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Name Holding Trade Value Shares
Change
Change in
Stake
FA
1151
Fiduciary Alliance
South Carolina
$344K +$335K +3,488 New
AG
1152
AlTi Global
New York
$344K +$8.36K +87 +3%
BA
1153
Ballew Advisors
Mississippi
$342K +$1.06K +11 +0.3%
MWM
1154
Meridian Wealth Management
Kentucky
$342K -$74K -771 -18%
VBFP
1155
Valtinson Bruner Financial Planning
Minnesota
$342K -$36.7K -382 -10%
SCP
1156
Sender Company & Partners
New York
$342K +$333K +3,466 New
BAWM
1157
Bennett Associates Wealth Management
Pennsylvania
$340K +$331K +3,445 New
FFA
1158
First Foundation Advisors
California
$338K -$73.7K -767 -18%
MA
1159
MKT Advisors
California
$338K -$29.7K -309 -9%
RMP
1160
Richards, Merrill & Peterson
Washington
$338K +$114K +1,184 +53%
MAM
1161
MMA Asset Management
Pennsylvania
$337K +$101K +1,048 +44%
CT
1162
Chicago Trust
Illinois
$336K -$199K -2,076 -38%
DTC
1163
Davidson Trust Company
Washington
$336K -$66.3K -690 -17%
PIA
1164
Panoramic Investment Advisors
Colorado
$335K +$326K +3,392 New
CRWM
1165
Castle Rock Wealth Management
California
$334K +$312K +3,252 New
ONST
1166
Old North State Trust
North Carolina
$333K -$2.4K -25 -0.7%
IAN
1167
Integrated Advisors Network
Texas
$332K -$86.4K -900 -21%
JIC
1168
Joel Isaacson & Co
New York
$332K -$5.38K -56 -2%
Members Trust
1169
Members Trust
Florida
$331K -$288 -3 -0.1%
DP
1170
Dearborn Partners
Illinois
$331K +$864 +9 +0.3%
ALAM
1171
Asahi Life Asset Management
Japan
$330K +$322K +3,350 New
JFA
1172
JNBA Financial Advisors
Minnesota
$330K +$9.22K +96 +3%
DWA
1173
Douglass Winthrop Advisors
New York
$329K -$96K -1,000 -23%
SWM
1174
SeaCrest Wealth Management
New York
$329K -$69.1K -720 -18%
SC
1175
Syon Capital
California
$329K +$84.4K +879 +36%