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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
626
Thrive Wealth Management
Pennsylvania
$594K -$1.14K -13 -0.2%
WG
627
Welch Group
Alabama
$591K
CFA
628
CWS Financial Advisors
Michigan
$589K +$72.7K +826 +15%
SMA
629
Sage Mountain Advisors
Georgia
$588K +$173K +1,965 +45%
SFI
630
Siemens Fonds Invest
Germany
$586K +$6.95K +79 +1%
FCB
631
First County Bank
Connecticut
$585K -$138K -1,569 -20%
SW
632
StrongBox Wealth
Missouri
$582K
UB
633
UMB Bank
Missouri
$580K -$5.8K -66 -1%
PPWP
634
Premier Path Wealth Partners
New Jersey
$578K +$13.9K +158 +3%
MWM
635
Manske Wealth Management
Texas
$576K -$12.3K -140 -2%
CC
636
Chicago Capital
Illinois
$572K
WANY
637
Wealthspire Advisors (New York)
New York
$570K -$53.5K -608 -9%
FMB
638
Field & Main Bank
Kentucky
$567K +$18.9K +215 +4%
LNWWM
639
Laird Norton Wetherby Wealth Management
California
$567K -$1.85K -21 -0.3%
HR
640
Howe & Rusling
New York
$565K +$88 +1 +0%
JIR
641
James Investment Research
Ohio
$564K -$17.5K -199 -3%
SGAM
642
Smith Group Asset Management
Texas
$559K
WCA
643
Westover Capital Advisors
Delaware
$559K
SYBT
644
Stock Yards Bank & Trust
Kentucky
$557K +$18.1K +206 +4%
FHC
645
First Heartland Consultants
Missouri
$554K -$3.61K -41 -0.7%
OAM
646
Oppenheimer Asset Management
New York
$550K -$24.6K -280 -5%
RFC
647
Regions Financial Corp
Alabama
$550K +$5.98K +68 +1%
NP
648
NorthRock Partners
Minnesota
$550K +$204K +2,316 +65%
WCM
649
Whitener Capital Management
North Carolina
$546K
NAS
650
Nicolet Advisory Services
Wisconsin
$545K +$3.17K +36 +0.6%