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Name Holding Trade Value Shares
Change
Change in
Stake
FMB
701
Field & Main Bank
Kentucky
$790K +$75.1K +388 +10%
HIC
702
Harvey Investment Company
Kentucky
$786K
LBC
703
Lowe Brockenbrough & Co
Virginia
$784K +$825K +4,264 New
WA
704
WESPAC Advisors
California
$781K -$326K -1,686 -28%
CA
705
Clearstead Advisors
Ohio
$779K +$774K +4,001 +1,681%
IWN
706
Independent Wealth Network
Iowa
$778K -$15.7K -81 -2%
VCA
707
Verdence Capital Advisors
Maryland
$775K -$1.94K -10 -0.2%
UCFA
708
United Capital Financial Advisors
Texas
$775K +$270K +1,398 +50%
BCWM
709
Bartlett & Co Wealth Management
Ohio
$766K -$22.6K -117 -3%
FIM
710
Freedom Investment Management
Connecticut
$764K -$63.9K -330 -7%
ST
711
Somerset Trust
Pennsylvania
$757K +$16.8K +87 +2%
MWA
712
Midland Wealth Advisors
Illinois
$756K
IWM
713
IHT Wealth Management
Illinois
$753K +$88.4K +457 +13%
WG
714
Wealth Group
North Carolina
$750K +$24K +124 +3%
VBCG
715
Valley Brook Capital Group
Pennsylvania
$748K +$11.8K +61 +2%
FFM
716
Forum Financial Management
Illinois
$747K +$8.51K +44 +1%
FTDI
717
First Trust Direct Indexing
Massachusetts
$743K -$268K -1,383 -25%
Jones Financial Companies
718
Jones Financial Companies
Missouri
$741K +$191K +989 +32%
NIM
719
NEOS Investment Management
Connecticut
$740K +$193K +996 +33%
BBA
720
BLB&B Advisors
Pennsylvania
$739K
LFA
721
Legacy Financial Advisors
Kentucky
$737K +$9.29K +48 +1%
MAM
722
Marquette Asset Management
Minnesota
$735K
PWS
723
Private Wealth Strategies
Ohio
$735K
GFA
724
Gifford Fong Associates
California
$735K
FHA
725
Flagship Harbor Advisors
Massachusetts
$734K +$194K +1,003 +34%