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Name Holding Trade Value Shares
Change
Change in
Stake
CWP
1251
Clark Wealth Partners
Illinois
$49.9K +$57.4K +273 New
EWP
1252
Elevation Wealth Partners
California
$48.3K +$210 +1 +0.4%
FMB
1253
Field & Main Bank
Kentucky
$47.5K – – –
JSAM
1254
J. Safra Asset Management
New York
$47K +$53.8K +256 New
LAMC
1255
Longview Asset Management (California)
California
$46.8K +$53.8K +256 New
PMFA
1256
Plante Moran Financial Advisors
Michigan
$43.8K – – –
LI
1257
LRI Investments
Florida
$43.7K -$103K -489 -67%
LIS
1258
Legacy Investment Solutions
Idaho
$43.6K – – –
LWMI
1259
Legacy Wealth Management (Idaho)
Idaho
$43.6K – – –
BOJHT
1260
Bank of Jackson Hole Trust
Wyoming
$43.1K +$49.6K +236 New
BGA
1261
Battery Global Advisors
Massachusetts
$42.6K – – –
PWMG
1262
Private Wealth Management Group
New Jersey
$42.6K -$1.47K -7 -3%
WT
1263
Washington Trust
Rhode Island
$42.6K +$8.62K +41 +21%
LDB
1264
Lee, Danner & Bass
Tennessee
$41.7K +$47.9K +228 New
WA
1265
WPG Advisers
Maryland
$40.9K +$47.1K +224 New
GBT
1266
Grove Bank & Trust
Florida
$40.2K +$16K +76 +53%
VWA
1267
VSM Wealth Advisory
Maryland
$40.2K +$46.3K +220 New
HWA
1268
HHM Wealth Advisors
Tennessee
$38.7K +$44.6K +212 New
TC
1269
Trust Company
Kansas
$38.7K – – –
TCM
1270
Tradewinds Capital Management
Washington
$38K – – –
BWL
1271
Bogart Wealth LLC
Virginia
$37.3K +$1.68K +8 +4%
MCM
1272
MV Capital Management
Maryland
$37.1K -$210 -1 -0.5%
OIAM
1273
OFI Invest Asset Management
France
$36.5K +$43.5K +207 New
HWM
1274
Hemington Wealth Management
Virginia
$36K +$6.73K +32 +19%
DAM
1275
Delta Asset Management
Tennessee
$35.8K – – –