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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
1101
Bar Harbor Wealth Management
New Hampshire
$329K +$310K +3,365 New
JFA
1102
JNBA Financial Advisors
Minnesota
$329K +$10.1K +110 +3%
GD
1103
Grandfield & Dodd
New York
$327K -$92.2K -1,000 -23%
CWM
1104
Centurion Wealth Management
Virginia
$326K -$11.5K -125 -4%
SIA
1105
Serenity Investment Advisors
Illinois
$325K +$281K +3,053 New
RMP
1106
Richards, Merrill & Peterson
Washington
$324K +$13.7K +149 +5%
CBT
1107
Crews Bank & Trust
Florida
$324K -$40K -434 -12%
WA
1108
WBH Advisory
Maryland
$324K -$49.5K -537 -14%
LW
1109
Linscomb Wealth
Texas
$324K -$49.7K -539 -14%
CGA
1110
Crescent Grove Advisors
Illinois
$323K +$305K +3,309 New
SageView Advisory Group
1111
SageView Advisory Group
California
$323K +$6.17K +67 +2%
TWM
1112
Tortuga Wealth Management
California
$322K +$303K +3,290 New
BBA
1113
BLB&B Advisors
Pennsylvania
$321K -$103K -1,120 -25%
CT
1114
Chicago Trust
Illinois
$320K -$12.7K -138 -4%
PCM
1115
Polymer Capital Management
New York
$319K -$377K -4,091 -56%
SCI
1116
Silver Coast Investments
United States
$318K -$67.3K -730 -18%
SCP
1117
Sivia Capital Partners
California
$317K +$299K +3,246 New
Scotia Capital
1118
Scotia Capital
Ontario, Canada
$317K +$3.78K +41 +1%
Geneos Wealth Management
1119
Geneos Wealth Management
Colorado
$316K +$28.8K +313 +11%
LCWP
1120
Legacy Capital Wealth Partners
Arkansas
$316K +$89.1K +967 +43%
PFSC
1121
Peoples Financial Services Corp
Pennsylvania
$315K -$2.95K -32 -1%
Advisory Alpha
1122
Advisory Alpha
Michigan
$315K +$297K +3,222 New
Avidian Wealth Enterprises
1123
Avidian Wealth Enterprises
Texas
$314K -$92.7K -1,006 -24%
CL
1124
CSS LLC
Illinois
$313K +$295K +3,202 New
GWCM
1125
Godshalk Welsh Capital Management
Pennsylvania
$313K -$133K -1,445 -31%