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Name Holding Trade Value Shares
Change
Change in
Stake
SIAG
1076
Safeguard Investment Advisory Group
California
$813K -$3.7K -18 -0.4%
ANB
1077
Amarillo National Bank
Texas
$812K -$184K -895 -18%
SWM
1078
Soundmark Wealth Management
Washington
$811K -$29K -141 -3%
OBWG
1079
Onyx Bridge Wealth Group
New York
$811K +$479K +2,331 +93%
OWA
1080
Octavia Wealth Advisors
Ohio
$808K -$289K -1,404 -25%
ClearBridge Investments
1081
ClearBridge Investments
New York
$808K +$6.78K +33 +0.8%
MSFS
1082
Main Street Financial Solutions
Pennsylvania
$807K +$661K +3,216 +333%
AIA
1083
Armor Investment Advisors
North Carolina
$807K +$151K +737 +21%
BL
1084
Balentine LLC
Georgia
$807K +$101K +491 +13%
WSFS
1085
Wilmington Savings Fund Society
Delaware
$805K +$857K +4,173 New
VLC
1086
Van Leeuwen & Company
New Jersey
$805K -$23K -112 -3%
LWMG
1087
Levy Wealth Management Group
Pennsylvania
$800K
CCP
1088
Carmel Capital Partners
California
$793K +$844K +4,109 New
GG
1089
Greenwood Gearhart
Arkansas
$790K -$122K -594 -13%
PHIC
1090
Pine Haven Investment Counsel
Massachusetts
$785K -$3.08K -15 -0.4%
BCM
1091
Boltwood Capital Management
California
$785K +$53K +258 +7%
DP
1092
Dearborn Partners
Illinois
$785K +$98.2K +478 +13%
EBT
1093
Enterprise Bank & Trust
Massachusetts
$783K -$33.7K -164 -4%
OFG
1094
Oxford Financial Group
Indiana
$781K -$381K -1,856 -31%
Man Group
1095
Man Group
United Kingdom
$781K +$795K +3,871 +2,212%
BP
1096
BBR Partners
New York
$775K -$4.32K -21 -0.5%
LA
1097
LexAurum Advisors
Kansas
$772K +$75.8K +369 +10%
SACTSONJ
1098
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$772K
LSPW
1099
Lake Street Private Wealth
Illinois
$772K -$2.53M -12,330 -76%
TCOV
1100
Trust Company of Vermont
Vermont
$771K +$169K +821 +26%