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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
726
Meridian Wealth Management
Kentucky
$1.14M -$1.07M -3,672 -49%
SP
727
Symmetry Partners
Connecticut
$1.14M -$50K -171 -4%
HFM
728
Hartford Financial Management
Connecticut
$1.14M -$79.8K -273 -7%
CFB
729
Cullen/Frost Bankers
Texas
$1.14M -$15.2K -52 -1%
SIA
730
Schechter Investment Advisors
Michigan
$1.13M -$112K -384 -9%
TCA
731
Transcend Capital Advisors
New Jersey
$1.12M -$17.5K -60 -2%
SFG
732
SNS Financial Group
Minnesota
$1.12M -$25.4K -87 -2%
FDS
733
Freedom Day Solutions
Texas
$1.11M -$803K -2,749 -43%
GIM
734
Groesbeck Investment Management
New Jersey
$1.1M – – –
ASN
735
Advisory Services Network
Georgia
$1.1M -$11.4K -39 -1%
SMH
736
Sanders Morris Harris
Texas
$1.09M – – –
FG
737
Fiduciary Group
Georgia
$1.09M -$2.92K -10 -0.3%
NSB
738
Norway Savings Bank
Maine
$1.09M – – –
WPW
739
Waldron Private Wealth
Pennsylvania
$1.09M -$84.5K -289 -7%
GRP
740
Global Retirement Partners
California
$1.08M +$114K +391 +12%
LCGC
741
Legacy Capital Group California
California
$1.08M -$10.5K -36 -1%
PCM
742
Prelude Capital Management
New York
$1.07M -$704K -2,410 -40%
TAM
743
Trust Asset Management
Texas
$1.06M – – –
CCG
744
Cypress Capital Group
Florida
$1.06M -$31.9K -109 -3%
CCA
745
Checchi Capital Advisers
California
$1.05M -$24K -82 -2%
ASBI
746
American State Bank (Iowa)
Iowa
$1.05M – – –
CCWM
747
Correct Capital Wealth Management
Missouri
$1.05M +$1.03M +3,509 New
SC
748
Syon Capital
California
$1.05M +$256K +875 +33%
SC
749
SouthState Corp
Florida
$1.04M +$869K +2,974 +595%
ESB
750
Essex Savings Bank
Connecticut
$1.04M +$26.3K +90 +3%