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Name Holding Trade Value Shares
Change
Change in
Stake
MG
1426
Mather Group
Illinois
$181K -$61.6K -187 -24%
SC
1427
SouthState Corp
Florida
$181K -$980K -2,976 -86%
IBOK
1428
Independence Bank of Kentucky
Kentucky
$180K
PWMG
1429
Prestige Wealth Management Group
New Jersey
$179K
OWA
1430
Opal Wealth Advisors
New York
$178K +$161K +489 New
WOC
1431
West Oak Capital
California
$175K
IWA
1432
Icon Wealth Advisors
Texas
$174K +$157K +478 New
ECM
1433
Estabrook Capital Management
New York
$172K
UFF
1434
USA Financial Formulas
Michigan
$167K -$9.22K -28 -6%
EWP
1435
Elevation Wealth Partners
California
$164K -$329 -1 -0.2%
JSAM
1436
J. Safra Asset Management
New York
$156K
WWP
1437
WR Wealth Planners
Missouri
$152K +$138K +419 New
CB
1438
Community Bank
New York
$145K
ITIM
1439
Indiana Trust & Investment Management
Indiana
$143K
WCM
1440
Westend Capital Management
California
$143K +$130K +395 New
BGAI
1441
Bruce G. Allen Investments
Colorado
$140K -$4.61K -14 -4%
OPTFSNA
1442
Old Point Trust & Financial Services N A
Virginia
$140K
AF
1443
Advisornet Financial
Minnesota
$136K -$6.25K -19 -5%
GFPC
1444
Global Financial Private Client
Florida
$134K
SIC
1445
Salem Investment Counselors
North Carolina
$134K +$7.9K +24 +7%
CBT
1446
Central Bank & Trust
Kentucky
$131K
MA
1447
MCF Advisors
Kentucky
$130K
RWM
1448
Raffa Wealth Management
District of Columbia
$127K +$104K +316 +903%
RFA
1449
Register Financial Advisors
Georgia
$123K +$105K +320 +1,600%
WBC
1450
West Branch Capital
Massachusetts
$123K