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Name Holding Trade Value Shares
Change
Change in
Stake
HOWA
1126
Heritage Oak Wealth Advisors
Florida
$282K +$282K +3,683 New
CCM
1127
Conway Capital Management
California
$279K -$9.57K -125 -3%
DJSG
1128
D.J. St. Germain
Massachusetts
$278K +$122K +1,600 +78%
CI
1129
Conning Inc
Connecticut
$276K
IFWM
1130
Institute for Wealth Management
Colorado
$276K
CPSC
1131
Carl P. Sherr & Co
Massachusetts
$275K -$47K -614 -15%
RAS
1132
RPS Advisory Solutions
Kentucky
$275K -$3.14K -41 -1%
TFS
1133
Thoroughbred Financial Services
Tennessee
$275K +$77 +1 +0%
CCA
1134
Childress Capital Advisors
Texas
$275K +$2.76K +36 +1%
HL
1135
HeadInvest LLC
Maine
$275K -$11.5K -150 -4%
ST
1136
Spinnaker Trust
Maine
$274K
CPIA
1137
Cornell Pochily Investment Advisors
New York
$274K +$306 +4 +0.1%
KWS
1138
Keystone Wealth Services
California
$272K -$536 -7 -0.2%
AIM
1139
Acropolis Investment Management
Missouri
$272K +$153 +2 +0.1%
RBI
1140
Raiffeisen Bank International
Austria
$271K +$272K +3,547 New
SF
1141
Synovus Financial
Georgia
$270K -$54.7K -714 -17%
SAM
1142
Smartleaf Asset Management
Massachusetts
$268K +$71K +928 +36%
CLA
1143
Carnegie Lake Advisors
New Jersey
$268K
APW
1144
Acima Private Wealth
Virginia
$268K
CPW
1145
Cove Private Wealth
New York
$268K
SWM
1146
Sendero Wealth Management
Texas
$268K
EA
1147
Everpar Advisors
Oklahoma
$267K +$48.9K +639 +22%
FFP
1148
FourThought Financial Partners
Florida
$266K +$266K +3,478 New
SMA
1149
Sage Mountain Advisors
Georgia
$265K +$266K +3,469 New
FFBTD
1150
First Financial Bank - Trust Division
Ohio
$263K