Name Holding Trade Value Shares
Change
Change in
Stake
EFG
2651
Ethos Financial Group
Pennsylvania
$302K -$114K -500 -30%
ST
2652
Sabal Trust
Florida
$302K +$10.9K +48 +4%
WCM
2653
Windsor Capital Management
Arizona
$301K – – –
RMC
2654
Resources Management Corp
Connecticut
$301K -$684 -3 -0.3%
PTC
2655
Philadelphia Trust Company
Pennsylvania
$301K +$17.1K +75 +7%
RLWM
2656
RF&L Wealth Management
Massachusetts
$301K – – –
KWM
2657
Kolinsky Wealth Management
New Jersey
$301K +$262K +1,150 New
FFA
2658
Fairfield Financial Advisors
Massachusetts
$301K +$7.98K +35 +3%
MSWM
2659
Mowery & Schoenfeld Wealth Management
Illinois
$300K -$3.88K -17 -1%
IP
2660
Investment Partners
Ohio
$300K +$262K +1,147 New
NMG
2661
New Millennium Group
Utah
$299K – – –
KC
2662
Kepos Capital
New York
$299K -$71.8K -315 -22%
SFA
2663
Semmax Financial Advisors
North Carolina
$299K -$2.51K -11 -1%
GCP
2664
Gill Capital Partners
Colorado
$298K +$260K +1,141 New
AF
2665
Aldebaran Financial
$298K -$6.84K -30 -3%
SC
2666
Sykon Capital
New York
$297K +$22.8K +100 +10%
WT
2667
Washington Trust
Rhode Island
$296K -$68.6K -301 -21%
FA
2668
FDx Advisors
Illinois
$296K +$258K +1,130 New
AFG
2669
Argent Financial Group
Louisiana
$296K +$258K +1,131 New
WWM
2670
Waterway Wealth Management
Texas
$295K +$257K +1,129 New
AFA
2671
AllGen Financial Advisors
Florida
$295K -$23.3K -102 -8%
FTC
2672
Farmers Trust Company
Ohio
$295K +$257K +1,127 New
OMIC
2673
Old Mission Investment Co
Michigan
$294K -$3.42K -15 -1%
STA
2674
Smith Thornton Advisors
Alabama
$294K -$11.4K -50 -4%
BWM
2675
Brown Wealth Management
Illinois
$294K +$257K +1,125 New