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Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
1351
Greenup Street Wealth Management
Michigan
$992K -$243K -5,035 -19%
PAMG
1352
Patton Albertson Miller Group
Tennessee
$987K +$20K +415 +2%
SMC
1353
Smith, Moore & Co
Missouri
$985K +$217K +4,496 +27%
GA
1354
GoalVest Advisory
New York
$979K +$1.01M +20,904 New
ACA
1355
Atlas Capital Advisors
Wyoming
$973K
FNT
1356
First Nebraska Trust
Nebraska
$973K -$1.93K -40 -0.2%
SCI
1357
Stableford Capital II
Arizona
$972K -$5.49K -114 -0.6%
OIA
1358
OneDigital Investment Advisors
Kansas
$972K +$117K +2,426 +13%
MFA
1359
Mayflower Financial Advisors
Massachusetts
$971K +$3.23K +67 +0.3%
AIA
1360
Alera Investment Advisors
Illinois
$967K +$995K +20,650 New
WTA
1361
Washington Trust Advisors
Massachusetts
$964K -$182K -3,771 -15%
CWM
1362
Calamos Wealth Management
Illinois
$959K -$14.6K -304 -1%
CIC
1363
Cornercap Investment Counsel
Georgia
$959K +$986K +20,466 New
9WM
1364
9258 Wealth Management
Ohio
$958K -$75K -1,557 -7%
JAG
1365
Journey Advisory Group
Kentucky
$958K +$248K +5,143 +34%
T
1366
TOBAM
France
$958K +$309K +6,421 +46%
SSG
1367
Summit Securities Group
New York
$958K +$675K +14,019 +218%
LK
1368
Lumbard & Kellner
New Hampshire
$950K +$2.31K +48 +0.2%
BFM
1369
Boston Financial Management
Massachusetts
$947K +$338K +7,016 +53%
CIA
1370
Citadel Investment Advisory
Ohio
$942K -$25.9K -537 -3%
VCM
1371
Virtue Capital Management
Tennessee
$941K +$198K +4,118 +26%
MGIA
1372
Moneta Group Investment Advisors
Missouri
$940K -$191K -3,964 -16%
LWM
1373
Laidlaw Wealth Management
New York
$940K -$186K -3,868 -16%
EB
1374
Eastern Bank
Massachusetts
$939K -$12.6M -262,585 -93%
DBT
1375
Dubuque Bank & Trust
Iowa
$939K -$35.5K -737 -4%