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Name Holding Trade Value Shares
Change
Change in
Stake
FFWM
1201
Future Financial Wealth Management
Ohio
$810K -$2.43K -127 -0.3%
P
1202
Pitcairn
Pennsylvania
$810K +$206K +10,761 +34%
SWA
1203
Sax Wealth Advisors
New Jersey
$810K -$71.6K -3,746 -8%
ST
1204
Smithfield Trust
Pennsylvania
$809K +$36.5K +1,910 +5%
CTA
1205
Chesley Taft & Associates
Illinois
$809K +$33.3K +1,743 +4%
ClearBridge Investments
1206
ClearBridge Investments
New York
$809K -$155K -8,104 -16%
GWM
1207
Gray Wealth Management
Maine
$808K +$49.5K +2,588 +7%
BIC
1208
Beach Investment Counsel
Pennsylvania
$801K
AUB
1209
Atlantic Union Bankshares
Virginia
$800K -$90.2K -4,719 -10%
CWP
1210
Cyndeo Wealth Partners
Florida
$800K +$139K +7,260 +21%
CFMC
1211
Curbstone Financial Management Corp
New Hampshire
$799K -$15.8K -828 -2%
CA
1212
Continuum Advisory
Idaho
$798K +$56.8K +2,974 +8%
AW
1213
Atlas Wealth
Ohio
$794K -$3.86K -202 -0.5%
NW
1214
Naviter Wealth
Arkansas
$793K +$79.1K +4,139 +11%
BIA
1215
Beacon Investment Advisors
Maryland
$793K -$32.2K -1,685 -4%
ST
1216
Somerset Trust
Pennsylvania
$793K -$20.1K -1,050 -2%
SFC
1217
Strategic Financial Concepts
Texas
$790K +$785K +41,055 New
PMG
1218
ProVise Management Group
Florida
$790K -$23.9K -1,253 -3%
RSWM
1219
Robertson Stephens Wealth Management
California
$787K +$111K +5,800 +17%
FCA
1220
FLC Capital Advisors
California
$786K -$88.6K -4,638 -10%
IIL
1221
Insight Inv LLC
California
$782K -$24.9K -1,305 -3%
TA
1222
TrueWealth Advisors
Alabama
$781K -$44.7K -2,337 -5%
BCM
1223
Becker Capital Management
Oregon
$780K +$17.4K +909 +2%
STA
1224
Summit Trail Advisors
New York
$779K +$439K +22,988 +131%
RF
1225
Rollins Financial
Georgia
$779K +$82.7K +4,329 +12%