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Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
976
Wedmont Private Capital
Pennsylvania
$3.79M +$286K +1,112 +9%
FDS
977
First Dallas Securities
Texas
$3.78M -$116K -449 -3%
KW
978
Keyvantage Wealth
Pennsylvania
$3.77M +$34.5K +134 +1%
BAM
979
Berkshire Asset Management
Pennsylvania
$3.75M +$258 +1 +0%
WE
980
Wealth Effects
Massachusetts
$3.74M +$254K +985 +8%
CC
981
Cypress Capital
Tennessee
$3.73M +$85.8K +333 +3%
PMWMG
982
Parr McKnight Wealth Management Group
Minnesota
$3.73M +$2.45M +9,520 +305%
ECM
983
Evergreen Capital Management
Washington
$3.72M +$181K +704 +6%
TPWM
984
Twelve Points Wealth Management
Massachusetts
$3.72M -$72.4K -281 -2%
LDB
985
Lee, Danner & Bass
Tennessee
$3.7M -$201K -779 -6%
CBA
986
Coastal Bridge Advisors
Connecticut
$3.69M +$76.5K +297 +2%
ACA
987
Atlas Capital Advisors
Wyoming
$3.68M -$802K -3,111 -20%
OPTFSNA
988
Old Point Trust & Financial Services N A
Virginia
$3.67M -$541K -2,098 -14%
I
989
InvesTrust
Oklahoma
$3.66M -$5.46M -21,200 -63%
BMWM
990
Brown Miller Wealth Management
Virginia
$3.66M -$67K -260 -2%
TA
991
TFG Advisers
Michigan
$3.66M +$81.4K +316 +3%
AI
992
AXS Investments
New York
$3.65M -$1.19M -4,638 -27%
RAM
993
Riggs Asset Management
Pennsylvania
$3.62M -$119K -463 -4%
TBA
994
Tower Bridge Advisors
Pennsylvania
$3.6M -$283K -1,100 -8%
PT
995
Plimoth Trust
Massachusetts
$3.58M -$55.4K -215 -2%
LCGC
996
Legacy Capital Group California
California
$3.57M +$2.08M +8,089 +200%
CANC
997
Culbertson A N & Co
Virginia
$3.57M – – –
CIA
998
Choate Investment Advisors
Massachusetts
$3.56M +$598K +2,320 +24%
SWM
999
Spire Wealth Management
Virginia
$3.56M -$178K -690 -5%
AFG
1000
Allegheny Financial Group
Pennsylvania
$3.55M -$42K -163 -1%
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