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Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
926
Sound View Wealth Advisors Group
Georgia
$605K -$38.1K -228 -5%
CI
927
Conning Inc
Connecticut
$603K -$47.3K -283 -7%
1WA
928
180 Wealth Advisors
Washington
$603K -$1.84K -11 -0.3%
WTC
929
WhitTier Trust Company
Nevada
$603K +$53.1K +318 +8%
RIA
930
Realta Investment Advisors
Delaware
$601K +$52.1K +312 +8%
RCAMU
931
Rothschild & Co Asset Management US
Connecticut
$600K -$5.68K -34 -0.8%
Jones Financial Companies
932
Jones Financial Companies
Missouri
$594K +$133K +798 +25%
VWM
933
Venturi Wealth Management
Texas
$592K +$32.3K +193 +5%
PTP
934
Platform Technology Partners
New York
$591K -$144K -864 -18%
SC
935
Savant Capital
Illinois
$590K -$66.9K -400 -9%
FCFC
936
First Commonwealth Financial Corp
Pennsylvania
$589K -$22.1K -132 -3%
APP
937
Avantax Planning Partners
Iowa
$589K +$467K +2,797 +238%
PBC
938
Pavion Blue Capital
California
$584K
SS
939
Simplicity Solutions
Minnesota
$583K +$69K +413 +12%
LWAC
940
Laurel Wealth Advisors (California)
California
$582K -$9.03K -54 -1%
CG
941
Cutler Group
California
$581K -$1.61M -9,616 -71%
FUBT
942
First United Bank & Trust
Maryland
$581K -$38.4K -230 -6%
SCM
943
Seascape Capital Management
New Hampshire
$578K +$8.86K +53 +1%
PAM
944
Pegasus Asset Management
New York
$577K
WFA
945
Wipfli Financial Advisors
Wisconsin
$576K +$649K +3,886 New
PA
946
Perennial Advisors
New York
$574K
HCM
947
Howland Capital Management
Massachusetts
$571K +$125K +750 +24%
GCC
948
Guardian Capital (Canada)
Ontario, Canada
$568K -$7.69K -46 -1%
DAM
949
Diamant Asset Management
Connecticut
$568K +$66.9K +400 +12%
RSC
950
Red Spruce Capital
Pennsylvania
$565K +$10.4K +62 +2%