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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1001
Watershed Asset Management
California
$293K +$2.34K +10 +0.8%
NFP
1002
Narus Financial Partners
Utah
$292K +$285K +1,219 New
OWM
1003
OneAscent Wealth Management
Alabama
$292K -$20.6K -88 -7%
FWM
1004
Fairhaven Wealth Management
Illinois
$291K – – –
FWM
1005
Frontier Wealth Management
Missouri
$289K -$14.7K -63 -5%
SNB
1006
Security National Bank
Nebraska
$289K +$282K +1,206 New
CIC
1007
Cornercap Investment Counsel
Georgia
$287K -$1.87M -7,999 -87%
CW
1008
CreativeOne Wealth
Kansas
$287K -$1.41K -6 -0.5%
CCB
1009
Cutter & Co Brokerage
Missouri
$287K – – –
EHWM
1010
Eads & Heald Wealth Management
Georgia
$286K -$1.41K -6 -0.5%
APA
1011
American Portfolios Advisors
New York
$283K +$28.3K +121 +11%
ICG
1012
InterOcean Capital Group
Tennessee
$283K – – –
EI
1013
Ellevest Inc
New York
$283K +$144K +617 +109%
PAS
1014
Park Avenue Securities
New York
$282K -$64.8K -277 -19%
CCFCSB
1015
Cape Cod Five Cents Savings Bank
Massachusetts
$282K -$52.9K -226 -16%
DS
1016
DRW Securities
Illinois
$281K +$275K +1,174 New
AWA
1017
Arkadios Wealth Advisors
Georgia
$280K +$31.6K +135 +13%
GC
1018
Grimes & Company
Massachusetts
$279K – – –
CA
1019
Clearstead Advisors
Ohio
$278K +$234 +1 +0.1%
PFA
1020
Pure Financial Advisors
California
$278K +$3.51K +15 +1%
TCOT
1021
Trust Company of Toledo
Ohio
$277K -$9.13K -39 -3%
CTA
1022
Colonial Trust Advisors
South Carolina
$276K +$17.6K +75 +7%
MAM
1023
MMA Asset Management
Pennsylvania
$276K +$247K +1,057 New
OWA
1024
One Wealth Advisors
California
$275K +$269K +1,147 New
IF
1025
Ironwood Financial
Arizona
$273K – – –