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Name Holding Trade Value Shares
Change
Change in
Stake
IW
951
Imprint Wealth
South Carolina
$688K +$649K +1,937 New
WSTAM
952
Wilbanks Smith & Thomas Asset Management
Virginia
$672K -$1.34K -4 -0.2%
LC
953
LCNB Corp
Ohio
$670K -$29.5K -88 -4%
DAC
954
Dividend Assets Capital
South Carolina
$669K
WFI
955
West Family Investments
California
$668K
BMC
956
Beaton Management Company
Massachusetts
$664K
CIAS
957
Capital Investment Advisory Services
North Carolina
$664K -$183K -546 -23%
NP
958
Nilsine Partners
Colorado
$662K +$624K +1,862 New
CCM
959
Cohen Capital Management
California
$658K
LWMM
960
Legacy Wealth Management (Mississippi)
Mississippi
$657K
LNB
961
Ledyard National Bank
$654K -$9.38K -28 -1%
HIC
962
Holderness Investments Company
North Carolina
$653K +$4.35K +13 +0.7%
RBC
963
Romano Brothers & Co
Illinois
$646K +$94.1K +281 +18%
EWM
964
Evercore Wealth Management
New York
$645K -$61.3K -183 -9%
CRC
965
Curi RMB Capital
Illinois
$641K
CWM
966
Chesapeake Wealth Management
Virginia
$633K
GL
967
Graypoint LLC
New York
$633K +$101K +302 +20%
NERM
968
New England Research & Management
Illinois
$631K +$594K +1,775 New
FCAG
969
First Capital Advisors Group
New Jersey
$629K -$12.7K -38 -2%
MSS
970
Mitchell Sinkler & Starr
Pennsylvania
$625K +$172K +515 +41%
GW
971
GW & Wade
Massachusetts
$620K -$3.68K -11 -0.6%
IAMOG
972
Investors Asset Management of Georgia
Georgia
$617K
IWM
973
IHT Wealth Management
Illinois
$616K +$106K +318 +22%
GT
974
Glenview Trust
Kentucky
$614K +$7.37K +22 +1%
Walleye Trading
975
Walleye Trading
New York
$606K -$16.9M -50,576 -97%