Name Holding Trade Value Shares
Change
Change in
Stake
BHBT
976
Burke & Herbert Bank & Trust
Virginia
$952K -$7.35K -50 -0.8%
SLWA
977
San Luis Wealth Advisors
California
$952K -$229K -1,559 -19%
WAC
978
William Allan Corp
Colorado
$951K +$76.3K +519 +9%
HA
979
Herold Advisors
New York
$949K +$167K +1,137 +21%
MMHP
980
Murphy Middleton Hinkle & Parker
Georgia
$948K -$441 -3 -0%
BA
981
Ballast Advisors
Minnesota
$948K -$735 -5 -0.1%
NFG
982
Nations Financial Group
Iowa
$947K +$24.7K +168 +3%
ARC
983
Advisor Resource Council
Texas
$946K +$1.05M +7,136 New
ACA
984
Aptus Capital Advisors
Alabama
$946K -$54.7K -372 -5%
BC
985
Broadwater Capital
Massachusetts
$940K – – –
ACA
986
Atlas Capital Advisors
Wyoming
$939K -$127K -865 -12%
WTB
987
Washington Trust Bank
Washington
$939K -$122K -831 -11%
BMWS
988
Brady Martz Wealth Solutions
North Dakota
$938K -$11.6K -79 -1%
SC
989
SouthState Corp
Florida
$938K +$122K +832 +15%
ET
990
Equitable Trust
Tennessee
$938K -$104K -711 -10%
SCM
991
Shelton Capital Management
Colorado
$937K -$12.2K -83 -1%
UAG
992
United Advisor Group
Ohio
$937K -$5.88K -40 -0.6%
IG
993
ING Group
Netherlands
$934K -$26.1M -177,379 -97%
HR
994
Howe & Rusling
New York
$932K +$56.6K +385 +6%
BWP
995
Baldwin Wealth Partners
Massachusetts
$932K – – –
Aristotle Capital Management
996
Aristotle Capital Management
California
$928K – – –
EHC
997
Everett Harris & Co
California
$926K -$81.5K -555 -8%
PMWMG
998
Parr McKnight Wealth Management Group
Minnesota
$920K -$77.1K -525 -8%
GL
999
Graypoint LLC
New York
$920K +$67.7K +461 +8%
GS
1000
GWN Securities
Florida
$915K +$599K +4,079 +192%