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Name Holding Trade Value Shares
Change
Change in
Stake
GJWM
1051
Gilliland Jeter Wealth Management
Arkansas
$546K +$344 +1 +0.1%
LFAS
1052
Level Four Advisory Services
Texas
$545K +$163K +473 +38%
EB
1053
Eastern Bank
Massachusetts
$545K +$541K +1,573 New
DIP
1054
Davis Investment Partners
North Carolina
$540K
CAG
1055
Crestwood Advisors Group
Massachusetts
$538K +$65.1K +189 +14%
PWA
1056
Provenance Wealth Advisors
Florida
$537K
CM
1057
Crestline Management
Texas
$533K +$530K +1,539 New
SF
1058
Summit Financial
New Jersey
$532K +$54.7K +159 +12%
PAS
1059
Professional Advisory Services
Florida
$528K
HCA
1060
Horan Capital Advisors
Ohio
$528K
MC
1061
Middleton & Co
Massachusetts
$528K
PCM
1062
Parsons Capital Management
Rhode Island
$526K
SVWAG
1063
Sound View Wealth Advisors Group
Georgia
$526K +$13.1K +38 +3%
DWM
1064
Drive Wealth Management
Utah
$525K -$3.44K -10 -0.7%
LFA
1065
Legacy Financial Advisors
Kentucky
$524K +$28.9K +84 +6%
ET
1066
Equitable Trust
Tennessee
$522K
WBG
1067
Wharton Business Group
Pennsylvania
$520K
OP
1068
ORG Partners
Indiana
$520K
GWM
1069
Gibbs Wealth Management
Georgia
$520K +$41.3K +120 +9%
ACA
1070
American Capital Advisory
Idaho
$516K
DFCM
1071
Dark Forest Capital Management
Puerto Rico
$514K -$274K -796 -35%
BTWM
1072
Baker Tilly Wealth Management
Wisconsin
$514K -$67.5K -196 -12%
DI
1073
Diligent Investors
California
$514K
JWCA
1074
J.W. Coons Advisors
Ohio
$510K
ML
1075
McAdam LLC
Pennsylvania
$507K +$1.38K +4 +0.3%