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Name Holding Trade Value Shares
Change
Change in
Stake
LCGC
1801
Legacy Capital Group California
California
$784K +$783K +2,156 New
CCM
1802
Canal Capital Management
Virginia
$783K +$18.5K +51 +2%
CB
1803
Community Bank
New York
$781K -$9.08K -25 -1%
EWM
1804
EPG Wealth Management
Georgia
$781K +$308K +848 +65%
WKWM
1805
Walter & Keenan Wealth Management
Indiana
$779K +$49.4K +136 +7%
DEM
1806
Disciplined Equity Management
Florida
$779K -$4K -11 -0.5%
EFG
1807
Everhart Financial Group
Ohio
$777K +$119K +327 +18%
MFWP
1808
Mosaic Family Wealth Partners
Missouri
$775K
CWS
1809
Confluence Wealth Services
Pennsylvania
$775K +$315K +868 +69%
RMC
1810
Resources Management Corp
Connecticut
$773K +$9.63M +26,503 +1,061%
CS
1811
Crescent Sterling
Louisiana
$768K +$120K +330 +19%
FW
1812
FirstPurpose Wealth
Utah
$768K +$36K +99 +5%
HHGA
1813
Halbert Hargrove Global Advisors
California
$767K +$17.1K +47 +2%
HFS
1814
Howard Financial Services
Texas
$767K +$3.63K +10 +0.5%
FCAG
1815
First Capital Advisors Group
New Jersey
$767K -$24.3K -67 -3%
AP
1816
Americana Partners
Texas
$766K +$104K +286 +16%
AB
1817
Atlas Brown
Kentucky
$764K
SWM
1818
Scissortail Wealth Management
Oklahoma
$763K -$172K -473 -18%
FFWA
1819
FRG Family Wealth Advisors
Washington
$763K -$14.5K -40 -2%
PA
1820
PSI Advisors
Florida
$763K -$3.63K -10 -0.5%
SFP
1821
Sandbox Financial Partners
Maryland
$762K -$15.6K -43 -2%
MMM
1822
Mendel Money Management
Illinois
$762K +$33.4K +92 +5%
Jones Financial Companies
1823
Jones Financial Companies
Missouri
$760K +$121K +332 +19%
AT
1824
Arden Trust
Delaware
$759K -$274K -755 -27%
AT
1825
Arvest Trust
Oklahoma
$758K +$56.3K +155 +8%