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Name Holding Trade Value Shares
Change
Change in
Stake
OAM
1326
Optimal Asset Management
California
$1M -$541K -6,430 -32%
PCS
1327
Personal CFO Solutions
New Jersey
$1M +$473K +5,623 +69%
CWP
1328
CFM Wealth Partners
Texas
$999K -$18.5K -220 -2%
IIC
1329
Ironwood Investment Counsel
Arizona
$999K +$122K +1,452 +12%
MSS
1330
Mitchell Sinkler & Starr
Pennsylvania
$996K +$8.41K +100 +0.7%
Equitable Holdings
1331
Equitable Holdings
New York
$993K -$25.6K -304 -2%
Horizon Kinetics Asset Management
1332
Horizon Kinetics Asset Management
New York
$992K -$135K -1,606 -10%
SWA
1333
Stratos Wealth Advisors
Ohio
$992K +$30.9K +368 +3%
PCA
1334
Providence Capital Advisors
North Carolina
$991K +$37.4K +445 +3%
FFG
1335
Ford Financial Group
California
$990K -$41.9K -498 -3%
MMHP
1336
Murphy Middleton Hinkle & Parker
Georgia
$990K -$29.2K -347 -2%
RCA
1337
Ranch Capital Advisors
Florida
$989K -$72.5K -862 -6%
BSA
1338
Bull Street Advisors
Georgia
$986K +$15K +178 +1%
CB
1339
Cadence Bank
Mississippi
$985K -$63.1K -750 -5%
BB
1340
Berkshire Bank
Massachusetts
$981K +$1.15M +13,626 New
CWM
1341
Cordatus Wealth Management
Pennsylvania
$980K -$78.2K -930 -6%
LS
1342
Leelyn Smith
Illinois
$980K +$23K +274 +2%
WSC
1343
Wellington Shields & Co
New York
$979K +$96K +1,141 +9%
LTI
1344
Laffer Tengler Investments
Tennessee
$979K +$79K +939 +7%
PTP
1345
Platform Technology Partners
New York
$976K +$126K +1,501 +12%
PMG
1346
ProVise Management Group
Florida
$974K -$69.8K -830 -6%
EFSCE
1347
Enterprise Financial Services Corp (EFSC)
Missouri
$973K -$6.22K -74 -0.5%
FMB
1348
Field & Main Bank
Kentucky
$972K +$98.7K +1,173 +10%
ST
1349
Somerset Trust
Pennsylvania
$970K -$24.2K -288 -2%
CCM
1350
Condor Capital Management
New Jersey
$969K -$28.5K -339 -2%