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Name Holding Trade Value Shares
Change 		Change in
Stake
JHCP
901
Jackson Hole Capital Partners
Oklahoma
$711K +$14.1K +92 +2%
EWM
902
Edge Wealth Management
New York
$709K +$105K +685 +13%
SWM
903
Silverlake Wealth Management
Vermont
$707K +$358K +2,332 +67%
EHC
904
Everett Harris & Co
California
$701K -$2.3K -15 -0.3%
CCFM
905
Clear Creek Financial Management
Washington
$701K +$21K +137 +2%
BI
906
Ballast Inc
Kentucky
$699K -$9.51K -62 -1%
TWP
907
Tempus Wealth Planning
California
$697K +$249K +1,624 +39%
LWAM
908
Legacy Wealth Asset Management
Minnesota
$695K -$129K -838 -13%
SC
909
Stephens Consulting
Michigan
$694K – – –
PWMG
910
Pinnacle Wealth Management Group
Michigan
$693K – – –
WANY
911
Wealthspire Advisors (New York)
New York
$692K -$1.74M -11,346 -66%
EB
912
Eastern Bank
Massachusetts
$690K +$2.3K +15 +0.3%
PNC
913
Park National Corp
Ohio
$687K +$105K +687 +14%
PAS
914
Park Avenue Securities
New York
$684K +$59.8K +390 +7%
MFG
915
Magnus Financial Group
New York
$682K +$46.8K +305 +6%
PP
916
Prudential plc
United Kingdom
$681K +$104K +677 +14%
MSAM
917
Moloney Securities Asset Management
Missouri
$680K -$67.3K -439 -7%
WCM
918
Weik Capital Management
Pennsylvania
$680K +$44.2K +288 +5%
AIM
919
Anchor Investment Management
South Carolina
$677K -$7.82K -51 -0.9%
JWM
920
Jeppson Wealth Management
California
$674K -$58K -378 -6%
CIM
921
CIM Investment Management
Pennsylvania
$672K – – –
NFG
922
Nations Financial Group
Iowa
$671K +$31.4K +205 +4%
BHBT
923
Burke & Herbert Bank & Trust
Virginia
$668K -$36K -235 -4%
CIA
924
Choate Investment Advisors
Massachusetts
$667K -$6.44K -42 -0.8%
DWT
925
Dorsey & Whitney Trust
South Dakota
$667K +$51.8K +338 +7%
35 36
37
38 39