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Name Holding Trade Value Shares
Change
Change in
Stake
OC
676
Oakworth Capital
Alabama
$5.72K – – –
IAAG
677
Innovative Asset Advisors Group
Connecticut
$5.53K +$5.52K +29 New
DWM
678
Dogwood Wealth Management
Kansas
$5.14K +$3.24K +17 +170%
SPF
679
South Plains Financial
Texas
$4.57K – – –
MA
680
Montag & Associates
Georgia
$4.42K – – –
JFGIW
681
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.39K – – –
FG
682
Fairman Group
Pennsylvania
$4.39K – – –
EWP
683
Elevation Wealth Partners
California
$4.19K +$1.14K +6 +38%
BLC
684
Brown, Lisle/Cummings
Rhode Island
$3.62K +$3.62K +19 New
CPG
685
Cornerstone Planning Group
New Jersey
$3.62K +$2.47K +13 +260%
CT
686
Coastline Trust
Rhode Island
$3.43K – – –
CH
687
Cromwell Holdings
Wyoming
$2.86K +$952 +5 +50%
DPW
688
DiNuzzo Private Wealth
Pennsylvania
$2.86K – – –
SC
689
SouthState Corp
Florida
$2.86K – – –
BHWM
690
Bay Harbor Wealth Management
Maryland
$2.48K +$952 +5 +63%
AGWCA
691
Annis Gardner Whiting Capital Advisors
Florida
$2.29K – – –
PTC
692
Private Trust Company
Ohio
$2.29K – – –
AFG
693
Albion Financial Group
Utah
$2.1K – – –
AW
694
Avion Wealth
Texas
$2K – – –
MB
695
MidFirst Bank
Oklahoma
$1.91K -$393K -2,067 -100%
MWA
696
Medallion Wealth Advisors
Connecticut
$1.91K – – –
STB
697
S&T Bank
Pennsylvania
$1.91K – – –
TF
698
Tompkins Financial
New York
$1.91K – – –
HFS
699
Hughes Financial Services
Virginia
$1.91K +$381 +2 +25%
CFM
700
Cornerstone Financial Management
Massachusetts
$1.91K +$571 +3 +43%