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Name Holding Trade Value Shares
Change
Change in
Stake
KWS
1101
Keystone Wealth Services
California
$268K -$581 -8 -0.2%
NAS
1102
Nicolet Advisory Services
Wisconsin
$268K +$244K +3,354 New
HL
1103
HeadInvest LLC
Maine
$268K -$4.21K -58 -2%
RMCM
1104
Reynders McVeigh Capital Management
Massachusetts
$267K -$2.18K -30 -0.8%
BLFG
1105
Brian Low Financial Group
Louisiana
$266K +$255K +3,517 New
CPW
1106
Cove Private Wealth
New York
$266K +$1.02K +14 +0.4%
LIP
1107
Lighthouse Investment Partners
Florida
$265K +$254K +3,502 New
SMA
1108
Sage Mountain Advisors
Georgia
$265K +$50.3K +693 +25%
APW
1109
Acima Private Wealth
Virginia
$265K
BIM
1110
Baldwin Investment Management
Pennsylvania
$263K -$29.4K -405 -10%
CI
1111
Conning Inc
Connecticut
$262K -$1.02K -14 -0.4%
CCM
1112
Conway Capital Management
California
$261K
LA
1113
Latitude Advisors
Florida
$261K +$28.5K +392 +13%
AWA
1114
Aaron Wealth Advisors
Illinois
$260K -$39.9K -550 -14%
QIM
1115
Quantitative Investment Management
Virginia
$260K +$250K +3,444 New
IFWM
1116
Institute for Wealth Management
Colorado
$260K
RAS
1117
RPS Advisory Solutions
Kentucky
$259K +$1.23K +17 +0.5%
MMA
1118
Mizuho Markets Americas
New York
$259K -$970K -13,356 -80%
TWM
1119
Tradition Wealth Management
Minnesota
$259K -$363 -5 -0.1%
LS
1120
Livforsakringsbolaget Skandia
Sweden
$259K
FFBTD
1121
First Financial Bank - Trust Division
Ohio
$258K -$2.83K -39 -1%
PHWM
1122
Pine Harbor Wealth Management
Maryland
$258K +$247K +3,403 New
EWA
1123
EverSource Wealth Advisors
Alabama
$258K +$26.8K +369 +12%
BWA
1124
Burt Wealth Advisors
Maryland
$258K
WSCM
1125
Wellington Shields Capital Management
New York
$258K