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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
576
Cox Capital Management
Massachusetts
$514K – – –
DWM
577
Defined Wealth Management
Oregon
$514K – – –
9WM
578
9258 Wealth Management
Ohio
$513K -$2.36K -3 -0.4%
SSW
579
Smith Shellnut Wilson
Mississippi
$506K +$39.3K +50 +8%
TW
580
TrinityPoint Wealth
Connecticut
$502K +$5.5K +7 +1%
ATC
581
Argent Trust Co
Tennessee
$497K -$7.86K -10 -1%
AWA
582
Arete Wealth Advisors
Illinois
$497K +$7.86K +10 +2%
MPPW
583
Mitchell & Pahl Private Wealth
Oklahoma
$496K +$5.5K +7 +1%
MFG
584
Menard Financial Group
Texas
$496K +$47.9K +61 +10%
PIM
585
Penobscot Investment Management
Massachusetts
$495K – – –
AI
586
ArchPoint Investors
Florida
$493K +$520K +662 New
GBT
587
Grove Bank & Trust
Florida
$492K +$28.3K +36 +6%
SA
588
Shilanski & Associates
Alaska
$490K -$3.14K -4 -0.6%
5L
589
55I LLC
Massachusetts
$486K +$512K +652 New
4WM
590
44 Wealth Management
Oregon
$482K -$11K -14 -2%
OL
591
Optas LLC
Texas
$481K -$22.8K -29 -4%
TPCW
592
TD Private Client Wealth
New York
$481K -$156K -199 -24%
FSA
593
Fort Sheridan Advisors
Illinois
$480K +$44K +56 +10%
TFS
594
Thoroughbred Financial Services
Tennessee
$476K -$14.1K -18 -3%
BIP
595
Blueprint Investment Partners
North Carolina
$471K +$498K +633 New
Toronto Dominion Bank
596
Toronto Dominion Bank
Ontario, Canada
$470K -$440K -560 -47%
PP
597
PDS Planning
Ohio
$470K +$39.3K +50 +9%
OFS
598
OneAscent Financial Services
Alabama
$465K +$490K +624 New
BFS
599
Bradley Foster & Sargent
Connecticut
$461K +$9.43K +12 +2%
RFC
600
Regions Financial Corp
Alabama
$460K -$3.93K -5 -0.8%