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Name Holding Trade Value Shares
Change
Change in
Stake
GWM
1251
GK Wealth Management
Nevada
$514K +$456K +2,905 New
BCA
1252
Bay Colony Advisors
Massachusetts
$513K +$454K +2,896 New
FMLI
1253
Fukoku Mutual Life Insurance
Japan
$512K +$82.5K +526 +22%
AWM
1254
Angeles Wealth Management
California
$511K +$60.7K +387 +15%
CA
1255
Capital Advantage
California
$511K +$453K +2,887 New
WIM
1256
WealthPlan Investment Management
Nebraska
$510K -$127K -811 -22%
MWM
1257
Merriman Wealth Management
Washington
$509K -$337K -2,147 -43%
TCM
1258
Thoma Capital Management
Maryland
$508K +$451K +2,872 New
CCM
1259
Chaney Capital Management
Washington
$508K +$9.1K +58 +2%
SYBT
1260
Stock Yards Bank & Trust
Kentucky
$507K -$261K -1,663 -37%
FTWA
1261
Fifth Third Wealth Advisors
Ohio
$506K +$58.9K +375 +15%
CCG
1262
Chatham Capital Group
Georgia
$505K -$15.7K -100 -3%
CB
1263
Cadence Bank
Mississippi
$504K -$30.8K -196 -6%
NIA
1264
NBZ Investment Advisors
Tennessee
$503K +$446K +2,844 New
MG
1265
Mather Group
Illinois
$503K -$11K -70 -2%
PFBT
1266
Parkside Financial Bank & Trust
Missouri
$502K +$2.67K +17 +0.6%
ACP
1267
Argyle Capital Partners
California
$502K +$445K +2,836 New
SWA
1268
SFMG Wealth Advisors
Texas
$502K -$7.22K -46 -2%
RA
1269
Rise Advisors
New York
$502K +$471 +3 +0.1%
SWMP
1270
Signature Wealth Management Partners
New Jersey
$501K
HVP
1271
Hudson Value Partners
Florida
$499K -$184K -1,175 -29%
TFA
1272
Toth Financial Advisory
Virginia
$498K +$33.6K +214 +8%
VC
1273
Vestor Capital
Illinois
$498K -$27.1K -173 -6%
IF
1274
Intrua Financial
Texas
$498K +$23.5K +150 +6%
KTC
1275
Kentucky Trust Company
Kentucky
$497K +$441K +2,809 New