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Name Holding Trade Value Shares
Change
Change in
Stake
KMWM
976
Keudell/Morrison Wealth Management
Oregon
$205K +$202K +1,461 New
AWA
977
Arkadios Wealth Advisors
Georgia
$204K -$61.2K -442 -23%
LSIA
978
LaSalle St. Investment Advisors
Illinois
$204K +$202K +1,458 New
VSQM
979
V-Square Quantitative Management
Illinois
$202K +$200K +1,444 New
CFO
980
Collective Family Office
Pennsylvania
$202K -$4.16K -30 -2%
CIA
981
Choate Investment Advisors
Massachusetts
$202K -$58.5K -422 -23%
ECM
982
EagleClaw Capital Management
Massachusetts
$202K +$199K +1,440 New
Bank Julius Baer & Co
983
Bank Julius Baer & Co
Switzerland
$200K -$117K -848 -37%
BBHC
984
Brown Brothers Harriman & Co
New York
$199K -$51.4K -371 -21%
LFG
985
Larson Financial Group
Missouri
$182K +$277 +2 +0.2%
FCA
986
FinTrust Capital Advisors
South Carolina
$174K +$24.5K +177 +17%
NIMI
987
Natixis Investment Managers International
France
$167K -$10.8K -78 -6%
PFBT
988
Parkside Financial Bank & Trust
Missouri
$161K +$14.4K +104 +10%
FHA
989
First Horizon Advisors
Tennessee
$161K +$5.4K +39 +4%
MPWT
990
MassMutual Private Wealth & Trust
Connecticut
$157K +$37.1K +268 +32%
BEI
991
Benjamin Edwards Inc
Missouri
$145K -$47.2K -341 -25%
JWM
992
Janiczek Wealth Management
Colorado
$144K +$63.3K +457 +80%
NFSG
993
Newbridge Financial Services Group
Florida
$141K -$24.2K -175 -15%
GBT
994
Grove Bank & Trust
Florida
$139K -$47.1K -340 -25%
CM
995
Capula Management
Cayman Islands
$139K +$138K +993 New
JFGIW
996
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$138K +$53.5K +386 +64%
GWS
997
Glassman Wealth Services
Virginia
$136K +$3.46K +25 +3%
EWM
998
Evermay Wealth Management
Virginia
$132K +$9.42K +68 +8%
ME
999
McIlrath & Eck
Washington
$131K -$277 -2 -0.2%
MWA
1000
Moser Wealth Advisors
Washington
$130K