
WTC
1105
WhitTier Trust Company
Nevada
$281K
TFS
1106
Thoroughbred Financial Services
Tennessee
$281K +$150 +2 +0.1%
ST
1107
Spinnaker Trust
Maine
$280K
CPIA
1108
Cornell Pochily Investment Advisors
New York
$279K +$226 +3 +0.1%
KWS
1109
Keystone Wealth Services
California
$278K -$601 -8 -0.2%
QCG
1110
Quadrant Capital Group
Ohio
$278K -$2.71K -36 -1%
CCA
1111
Childress Capital Advisors
Texas
$278K +$2.71K +36 +1%
AIM
1112
Acropolis Investment Management
Missouri
$277K -$96.7K -1,287 -27%
FFA
1113
Farther Finance Advisors
California
$277K +$25.6K +340 +11%
APW
1114
Acima Private Wealth
Virginia
$273K
CPW
1115
Cove Private Wealth
New York
$273K
SWM
1116
Sendero Wealth Management
Texas
$273K
WTG
1117
West Tower Group
Virginia
$273K +$263K +3,500 New
CLA
1118
Carnegie Lake Advisors
New Jersey
$273K +$263K +3,500 New
BWA
1119
Burt Wealth Advisors
Maryland
$273K +$3.31K +44 +1%
LW
1120
Linscomb Wealth
Texas
$272K -$25K -333 -9%
PCA
1121
Peddock Capital Advisors
Massachusetts
$270K +$75 +1 +0%
FFBTD
1122
First Financial Bank - Trust Division
Ohio
$269K
LA
1123
Latitude Advisors
Florida
$269K +$75 +1 +0%
IAS
1124
Insigneo Advisory Services
Florida
$268K -$39.5K -525 -13%
SW
1125
Solidarity Wealth
Utah
$266K -$451 -6 -0.2%