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Name Holding Trade Value Shares
Change 		Change in
Stake
DAC
1051
Dividend Assets Capital
South Carolina
$772K -$67K -170 -8%
WFI
1052
West Family Investments
California
$771K – – –
MWM
1053
Meridian Wealth Management
Kentucky
$770K +$39K +99 +6%
SMA
1054
Sage Mountain Advisors
Georgia
$768K +$52.4K +133 +8%
GWMR
1055
GC Wealth Management RIA
Massachusetts
$767K +$737K +1,868 New
HIC
1056
Holderness Investments Company
North Carolina
$765K +$9.86K +25 +1%
GP
1057
Girard Partners
Pennsylvania
$765K -$3.15K -8 -0.4%
CCA
1058
Childress Capital Advisors
Texas
$761K +$48.1K +122 +7%
LIG
1059
Lokken Investment Group
Delaware
$760K +$730K +1,851 New
CCM
1060
Cohen Capital Management
California
$760K – – –
EWM
1061
Evercore Wealth Management
New York
$758K -$2.76K -7 -0.4%
SW
1062
SlateStone Wealth
Florida
$757K -$3.55K -9 -0.5%
SSA
1063
South Street Advisors
New York
$757K – – –
QT
1064
Quantbot Technologies
New York
$757K +$727K +1,843 New
CRC
1065
Curi RMB Capital
Illinois
$756K -$5.13K -13 -0.7%
NB
1066
Northwest Bancshares
Pennsylvania
$755K – – –
PF
1067
Phoenix Financial
Israel
$753K -$569K -1,443 -46%
LC
1068
LCNB Corp
Ohio
$752K +$15.8K +40 +2%
FFA
1069
Farther Finance Advisors
California
$749K +$281K +712 +64%
AWM
1070
Angeles Wealth Management
California
$749K +$31.9K +81 +5%
KP
1071
Keel Point
Alabama
$747K -$20.5K -52 -3%
MWM
1072
MorganRosel Wealth Management
Colorado
$747K -$99K -251 -12%
MFG
1073
Merit Financial Group
Georgia
$744K -$2.63M -6,661 -79%
DJSG
1074
D.J. St. Germain
Massachusetts
$740K +$25.6K +65 +4%
LWMM
1075
Legacy Wealth Management (Mississippi)
Mississippi
$730K – – –
41 42
43
44 45