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Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1401
Narwhal Capital Management
Georgia
$613K +$1.23K +6 +0.2%
CA
1402
Capital Advantage
California
$613K +$2.26K +11 +0.4%
AFG
1403
Allegheny Financial Group
Pennsylvania
$612K +$411 +2 +0.1%
CCG
1404
Chatham Capital Group
Georgia
$611K – – –
SageView Advisory Group
1405
SageView Advisory Group
California
$610K -$336K -1,635 -37%
AWA
1406
AmeriServ Wealth Advisors
Pennsylvania
$609K -$51.4K -250 -8%
JWM
1407
Jessup Wealth Management
Ohio
$609K -$23.9K -116 -4%
Quotient Wealth Partners
1408
Quotient Wealth Partners
Texas
$609K -$62.9K -306 -10%
Menora Mivtachim Holdings
1409
Menora Mivtachim Holdings
Israel
$608K -$63.4M -308,200 -99%
SAA
1410
Southeast Asset Advisors
Georgia
$608K +$3.7K +18 +0.6%
AB
1411
ANB Bank
Colorado
$607K +$6.38K +31 +1%
TWM
1412
Trueblood Wealth Management
Ohio
$606K +$59.8K +291 +12%
ACM
1413
Alta Capital Management
Utah
$606K -$278K -1,350 -33%
ASG
1414
Ariston Services Group
California
$605K – – –
OL
1415
Optas LLC
Texas
$605K +$6.79K +33 +1%
FMI
1416
Frec Markets Inc
California
$605K +$573K +2,785 New
MFS
1417
Mattson Financial Services
Michigan
$603K -$31.3K -152 -5%
CCIA
1418
Cherry Creek Investment Advisors
Colorado
$602K -$2.06K -10 -0.4%
TCBWMS
1419
Texas Capital Bank Wealth Management Services
Texas
$602K +$237K +1,150 +71%
EFSCE
1420
Enterprise Financial Services Corp (EFSC)
Missouri
$601K -$6.38K -31 -1%
WA
1421
Waddell & Associates
Tennessee
$601K -$95.8K -466 -14%
MCA
1422
MSH Capital Advisors
Arizona
$601K +$24.1K +117 +4%
OFS
1423
OneAscent Financial Services
Alabama
$600K -$72.6K -353 -11%
VC
1424
Vestor Capital
Illinois
$598K +$7.55M +36,690 +1,340%
EB
1425
Emprise Bank
Kansas
$598K – – –