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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
851
Congress Wealth Management
Massachusetts
$476K +$462K +2,461 New
1SB
852
1ST Source Bank
Indiana
$471K +$13K +69 +3%
1W
853
1776 Wealth
Georgia
$469K -$7.14K -38 -2%
MMPW
854
Mitchell McLeod Pugh & Williams
Alabama
$469K
EHC
855
Everett Harris & Co
California
$468K
MI
856
Markston International
New York
$467K -$1.88K -10 -0.4%
VBCG
857
Valley Brook Capital Group
Pennsylvania
$466K
EWA
858
Encompass Wealth Advisors
Oregon
$465K
IWA
859
Intercontinental Wealth Advisors
Texas
$464K +$7.89K +42 +2%
CG
860
Colony Group
Massachusetts
$462K +$40.8K +217 +10%
RWM
861
Ritholtz Wealth Management
New York
$460K +$51.7K +275 +13%
LIM
862
Leavell Investment Management
Alabama
$459K
CCG
863
Cypress Capital Group
Florida
$457K +$444K +2,365 New
HPC
864
HM Payson & Co
Maine
$453K -$57.9K -308 -12%
PFBT
865
Parkside Financial Bank & Trust
Missouri
$451K -$68.8K -366 -14%
WWM
866
Western Wealth Management
Colorado
$450K +$437K +2,325 New
NFG
867
Next Financial Group
Texas
$449K +$115K +612 +36%
EGM
868
Engineers Gate Manager
New York
$448K +$88.5K +471 +26%
FMWA
869
Forvis Mazars Wealth Advisors
Missouri
$447K +$6.2K +33 +1%
CCMD
870
Cypress Capital Management (Delaware)
Delaware
$445K -$28.2K -150 -6%
SIG
871
Sky Investment Group
Connecticut
$444K -$5.63K -30 -1%
EARNEST Partners
872
EARNEST Partners
Georgia
$439K -$22K -117 -5%
PCA
873
Peddock Capital Advisors
Massachusetts
$439K
GAM
874
Griffin Asset Management
New York
$435K
RWM
875
RBA Wealth Management
California
$435K +$423K +2,250 New