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Name Holding Trade Value Shares
Change
Change in
Stake
GD
1101
Grandfield & Dodd
New York
$327K -$92.2K -1,000 -23%
CWM
1102
Centurion Wealth Management
Virginia
$326K -$11.5K -125 -4%
SIA
1103
Serenity Investment Advisors
Illinois
$325K +$281K +3,053 New
RMP
1104
Richards, Merrill & Peterson
Washington
$324K +$13.7K +149 +5%
CBT
1105
Crews Bank & Trust
Florida
$324K -$40K -434 -12%
WA
1106
WBH Advisory
Maryland
$324K -$49.5K -537 -14%
LW
1107
Linscomb Wealth
Texas
$324K -$49.7K -539 -14%
CGA
1108
Crescent Grove Advisors
Illinois
$323K +$305K +3,309 New
SAG
1109
SageView Advisory Group
California
$323K +$6.17K +67 +2%
TWM
1110
Tortuga Wealth Management
California
$322K +$303K +3,290 New
BBA
1111
BLB&B Advisors
Pennsylvania
$321K -$103K -1,120 -25%
CT
1112
Chicago Trust
Illinois
$320K -$12.7K -138 -4%
PCM
1113
Polymer Capital Management
New York
$319K -$377K -4,091 -56%
SCI
1114
Silver Coast Investments
United States
$318K -$67.3K -730 -18%
SCP
1115
Sivia Capital Partners
California
$317K +$299K +3,246 New
SC
1116
Scotia Capital
Ontario, Canada
$317K +$3.78K +41 +1%
GWM
1117
Geneos Wealth Management
Colorado
$316K +$28.8K +313 +11%
LCWP
1118
Legacy Capital Wealth Partners
Arkansas
$316K +$89.1K +967 +43%
PFSC
1119
Peoples Financial Services Corp
Pennsylvania
$315K -$2.95K -32 -1%
AA
1120
Advisory Alpha
Michigan
$315K +$297K +3,222 New
AWE
1121
Avidian Wealth Enterprises
Texas
$314K -$92.7K -1,006 -24%
CL
1122
CSS LLC
Illinois
$313K +$295K +3,202 New
GWCM
1123
Godshalk Welsh Capital Management
Pennsylvania
$313K -$133K -1,445 -31%
GWP
1124
Gen-Wealth Partners
Michigan
$313K -$136K -1,476 -32%
AA
1125
Auxano Advisors
Washington
$312K +$8.57K +93 +3%