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Name Holding Trade Value Shares
Change
Change in
Stake
ECM
851
Evergreen Capital Management
Washington
$696K +$103K +317 +19%
FCH
852
Freestone Capital Holdings
Washington
$696K +$131K +403 +25%
SFSG
853
Sound Financial Strategies Group
Mississippi
$693K -$23.3K -72 -3%
USGIU
854
U.S. Global Investors (USGI)
Texas
$693K
CWM
855
Congress Wealth Management
Massachusetts
$693K +$648K +2,001 New
HCM
856
Harvey Capital Management
Florida
$692K
WSTAM
857
Wilbanks Smith & Thomas Asset Management
Virginia
$686K -$11.3K -35 -2%
BFEC
858
Benjamin F. Edwards & Company
Missouri
$682K +$10.7K +33 +2%
LC
859
LCNB Corp
Ohio
$679K +$10.7K +33 +2%
TIA
860
Trust Investment Advisors
Indiana
$679K +$13.9K +43 +2%
AG
861
Ascent Group
Virginia
$679K +$696K +2,148 New
Manulife (Manufacturers Life Insurance)
862
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$674K +$13.9M +42,813 +2%
SW
863
SVB Wealth
Massachusetts
$672K -$459K -1,418 -42%
SC
864
Savant Capital
Illinois
$671K +$54.8K +169 +10%
BAM
865
Belpointe Asset Management
Nevada
$663K -$6.25M -19,306 -91%
TA
866
TFG Advisers
Michigan
$657K +$30.5K +94 +5%
HPWM
867
Highland Private Wealth Management
Washington
$655K +$30.1K +93 +5%
HIC
868
Holderness Investments Company
North Carolina
$653K +$1.62K +5 +0.3%
BMC
869
Beaton Management Company
Massachusetts
$649K
QCG
870
Quadrant Capital Group
Ohio
$648K -$82K -253 -12%
AWM
871
Axxcess Wealth Management
California
$645K +$603K +1,861 New
TCM
872
Tributary Capital Management
Nebraska
$639K -$25.9K -80 -4%
SFO
873
Stokes Family Office
Louisiana
$636K -$5.83K -18 -1%
PWPS
874
Pinnacle Wealth Planning Services
Ohio
$634K +$20.4K +63 +4%
PFBT
875
Parkside Financial Bank & Trust
Missouri
$625K +$295K +912 +102%