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Name Holding Trade Value Shares
Change
Change in
Stake
RGC
1251
Roberts, Glore & Co
Illinois
$359K +$7.49K +190 +2%
NG
1252
Northstar Group
New York
$359K +$36.7K +930 +11%
MCWS
1253
McKinley Carter Wealth Services
West Virginia
$358K +$3.19K +81 +0.9%
NFG
1254
Nations Financial Group
Iowa
$356K +$39.1K +993 +12%
NA
1255
NewEdge Advisors
Louisiana
$356K +$362K +9,176 New
TTWM
1256
TCV Trust & Wealth Management
Virginia
$355K
SAM
1257
Security Asset Management
New York
$351K
WA
1258
WFG Advisors
Texas
$350K +$41.3K +1,048 +13%
SFS
1259
Sowell Financial Services
Arkansas
$349K +$14.5K +368 +4%
CAM
1260
Cypress Asset Management
Texas
$343K -$13.8K -350 -4%
WP
1261
WMS Partners
Maryland
$342K -$1.93K -49 -0.6%
PV
1262
Private Vista
Illinois
$342K +$23.7K +602 +7%
BAM
1263
Bruderman Asset Management
New York
$341K -$5.36K -136 -2%
AUB
1264
Atlantic Union Bankshares
Virginia
$340K +$3.98K +101 +1%
Koshinski Asset Management
1265
Koshinski Asset Management
Illinois
$339K +$41.9K +1,063 +14%
RS
1266
Robeco Schweiz
Switzerland
$338K
TBA
1267
Train Babcock Advisors
New York
$336K
DM
1268
Diker Management
New York
$335K
QAM
1269
QCI Asset Management
New York
$334K +$34.5K +876 +11%
GC
1270
Gilbert & Cook
Iowa
$334K +$338K +8,568 New
GC
1271
Grimes & Company
Massachusetts
$333K +$15.8K +400 +5%
WA1
1272
Wimmer Associates 1
California
$331K +$39 +1 +0%
LNB
1273
Ledyard National Bank
$330K +$13.6K +345 +4%
KWMG
1274
King Wealth Management Group
Florida
$329K
LCM
1275
Logan Capital Management
Pennsylvania
$329K +$44.6K +1,132 +15%