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Name Holding Trade Value Shares
Change
Change in
Stake
WCP
1026
Welch Capital Partners
New York
$447K – – –
1SB
1027
1ST Source Bank
Indiana
$447K – – –
CC
1028
Chicago Capital
Illinois
$445K +$2.77K +10 +0.6%
FHC
1029
First Horizon Corporation
Tennessee
$444K -$128K -463 -22%
WAM
1030
Watershed Asset Management
California
$443K – – –
C
1031
Certuity
Florida
$441K +$81.3K +294 +22%
MFS
1032
Madrona Financial Services
Washington
$440K -$830 -3 -0.2%
OFO
1033
OneAscent Family Office
Alabama
$438K -$254K -917 -36%
TC
1034
TownSquare Capital
Utah
$438K +$37.1K +134 +9%
GPW
1035
Genesis Private Wealth
Virginia
$438K +$212K +766 +88%
NFA
1036
Northern Financial Advisors
Michigan
$437K +$454K +1,640 New
BFG
1037
Beacon Financial Group
Texas
$436K +$4.98K +18 +1%
OF
1038
Optimize Financial
California
$435K +$60.9K +220 +16%
SW
1039
Simplicity Wealth
New Jersey
$435K +$65.3K +236 +17%
GCP
1040
GSA Capital Partners
United Kingdom
$433K -$155K -560 -26%
CFGW
1041
Chancellor Financial Group WB
Pennsylvania
$433K +$449K +1,623 New
SC
1042
Sawyer & Company
Massachusetts
$429K -$18.3K -66 -4%
CWS
1043
Confluence Wealth Services
Pennsylvania
$426K +$9.41K +34 +2%
AP
1044
Appleton Partners
Massachusetts
$425K – – –
LWCFA
1045
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$425K – – –
JSL
1046
JT Stratford LLC
Georgia
$425K -$42.1K -152 -9%
GJWM
1047
Gilliland Jeter Wealth Management
Arkansas
$423K +$553 +2 +0.1%
SAI
1048
Systematic Alpha Investments
New Jersey
$422K – – –
RGC
1049
Roberts, Glore & Co
Illinois
$421K -$8.3K -30 -2%
WANY
1050
Wealthspire Advisors (New York)
New York
$416K -$703K -2,540 -62%