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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
2401
Legacy Financial Advisors
Kentucky
$2.77M +$310K +1,800 +12%
TTWM
2402
TCV Trust & Wealth Management
Virginia
$2.76M
SP
2403
Successful Portfolios
Florida
$2.76M -$10.3K -60 -0.4%
CWP
2404
Curated Wealth Partners
California
$2.75M +$51.7K +300 +2%
AWM
2405
Activest Wealth Management
Florida
$2.75M +$976K +5,660 +51%
AFM
2406
Abbot Financial Management
Massachusetts
$2.74M -$166K -960 -5%
BCM
2407
Breiter Capital Management
Florida
$2.73M
EPWM
2408
Essex Private Wealth Management
Massachusetts
$2.71M -$27.6K -160 -1%
LOIM
2409
Liberty One Investment Management
Illinois
$2.71M +$34.5K +200 +1%
SWMP
2410
Signature Wealth Management Partners
New Jersey
$2.71M +$145K +840 +5%
RMC
2411
Resources Management Corp
Connecticut
$2.7M +$131K +760 +5%
TA
2412
Tectonic Advisors
Texas
$2.7M +$576K +3,340 +25%
UBV
2413
United Bank (Virginia)
Virginia
$2.7M +$48.3K +280 +2%
HAS
2414
HBW Advisory Services
California
$2.7M +$166K +960 +6%
CAM
2415
CenterStar Asset Management
Illinois
$2.69M
PSB
2416
Piscataqua Savings Bank
New Hampshire
$2.69M +$13.8K +80 +0.5%
PL
2417
Plancorp LLC
Missouri
$2.69M +$355K +2,060 +14%
CHA
2418
Carmichael Hill & Associates
Maryland
$2.69M +$44.8K +260 +2%
EA
2419
Emerald Advisors
Washington
$2.68M +$86.2K +500 +3%
1WM
2420
1900 Wealth Management
Texas
$2.67M
CCP
2421
Cardan Capital Partners
Colorado
$2.67M +$27.6K +160 +1%
CP
2422
Covenant Partners
Tennessee
$2.66M -$89.7K -520 -3%
LP
2423
LGL Partners
Pennsylvania
$2.66M
GL
2424
Graypoint LLC
New York
$2.66M +$828K +4,800 +42%
JCM
2425
Jacobi Capital Management
Pennsylvania
$2.65M -$117K -680 -4%