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Name Holding Trade Value Shares
Change
Change in
Stake
BMM
1126
Buffington Mohr McNeal
Idaho
$883K
WA
1127
Wealth Architects
California
$882K -$5.23K -41 -0.6%
SWM
1128
Stockman Wealth Management
Montana
$880K -$13K -102 -2%
CCM
1129
Crossvault Capital Management
Texas
$880K +$8.67K +68 +1%
SFA
1130
Semmax Financial Advisors
North Carolina
$878K +$490K +3,847 +144%
WC
1131
Weil Company
California
$874K +$238K +1,868 +41%
CFGS
1132
Concourse Financial Group Securities
Alabama
$873K -$207K -1,625 -20%
IC
1133
Inverness Counsel
New York
$872K
MWP
1134
MYCIO Wealth Partners
Pennsylvania
$871K +$1.15K +9 +0.1%
RCA
1135
Rowland Carmichael Advisors
Arizona
$870K +$56.3K +442 +7%
SFG
1136
SNS Financial Group
Minnesota
$869K -$197K -1,548 -19%
BAM
1137
Belpointe Asset Management
Nevada
$867K +$231K +1,812 +39%
EWM
1138
Evermay Wealth Management
Virginia
$863K +$26.6K +209 +3%
TPWA
1139
TRUE Private Wealth Advisors
Oregon
$862K +$11K +86 +1%
NCM
1140
Narwhal Capital Management
Georgia
$862K +$447K +3,503 +121%
SFG
1141
StrategIQ Financial Group
Indiana
$861K -$39.1K -307 -5%
BS
1142
Bessemer Securities
New York
$861K
CA
1143
Cambridge Advisors
Nebraska
$859K -$26.6K -209 -3%
MFG
1144
Merit Financial Group
Georgia
$855K -$8.54K -67 -1%
CPR
1145
CSU Producer Resources
Ohio
$847K
RI
1146
Ridgewood Investments
New Jersey
$846K -$49.5K -388 -6%
PV
1147
Private Vista
Illinois
$845K -$15K -118 -2%
1WA
1148
180 Wealth Advisors
Washington
$843K -$610K -4,785 -43%
Fiera Capital (Canada)
1149
Fiera Capital (Canada)
Quebec, Canada
$842K -$34.7K -272 -4%
HBT
1150
Hills Bank & Trust
Iowa
$842K +$70K +549 +10%