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Name Holding Trade Value Shares
Change
Change in
Stake
CI
626
Capital International
California
$334K
SAM
627
Strategy Asset Managers
California
$333K -$30.5K -376 -8%
TW
628
TrinityPoint Wealth
Connecticut
$332K -$4.3K -53 -1%
P
629
Pitcairn
Pennsylvania
$332K -$1.14K -14 -0.3%
LF
630
Lantz Financial
Illinois
$332K
CG
631
Cutler Group
California
$330K -$180K -2,214 -35%
LFA
632
Legacy Financial Advisors
Kentucky
$329K +$34.4K +424 +11%
SSW
633
Smith Shellnut Wilson
Mississippi
$328K +$5.6K +69 +2%
WT
634
Washington Trust
Rhode Island
$327K +$63.6K +783 +24%
GP
635
Girard Partners
Pennsylvania
$325K -$155K -1,908 -32%
SWM
636
Spire Wealth Management
Virginia
$324K +$329K +4,054 New
CGL
637
Clarius Group LLC
Washington
$323K +$1.3K +16 +0.4%
CWP
638
Capital Wealth Planning
Florida
$322K -$284K -3,500 -46%
LNC
639
Lincoln National Corp
Pennsylvania
$321K -$731 -9 -0.2%
CS
640
Cannell & Spears
New York
$320K
Vanguard Personalized Indexing Management
641
Vanguard Personalized Indexing Management
California
$320K +$132K +1,626 +68%
DWA
642
Douglass Winthrop Advisors
New York
$320K +$325K +4,000 New
OBGC
643
O'Brien Greene & Co
Pennsylvania
$316K -$69K -850 -18%
BAIA
644
Bel Air Investment Advisors
California
$315K +$320K +3,942 New
FF
645
FourThought Financial
Florida
$313K +$8.28K +102 +3%
EWA
646
Exencial Wealth Advisors
Oklahoma
$313K +$318K +3,922 New
BSW
647
Buckingham Strategic Wealth
Missouri
$312K -$30.7K -378 -9%
CF
648
Centaurus Financial
California
$310K +$40.6K +500 +15%
BC
649
Bridgefront Capital
Texas
$309K -$326K -4,012 -51%
SLAM
650
Swiss Life Asset Management
$308K -$1.07M -13,230 -77%