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Name Holding Trade Value Shares
Change
Change in
Stake
SLT
1326
St Louis Trust
Missouri
$710K
PCG
1327
Private Capital Group
Connecticut
$702K +$152K +697 +25%
BWAM
1328
Boyd Watterson Asset Management
Ohio
$699K
HFRG
1329
Houlihan Financial Resource Group
Virginia
$698K
ISWM
1330
Independent Solutions Wealth Management
New York
$697K +$99.4K +455 +15%
HCM
1331
Hollencrest Capital Management
California
$693K
ODCM
1332
Old Dominion Capital Management
Virginia
$693K
CPA
1333
Court Place Advisors
Maryland
$691K -$24K -110 -3%
OFS
1334
OneAscent Financial Services
Alabama
$684K -$122K -557 -14%
PWPS
1335
Pinnacle Wealth Planning Services
Ohio
$683K +$242K +1,108 +49%
SCA
1336
Snowden Capital Advisors
New York
$683K -$7.43K -34 -1%
VAM
1337
Verity Asset Management
North Carolina
$681K +$28.6K +131 +4%
JIC
1338
Joel Isaacson & Co
New York
$679K +$5.68K +26 +0.8%
TCWM
1339
Total Clarity Wealth Management
Illinois
$679K +$30.6K +140 +4%
IA
1340
Independence Advisors
Pennsylvania
$677K
BSB
1341
Bangor Savings Bank
Maine
$670K -$11.6K -53 -2%
VIM
1342
Vista Investment Management
Pennsylvania
$667K -$5.68K -26 -0.8%
CCM
1343
Community Capital Management
Florida
$666K
VWA
1344
V Wealth Advisors
Kansas
$666K +$190K +871 +36%
ECM
1345
Evergreen Capital Management
Washington
$664K -$159K -727 -18%
FCA
1346
FinTrust Capital Advisors
South Carolina
$664K -$49.4K -226 -6%
CT
1347
Chicago Trust
Illinois
$664K -$15.3K -70 -2%
PP
1348
Patten & Patten
Tennessee
$663K -$72.5K -332 -9%
IP
1349
Intellectus Partners
California
$662K -$27.5K -126 -4%
VCM
1350
Vigilant Capital Management
Maine
$661K -$34.9K -160 -5%