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Name Holding Trade Value Shares
Change
Change in
Stake
HW
776
Hancock Whitney
Mississippi
$650K +$2.71K +51 +0.4%
BW
777
Bison Wealth
Georgia
$649K +$64.8K +1,219 +11%
DWP
778
Daymark Wealth Partners
Ohio
$647K +$282K +5,304 +78%
MCP
779
Mirador Capital Partners
California
$646K -$532 -10 -0.1%
OWA
780
One Wealth Advisors
California
$644K +$152K +2,862 +31%
OWP
781
Obermeyer Wealth Partners
Colorado
$644K
PWA
782
Providence Wealth Advisors
Illinois
$642K -$23.5K -442 -4%
CFA
783
CWS Financial Advisors
Michigan
$640K -$72.9K -1,371 -10%
DI
784
DFPG Investments
Utah
$638K +$211K +3,979 +49%
DF
785
Donoghue Forlines
Massachusetts
$633K -$139K -2,615 -18%
LNWWM
786
Laird Norton Wetherby Wealth Management
California
$631K -$18.5K -348 -3%
PG
787
Prostatis Group
Maryland
$627K +$625K +11,764 New
NHC
788
Nicholas Hoffman & Company
Georgia
$625K
MG
789
Mather Group
Illinois
$624K +$88K +1,656 +16%
CPIG
790
Chicago Partners Investment Group
Illinois
$619K +$32.4K +610 +6%
BSW
791
Buckingham Strategic Wealth
Missouri
$619K +$68.5K +1,289 +12%
EP
792
Elkhorn Partners
Nebraska
$616K +$5.32K +100 +0.9%
CBTWT
793
Community Bank & Trust (Waco, Texas)
Texas
$613K -$6.91K -130 -1%
CSC
794
Caldwell Sutter Capital
California
$612K +$196K +3,684 +47%
CIA
795
Capital Investment Advisors
Georgia
$609K -$117K -2,192 -16%
RB
796
Renasant Bank
Mississippi
$608K -$81.1K -1,525 -12%
FDS
797
First Dallas Securities
Texas
$607K +$605K +11,391 New
SIG
798
Sargent Investment Group
Maryland
$606K +$33.5K +630 +6%
DAM
799
Diamant Asset Management
Connecticut
$601K -$15.9K -300 -3%
MWM
800
Mission Wealth Management
California
$597K +$84K +1,581 +16%