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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
976
Chesapeake Wealth Management
Virginia
$488K -$19.8K -172 -4%
PWMAG
977
Pinnacle Wealth Management Advisory Group
New Jersey
$487K +$4.95K +43 +1%
QL
978
Quarry LP
New York
$487K +$478K +4,152 New
UAG
979
United Advisor Group
Ohio
$486K +$7.48K +65 +2%
HH
980
Hilltop Holdings
Texas
$485K +$10.4K +90 +2%
AGM
981
Alpine Global Management
New York
$485K +$476K +4,136 New
7WCP
982
71 West Capital Partners
Massachusetts
$483K +$74.5K +647 +19%
AIM
983
Alhambra Investment Management
Florida
$483K -$691 -6 -0.1%
PNC
984
Park National Corp
Ohio
$480K -$73.3K -637 -13%
BI
985
Ballast Inc
Kentucky
$479K – – –
BFA
986
Brendel Financial Advisors
New Hampshire
$474K +$55.3K +480 +13%
SW
987
SVB Wealth
Massachusetts
$474K +$5.41K +47 +1%
WWMP
988
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$474K +$465K +4,040 New
NW
989
NewEdge Wealth
Pennsylvania
$474K -$45.1K -392 -9%
SYBT
990
Stock Yards Bank & Trust
Kentucky
$473K +$1.27K +11 +0.3%
CWMK
991
Caliber Wealth Management (Kansas)
Kansas
$473K +$175K +1,518 +60%
SIS
992
Sound Income Strategies
Florida
$469K -$1.27K -11 -0.3%
ETS
993
ESL Trust Services
New York
$469K – – –
PWS
994
Peloton Wealth Strategists
Indiana
$469K – – –
PP
995
Pingora Partners
Wyoming
$469K – – –
OAM
996
Oxford Asset Management
United Kingdom
$466K +$458K +3,975 New
LAM
997
Lewis Asset Management
California
$466K +$4.26K +37 +0.9%
CT
998
Caldwell Trust
Florida
$465K – – –
SSWM
999
Smith Salley Wealth Management
North Carolina
$464K -$39.9K -347 -8%
NG
1000
Norden Group
Utah
$464K -$25.4K -221 -5%