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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
926
Meridian Wealth Management
Kentucky
$409K
RP
927
Riverwater Partners
Wisconsin
$409K
PTC
928
Petrus Trust Company
Texas
$408K +$229K +3,050 +97%
CCG
929
Cypress Capital Group
Florida
$406K +$464K +6,175 New
SCA
930
Snowden Capital Advisors
New York
$405K +$48.8K +650 +12%
RMCM
931
Reynders McVeigh Capital Management
Massachusetts
$403K
PMA
932
Prudent Man Advisors
Illinois
$399K +$1.88K +25 +0.4%
BL
933
Balentine LLC
Georgia
$396K +$20.7K +275 +5%
AAS
934
Avantax Advisory Services
Texas
$396K +$77K +1,025 +21%
OIA
935
OneDigital Investment Advisors
Kansas
$389K +$445K +5,925 New
CPIG
936
Chicago Partners Investment Group
Illinois
$387K +$147K +1,950 +59%
C1AG
937
Client 1st Advisory Group
Florida
$385K +$50.7K +675 +13%
SC
938
Saturna Capital
Washington
$381K +$9.39K +125 +2%
FEG
939
Financial Enhancement Group
Indiana
$381K +$41.3K +550 +10%
TCM
940
Tributary Capital Management
Nebraska
$380K -$5.63K -75 -1%
BP
941
Ballentine Partners
Massachusetts
$379K +$16.9K +225 +4%
ISL
942
Ingalls & Snyder LLC
New York
$376K -$4.31M -57,300 -91%
MC
943
Moors & Cabot
Massachusetts
$375K -$39.4K -525 -8%
WI
944
Wintrust Investments
Illinois
$373K -$3.76K -50 -0.9%
SI
945
Stephens Inc
Arkansas
$370K +$18.8K +250 +5%
WMA
946
Wealth Management Associates
New Jersey
$370K
WJWM
947
Williams Jones Wealth Management
New York
$365K -$92K -1,225 -18%
OWA
948
One Wealth Advisors
California
$362K -$1.88K -25 -0.5%
ETIA
949
Epic Trust Investment Advisors
Washington
$362K +$413K +5,500 New
EWM
950
Evercore Wealth Management
New York
$361K