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Name Holding Trade Value Shares
Change
Change in
Stake
CC
1026
Chicago Capital
Illinois
$458K -$2.83K -10 -0.6%
FHC
1027
First Horizon Corporation
Tennessee
$458K -$848 -3 -0.2%
DBG
1028
De Burlo Group
Massachusetts
$457K -$22.3K -79 -5%
IA
1029
Integrity Alliance
Iowa
$457K -$25.4K -90 -5%
1SB
1030
1ST Source Bank
Indiana
$456K -$5.65K -20 -1%
BFG
1031
Beacon Financial Group
Texas
$452K +$1.98K +7 +0.4%
ML
1032
McAdam LLC
Pennsylvania
$449K +$98K +347 +27%
SCS
1033
Sound Capital Solutions
Florida
$448K +$459K +1,626 New
DWM
1034
Dynasty Wealth Management
Florida
$447K +$458K +1,620 New
KAS
1035
KPP Advisory Services
Kentucky
$447K +$40.1K +142 +10%
OWA
1036
One Wealth Advisors
California
$446K -$77.1K -273 -14%
VCM
1037
Versant Capital Management
Arizona
$445K +$28.8K +102 +7%
HIIFS
1038
Harel Insurance Investments & Financial Services
Israel
$444K +$384K +1,360 +544%
FFA
1039
Fragasso Financial Advisors
Pennsylvania
$444K +$82.2K +291 +22%
TAM
1040
Trillium Asset Management
Massachusetts
$443K -$38.7K -137 -8%
ZBNA
1041
Zions Bancorporation, National Association
Utah
$442K +$37K +131 +9%
FWI
1042
Facet Wealth Inc
Maryland
$442K +$67.8K +240 +18%
BCM
1043
Brookstone Capital Management
Illinois
$439K +$179K +633 +66%
AP
1044
Appleton Partners
Massachusetts
$439K
SAI
1045
Systematic Alpha Investments
New Jersey
$436K
OAM
1046
Occidental Asset Management
California
$434K +$84.5K +299 +23%
LWCFA
1047
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$432K
RGC
1048
Roberts, Glore & Co
Illinois
$431K -$4.24K -15 -1%
SC
1049
Sawyer & Company
Massachusetts
$430K -$14.1K -50 -3%
BPWM
1050
BCS Private Wealth Management
New Jersey
$430K +$440K +1,559 New