Name Holding Trade Value Shares
Change
Change in
Stake
LCWP
951
Legacy Capital Wealth Partners
Arkansas
$693K +$653K +1,950 New
RWM
952
Ritholtz Wealth Management
New York
$691K +$3.35K +10 +0.5%
IW
953
Imprint Wealth
South Carolina
$688K +$649K +1,937 New
WSTAM
954
Wilbanks Smith & Thomas Asset Management
Virginia
$672K -$1.34K -4 -0.2%
LC
955
LCNB Corp
Ohio
$670K -$29.5K -88 -4%
DAC
956
Dividend Assets Capital
South Carolina
$669K – – –
WFI
957
West Family Investments
California
$668K – – –
BMC
958
Beaton Management Company
Massachusetts
$664K – – –
CIAS
959
Capital Investment Advisory Services
North Carolina
$664K -$183K -546 -23%
NP
960
Nilsine Partners
Colorado
$662K +$624K +1,862 New
CCM
961
Cohen Capital Management
California
$658K – – –
LWMM
962
Legacy Wealth Management (Mississippi)
Mississippi
$657K – – –
LNB
963
Ledyard National Bank
$654K -$9.38K -28 -1%
HIC
964
Holderness Investments Company
North Carolina
$653K +$4.35K +13 +0.7%
RBC
965
Romano Brothers & Co
Illinois
$646K +$94.1K +281 +18%
EWM
966
Evercore Wealth Management
New York
$645K -$61.3K -183 -9%
CRC
967
Curi RMB Capital
Illinois
$641K – – –
CWM
968
Chesapeake Wealth Management
Virginia
$633K – – –
GL
969
Graypoint LLC
New York
$633K +$101K +302 +20%
NERM
970
New England Research & Management
Illinois
$631K +$594K +1,775 New
FCAG
971
First Capital Advisors Group
New Jersey
$629K -$12.7K -38 -2%
MSS
972
Mitchell Sinkler & Starr
Pennsylvania
$625K +$172K +515 +41%
GW
973
GW & Wade
Massachusetts
$620K -$3.68K -11 -0.6%
IAMOG
974
Investors Asset Management of Georgia
Georgia
$617K – – –
IWM
975
IHT Wealth Management
Illinois
$616K +$106K +318 +22%