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Name Holding Trade Value Shares
Change
Change in
Stake
HWP
1326
Highline Wealth Partners
California
$578K
ACM
1327
Allred Capital Management
Texas
$576K -$62.6K -286 -9%
AI
1328
AXS Investments
New York
$575K -$791K -3,617 -55%
WA
1329
WealthTrust Axiom
Pennsylvania
$574K -$131K -600 -17%
GAA
1330
Global Assets Advisory
Florida
$571K -$81.4K -372 -11%
BHBT
1331
Burke & Herbert Bank & Trust
Virginia
$567K -$202K -922 -24%
PFBT
1332
Parkside Financial Bank & Trust
Missouri
$566K -$1.75K -8 -0.3%
CCG
1333
Chatham Capital Group
Georgia
$566K +$1.09K +5 +0.2%
GIP
1334
Greatmark Investment Partners
Georgia
$566K
FLPIM
1335
F.L. Putnam Investment Management
Massachusetts
$565K -$207K -946 -24%
MYIA
1336
Mount Yale Investment Advisors
Colorado
$564K +$644K +2,945 New
FG
1337
Foster Group
Iowa
$563K
NCM
1338
Novare Capital Management
North Carolina
$562K -$46.8K -214 -7%
Jones Financial Companies
1339
Jones Financial Companies
Missouri
$561K +$5.47K +25 +0.9%
PCA
1340
Prosperity Capital Advisors
Ohio
$560K -$67.4K -308 -10%
OWM
1341
OneAscent Wealth Management
Alabama
$560K +$640K +2,923 New
BCA
1342
Bay Colony Advisors
Massachusetts
$559K +$45.3K +207 +8%
SAM
1343
SignalPoint Asset Management
Missouri
$558K -$25.6K -117 -4%
OSNBOA
1344
Old Second National Bank of Aurora
Illinois
$558K
HKIM
1345
Hayek Kallen Investment Management
Alabama
$558K
TFA
1346
Toth Financial Advisory
Virginia
$558K -$16K -73 -2%
CWG
1347
Crown Wealth Group
North Carolina
$558K +$2.41K +11 +0.4%
CAG
1348
Crestwood Advisors Group
Massachusetts
$556K +$363K +1,660 +134%
VNA
1349
Valley National Advisers
Pennsylvania
$556K -$11.6K -53 -2%
TGAM
1350
TBH Global Asset Management
Tennessee
$555K +$33.9K +155 +6%