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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
626
Meridian Wealth Management
Kentucky
$291K -$6.72M -13,405 -95%
UMC
627
United Maritime Capital
New York
$291K -$5.01K -10 -1%
HA
628
Harbor Advisors
Florida
$291K – – –
VFA
629
Values First Advisors
Tennessee
$291K +$27.1K +54 +8%
DC
630
Davenport & Co
Virginia
$290K +$350K +698 New
ECM
631
EMC Capital Management
Texas
$289K -$251K -500 -50%
ATC
632
Argent Trust Co
Tennessee
$289K +$7.01K +14 +2%
PNC
633
Park National Corp
Ohio
$286K -$4.51K -9 -1%
AC
634
Abbrea Capital
California
$285K – – –
GFP
635
Gryphon Financial Partners
Ohio
$284K -$8.02K -16 -2%
HBW
636
Hazlett, Burt & Watson
West Virginia
$284K – – –
CGA
637
Channing Global Advisors
Florida
$284K +$59.1K +118 +21%
SSW
638
Smith Shellnut Wilson
Mississippi
$283K – – –
HWM
639
HB Wealth Management
Georgia
$283K +$41.6K +83 +14%
ACS
640
Archford Capital Strategies
Illinois
$283K +$341K +681 New
BBHC
641
Brown Brothers Harriman & Co
New York
$281K +$41.6K +83 +14%
RWA
642
Ropes Wealth Advisors
Massachusetts
$279K -$5.01K -10 -1%
EWA
643
EverSource Wealth Advisors
Alabama
$275K -$114K -228 -26%
DWM
644
Defined Wealth Management
Oregon
$275K -$10K -20 -3%
CF
645
Centaurus Financial
California
$275K +$8.02K +16 +2%
CCFM
646
Clear Creek Financial Management
Washington
$274K – – –
LSPW
647
Lake Street Private Wealth
Illinois
$272K -$64.6K -129 -16%
LFA
648
Legacy Financial Advisors
Kentucky
$272K +$45.6K +91 +16%
CC
649
Callan Capital
California
$270K -$6.01K -12 -2%
GWM
650
GSB Wealth Management
Connecticut
$268K -$75.2K -150 -19%