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Name Holding Trade Value Shares
Change
Change in
Stake
XF
951
XML Financial
Maryland
$708K
SB
952
Simmons Bank
Arkansas
$702K +$224K +823 +47%
OWP
953
ORG Wealth Partners
Texas
$700K -$10.9K -40 -2%
WC
954
Waterloo Capital
Texas
$699K -$115K -424 -14%
PFBT
955
Parkside Financial Bank & Trust
Missouri
$697K +$815 +3 +0.1%
FH
956
FWG Holdings
Florida
$696K +$33.4K +123 +5%
HPBT
957
Hickory Point Bank & Trust
Illinois
$692K
GIM
958
Goelzer Investment Management
Indiana
$691K +$815 +3 +0.1%
LWP
959
Laurel Wealth Planning
Minnesota
$687K
RFP
960
Root Financial Partners
California
$687K +$26.9K +99 +4%
DWM
961
Dakota Wealth Management
Florida
$686K -$543K -1,998 -44%
BFG
962
Berger Financial Group
Minnesota
$685K -$16.3K -60 -2%
CC
963
Courier Capital
New York
$684K
GM
964
GeoWealth Management
Illinois
$678K +$332K +1,221 +97%
SCA
965
Stonebridge Capital Advisors
Minnesota
$678K -$6.79K -25 -1%
RIS
966
Retirement Income Solutions
Michigan
$677K +$17.1K +63 +3%
MFA
967
Mayflower Financial Advisors
Massachusetts
$677K -$7.06K -26 -1%
TM
968
TigerOak Management
New Mexico
$677K
ACS
969
Archford Capital Strategies
Illinois
$675K -$609K -2,242 -48%
BTD
970
BankPlus Trust Department
Mississippi
$674K +$659K +2,427 +6,934%
BWM
971
Biltmore Wealth Management
Arizona
$670K +$35.6K +131 +6%
PCG
972
Prosperity Consulting Group
Maryland
$668K +$48.9K +180 +8%
NME
973
Notis-McConarty Edward
$665K
OPCM
974
Osborne Partners Capital Management
California
$665K -$9.51K -35 -1%
CI
975
Cigna Investments
Connecticut
$663K -$10.9K -40 -2%