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Name Holding Trade Value Shares
Change
Change in
Stake
FMC
1226
First Merchants Corp
Indiana
$719K +$629K +2,300 New
ACM
1227
AUA Capital Management
Pennsylvania
$717K +$11.8K +43 +2%
KWMG
1228
King Wealth Management Group
Florida
$715K
SWM
1229
Shelton Wealth Management
Texas
$709K +$620K +2,269 New
CAG
1230
Csenge Advisory Group
Florida
$708K -$44K -161 -7%
EWM
1231
Empirical Wealth Management
Washington
$708K -$3.01K -11 -0.5%
FB
1232
First Bancorp
Maine
$705K -$547 -2 -0.1%
JFGIW
1233
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$705K -$68.4K -250 -10%
HDIM
1234
Hanson & Doremus Investment Management
Vermont
$695K +$5.74K +21 +1%
SS
1235
Sunbelt Securities
Texas
$693K +$36.9K +135 +6%
LFM
1236
LGT Fund Management
Liechtenstein
$688K
DBIA
1237
Dumont & Blake Investment Advisors
New Jersey
$688K
FMWA
1238
Forvis Mazars Wealth Advisors
Missouri
$682K -$11.5K -42 -2%
C
1239
Certuity
Florida
$680K +$62.1K +227 +12%
APP
1240
Avantax Planning Partners
Iowa
$675K +$237K +866 +67%
CP
1241
Covenant Partners
Tennessee
$674K -$289K -1,056 -33%
CW
1242
Connectus Wealth
Ohio
$673K -$13.5M -49,530 -96%
UB
1243
Umpqua Bank
Oregon
$672K +$588K +2,149 New
GFP
1244
Gryphon Financial Partners
Ohio
$667K -$58.8K -215 -9%
DWA
1245
Douglass Winthrop Advisors
New York
$666K +$42.9K +157 +8%
TCWA
1246
Turtle Creek Wealth Advisors
Texas
$660K +$6.83K +25 +1%
SPWG
1247
Sage Private Wealth Group
Illinois
$660K +$111K +406 +24%
WBC
1248
West Branch Capital
Massachusetts
$658K -$30.6K -112 -5%
BW
1249
Bison Wealth
Georgia
$655K -$16.1K -59 -3%
SIM
1250
Sentry Investment Management
Wisconsin
$654K