Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
2226
Cary Street Partners Investment Advisory
Virginia
$664K +$27.6K +449 +5%
DWM
2227
Destination Wealth Management
California
$664K -$26.8K -436 -4%
ETC
2228
Exchange Traded Concepts
Oklahoma
$662K +$184K +2,986 +46%
OBWG
2229
Onyx Bridge Wealth Group
New York
$661K -$430 -7 -0.1%
FFC
2230
First Financial Corp
Indiana
$661K -$61.3K -997 -9%
SPF
2231
South Plains Financial
Texas
$660K +$67.6K +1,100 +13%
VC
2232
Veracity Capital
Georgia
$660K -$64.7K -1,053 -10%
TCWA
2233
Turtle Creek Wealth Advisors
Texas
$660K -$46.7K -760 -7%
GL
2234
Gerber LLC
Ohio
$659K +$7.74K +126 +1%
QP
2235
Quilter Plc
United Kingdom
$657K +$97.6K +1,588 +20%
SPL
2236
Smart Portfolios LLC
Washington
$655K -$7.07K -115 -1%
KFS
2237
Keynote Financial Services
Connecticut
$655K -$33.3K -542 -5%
CWMK
2238
Caliber Wealth Management (Kansas)
Kansas
$654K +$161K +2,615 +38%
NFG
2239
Nadler Financial Group
Illinois
$654K -$16.8K -274 -3%
CF
2240
Claris Financial
Virginia
$654K -$46.5K -757 -7%
WAG
2241
Winthrop Advisory Group
Massachusetts
$652K +$44.4K +723 +8%
DI
2242
DAGCO Inc
Ohio
$652K +$184 +3 +0%
FB
2243
First Bancorp
Maine
$650K -$4.73K -77 -0.8%
TWA
2244
TCI Wealth Advisors
Arizona
$650K -$15.6K -254 -3%
CG
2245
Clifford Group
Massachusetts
$649K +$13.4K +218 +2%
CBT
2246
CoreFirst Bank & Trust
Kansas
$647K +$11.1K +180 +2%
LI
2247
LVZ Inc
Michigan
$646K +$8.48K +138 +2%
DA
2248
Drake & Associates
Wisconsin
$645K +$571K +9,291 New
BTWM
2249
Brass Tax Wealth Management
Ohio
$645K +$46.5K +756 +9%
BBI
2250
Baxter Bros Inc
Connecticut
$644K +$8.36K +136 +1%