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Name Holding Trade Value Shares
Change
Change in
Stake
TCMP
901
Thrive Capital Management (Pennsylvania)
Pennsylvania
$404K +$37K +56 +12%
AAS
902
Ameritas Advisory Services
Nebraska
$399K +$13.2K +20 +4%
AC
903
AlphaCore Capital
California
$399K -$17.8K -27 -5%
MRWM
904
ML&R Wealth Management
Texas
$394K -$5.28K -8 -2%
B
905
Bellecapital
Switzerland
$394K
APWM
906
Argonautica Private Wealth Management
Massachusetts
$393K +$9.9K +15 +3%
TPI
907
Trust Point Inc
Wisconsin
$393K +$343K +519 New
SC
908
Savant Capital
Illinois
$390K +$48.9K +74 +17%
DL
909
DOHJ LLC
Washington
$390K +$340K +515 New
CAG
910
Crestwood Advisors Group
Massachusetts
$386K +$337K +510 New
FMTC
911
Farmers & Merchants Trust Company
California
$384K -$5.94K -9 -2%
LCWP
912
Legacy Capital Wealth Partners
Arkansas
$381K +$36.3K +55 +12%
PTC
913
Private Trust Company
Ohio
$381K -$7.26K -11 -2%
GWM
914
Greenwich Wealth Management
Connecticut
$380K +$25.1K +38 +8%
TFA
915
Trinity Financial Advisors
Ohio
$380K +$66K +100 +25%
LCM
916
LCM Capital Management
Illinois
$379K +$3.96K +6 +1%
WEG
917
World Equity Group
Illinois
$378K +$64.1K +97 +24%
FFO
918
Fiduciary Family Office
Florida
$377K +$329K +498 New
CAGAS
919
Capital Advisory Group Advisory Services
Minnesota
$376K -$5.28K -8 -2%
VA
920
Valmark Advisers
Ohio
$376K +$328K +497 New
VCM
921
Virtue Capital Management
Tennessee
$376K +$58.8K +89 +20%
OFS
922
OneAscent Financial Services
Alabama
$375K +$14.5K +22 +5%
MLL
923
Moody Lynn & Lieberson
Massachusetts
$375K
SIG
924
Stonegate Investment Group
Alabama
$374K +$41.6K +63 +15%
PFA
925
Pure Financial Advisors
California
$373K -$93.8K -142 -22%