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Name Holding Trade Value Shares
Change
Change in
Stake
FCA
1076
FinTrust Capital Advisors
South Carolina
$259K +$16.8K +103 +7%
SIC
1077
Sterling Investment Counsel
New York
$259K +$30.9K +190 +14%
PCI
1078
Planning Center Inc
Illinois
$258K
OA
1079
Operose Advisors
Wisconsin
$256K
TCWM
1080
Total Clarity Wealth Management
Illinois
$256K -$8.3K -51 -3%
Fisher Asset Management
1081
Fisher Asset Management
Washington
$256K +$255K +1,567 New
BST
1082
Bath Savings Trust
Maine
$255K +$26.2K +161 +11%
KAS
1083
KPP Advisory Services
Kentucky
$254K +$25.1K +154 +11%
MTC
1084
McDaniel Terry & Co
Texas
$254K +$254K +1,558 New
AWA
1085
Aaron Wealth Advisors
Illinois
$254K -$2.12K -13 -0.8%
VFPI
1086
Vantage Financial Partners (Illinois)
Illinois
$253K +$8.14K +50 +3%
MSFS
1087
Main Street Financial Solutions
Pennsylvania
$253K +$252K +1,550 New
CL
1088
Choreo LLC
Illinois
$252K +$488 +3 +0.2%
SMA
1089
Sage Mountain Advisors
Georgia
$252K -$24.9K -153 -9%
ECG
1090
Edge Capital Group
Georgia
$251K -$6.35K -39 -2%
VWM
1091
Vigilare Wealth Management
Arizona
$251K
JWCA
1092
J.W. Cole Advisors
Florida
$247K +$246K +1,512 New
FFA
1093
Farther Finance Advisors
California
$246K +$35.3K +217 +17%
DMBA
1094
Deseret Mutual Benefit Administrators
Utah
$246K
CIA
1095
Caerus Investment Advisors
Texas
$245K
XWM
1096
Xcel Wealth Management
Florida
$245K
PWP
1097
Perfromance Wealth Partners
Illinois
$245K +$244K +1,500 New
FWM
1098
Forza Wealth Management
Florida
$245K
LSIA
1099
LaSalle St. Investment Advisors
Illinois
$244K
RIP
1100
RAM Investment Partners
Washington
$243K -$4.88K -30 -2%