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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1126
Sendero Wealth Management
Texas
$284K
WF
1127
WoodTrust Financial
Wisconsin
$284K +$79 +1 +0%
PJWM
1128
Philip James Wealth Mangement
Georgia
$284K -$131K -1,663 -32%
PFA
1129
Pure Financial Advisors
California
$283K +$18K +229 +7%
FFBTD
1130
First Financial Bank - Trust Division
Ohio
$282K +$1.89K +24 +0.7%
RT
1131
Rockland Trust
Massachusetts
$282K -$14.1K -179 -5%
EA
1132
Eudaimonia Advisors
Tennessee
$280K -$16.9K -214 -6%
PA
1133
Procyon Advisors
Connecticut
$280K -$140K -1,774 -34%
JC
1134
JB Capital
Connecticut
$280K +$55.4K +703 +26%
FFP
1135
FourThought Financial Partners
Florida
$280K -$10.8K -137 -4%
QCG
1136
Quadrant Capital Group
Ohio
$278K +$4.96K +63 +2%
WWP
1137
WR Wealth Planners
Missouri
$278K +$5.36K +68 +2%
EFG
1138
Everhart Financial Group
Ohio
$277K +$269K +3,413 New
CWP
1139
Cyndeo Wealth Partners
Florida
$277K +$7.88K +100 +3%
BWA
1140
Burt Wealth Advisors
Maryland
$276K
WSCM
1141
Wellington Shields Capital Management
New York
$276K
DWA
1142
Delap Wealth Advisory
Oregon
$273K +$265K +3,368 New
CB
1143
Community Bank
New York
$273K -$23.6K -300 -8%
GL
1144
Graypoint LLC
New York
$272K +$264K +3,350 New
BL
1145
Balentine LLC
Georgia
$271K -$10.6K -134 -4%
AW
1146
Apricus Wealth
South Carolina
$270K -$23.6K -300 -8%
TWA
1147
TCI Wealth Advisors
Arizona
$269K +$709 +9 +0.3%
NGA
1148
Naples Global Advisors
Florida
$268K +$6.38K +81 +3%
LSAG
1149
Lake Street Advisors Group
New Hampshire
$268K +$17.1K +217 +7%
GGI
1150
Godsey & Gibb Inc
Virginia
$268K