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Name Holding Trade Value Shares
Change
Change in
Stake
XWM
926
Xcel Wealth Management
Florida
$493K +$20.9K +100 +5%
WPW
927
Waldron Private Wealth
Pennsylvania
$489K -$38.6K -185 -8%
MJP
928
Michael J. Puzo
$487K
ATC
929
Argent Trust Co
Tennessee
$486K -$1.25K -6 -0.3%
DIA
930
Dana Investment Advisors
Wisconsin
$485K +$18.6K +89 +4%
EWA
931
EP Wealth Advisors
California
$475K +$21.3K +102 +5%
VV
932
Verity & Verity
South Carolina
$471K +$445K +2,130 New
SYBT
933
Stock Yards Bank & Trust
Kentucky
$469K
MWM
934
Meridian Wealth Management
Kentucky
$468K +$453K +2,167 New
OPS
935
Orion Portfolio Solutions
Nebraska
$466K +$1.46K +7 +0.3%
FF
936
FourThought Financial
Florida
$466K +$451K +2,158 New
LNWTC
937
Laird Norton Wetherby Trust Company
Washington
$466K +$451K +2,158 New
S
938
SignatureFD
Georgia
$463K -$176K -841 -28%
GSIS
939
Global Strategic Investment Solutions
Arizona
$462K
QCM
940
Quantinno Capital Management
New York
$461K
IAN
941
Integrated Advisors Network
Texas
$460K +$37K +177 +9%
WOC
942
West Oak Capital
California
$459K
BFEC
943
Benjamin F. Edwards & Company
Missouri
$458K -$79.4K -380 -15%
EWM
944
Echo Wealth Management
Minnesota
$456K +$440K +2,106 New
CTFG
945
Capstone Triton Financial Group
Oklahoma
$455K +$439K +2,103 New
HP
946
Hikari Power
Japan
$454K
BHWM
947
Bar Harbor Wealth Management
New Hampshire
$453K -$27.8K -133 -6%
SW
948
StrongBox Wealth
Missouri
$447K +$37.6K +180 +10%
OLA
949
Oliver Luxxe Assets
New Jersey
$442K
FFA
950
First Foundation Advisors
California
$442K +$82.7K +396 +24%