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Name Holding Trade Value Shares
Change
Change in
Stake
BCM
401
Birmingham Capital Management
Alabama
$951K +$1.49K +40 +0.2%
EWM
402
Edge Wealth Management
New York
$948K -$167K -4,475 -15%
LW
403
Linscomb Wealth
Texas
$940K +$106K +2,835 +13%
MCM
404
Monarch Capital Management
Indiana
$940K
Wealth Enhancement Advisory Services
405
Wealth Enhancement Advisory Services
Minnesota
$936K +$922K +24,680 New
AWE
406
Avidian Wealth Enterprises
Texas
$930K -$4.93K -132 -0.5%
HT
407
Heritage Trust
Oklahoma
$920K
BCP
408
Blackhawk Capital Partners
Wisconsin
$920K -$88.1K -2,358 -9%
PFO
409
Pathstone Family Office
New Jersey
$920K -$266K -7,125 -23%
BL
410
BFSG LLC
California
$918K -$1.31K -35 -0.1%
GD
411
Grandfield & Dodd
New York
$913K +$27K +722 +3%
CAG
412
Csenge Advisory Group
Florida
$906K -$7.29K -195 -0.8%
OPWM
413
Oxinas Partners Wealth Management
Indiana
$901K -$7.47K -200 -0.8%
CA
414
Cullinan Associates
Kentucky
$895K -$131K -3,500 -13%
MG
415
Mather Group
Illinois
$892K +$203K +5,427 +30%
SF
416
Synovus Financial
Georgia
$887K -$113K -3,021 -11%
CCB
417
Country Club Bank
Missouri
$886K +$484K +12,962 +125%
DWA
418
Douglass Winthrop Advisors
New York
$882K
BCM
419
Brookstone Capital Management
Illinois
$880K -$216K -5,793 -21%
PGIM
420
Pacific Global Investment Management
California
$877K -$56.3K -1,506 -6%
LBWM
421
Left Brain Wealth Management
Illinois
$876K -$44.8K -1,199 -5%
ET
422
Equitable Trust
Tennessee
$873K +$9.34K +250 +1%
CAM
423
Cozad Asset Management
Illinois
$870K -$269K -7,188 -24%
FM
424
Foster & Motley
Ohio
$870K +$180K +4,809 +27%
CF
425
Centaurus Financial
California
$866K +$29.6K +793 +4%