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Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
826
Willow Creek Wealth Management
California
$588K -$86 -1 -0%
RMC
827
Resources Management Corp
Connecticut
$587K -$1.72K -20 -0.3%
SMC
828
Smith, Moore & Co
Missouri
$584K
IFG
829
Independent Financial Group
California
$582K +$10.4K +121 +2%
GC
830
Grimes & Company
Massachusetts
$582K +$1.98K +23 +0.4%
GA
831
Geller Advisors
New York
$581K -$14K -163 -2%
TAM
832
Trust Asset Management
Texas
$580K
Capstone Investment Advisors
833
Capstone Investment Advisors
New York
$579K +$116K +1,349 +26%
CA
834
Clearstead Advisors
Ohio
$571K +$70.3K +818 +15%
AWE
835
Avidian Wealth Enterprises
Texas
$570K -$17.4K -202 -3%
ACM
836
AlphaStar Capital Management
North Carolina
$566K -$54.6K -635 -9%
KCM
837
Kanawha Capital Management
Virginia
$566K -$78.4K -912 -13%
CAM
838
Carret Asset Management
New York
$565K
HAM
839
Harmony Asset Management
Arizona
$564K
PWW
840
Pettyjohn Wood & White
Virginia
$562K -$7.22K -84 -1%
JPWM
841
Jamison Private Wealth Management
Georgia
$560K -$9.8K -114 -2%
MAA
842
Matrix Asset Advisors
New York
$554K
CSI
843
Cross Staff Investments
New York
$554K
HWMO
844
Heritage Wealth Management (Ohio)
Ohio
$552K +$533K +6,198 New
JF
845
Jump Financial
Illinois
$551K -$10.9K -127 -2%
PB
846
Pinnacle Bancorp
Nebraska
$549K +$6.88K +80 +1%
BCA
847
Bay Colony Advisors
Massachusetts
$546K +$19.5K +227 +4%
JWCA
848
J.W. Coons Advisors
Ohio
$545K -$78.2K -910 -13%
GSCM
849
Greenfield Seitz Capital Management
Texas
$545K
SYBT
850
Stock Yards Bank & Trust
Kentucky
$541K