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Name Holding Trade Value Shares
Change
Change in
Stake
WAG
1001
Wilkerson Advisory Group
Missouri
$460K +$460K +4,175 New
HSWM
1002
Hubbell Strickland Wealth Management
Louisiana
$459K +$220 +2 +0%
SW
1003
SVB Wealth
Massachusetts
$455K +$2.31K +21 +0.5%
PFGWM
1004
Price Financial Group Wealth Management
Oregon
$453K +$462K +4,194 New
MA
1005
MONECO Advisors
Connecticut
$453K +$22.6K +205 +5%
CG
1006
Cynosure Group
Utah
$452K +$451K +4,096 New
BI
1007
Ballast Inc
Kentucky
$451K +$220 +2 +0%
NB
1008
Nicolet Bankshares
Wisconsin
$451K
CT
1009
Caldwell Trust
Florida
$445K -$20.9K -190 -4%
AI
1010
Atom Investors
Texas
$444K +$444K +4,031 New
BPWM
1011
Badgley Phelps Wealth Managers
Washington
$444K +$25.4K +231 +6%
PA
1012
ProCore Advisors
California
$443K +$443K +4,018 New
ETS
1013
ESL Trust Services
New York
$441K
PP
1014
Pingora Partners
Wyoming
$441K
PWS
1015
Peloton Wealth Strategists
Indiana
$441K
Luther King Capital Management (LKCM)
1016
Luther King Capital Management (LKCM)
Texas
$440K
ML
1017
MLP3 LLC
New Jersey
$440K +$439K +3,987 New
SIS
1018
Sound Income Strategies
Florida
$439K +$71.7K +651 +19%
CAM
1019
Cidel Asset Management
Ontario, Canada
$437K +$16.1K +146 +4%
AT
1020
American Trust
Kentucky
$436K +$2.53K +23 +0.6%
AAP
1021
Arax Advisory Partners
Colorado
$434K -$2.31M -21,012 -84%
SFG
1022
SevenBridge Financial Group
Pennsylvania
$434K
SSWM
1023
Smith Salley Wealth Management
North Carolina
$434K -$4.41K -40 -1%
KFP
1024
Kerr Financial Planning
California
$433K +$220 +2 +0.1%
PTC
1025
Philadelphia Trust Company
Pennsylvania
$430K