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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
2626
Legacy Financial Advisors
Kentucky
$4.5M -$49.6K -195 -1%
WG
2627
Watchman Group
Texas
$4.5M +$78.8K +310 +2%
FNBOSM
2628
First National Bank of South Miami
Florida
$4.49M +$215K +847 +5%
GWM
2629
GSB Wealth Management
Connecticut
$4.48M +$49.8K +196 +1%
FA
2630
Fiducient Advisors
Illinois
$4.47M -$280K -1,100 -6%
CP
2631
Castleview Partners
Texas
$4.47M +$4.2M +16,506 New
MA
2632
MONECO Advisors
Connecticut
$4.47M -$704K -2,770 -14%
TI
2633
tru Independence
Oregon
$4.47M -$3.23M -12,711 -44%
CIA
2634
Citadel Investment Advisory
Ohio
$4.47M -$90.2K -355 -2%
CBT
2635
CoreFirst Bank & Trust
Kansas
$4.46M -$22.9K -90 -0.5%
MPPW
2636
Mitchell & Pahl Private Wealth
Oklahoma
$4.46M +$7.12K +28 +0.2%
FPCP
2637
Fort Point Capital Partners
California
$4.46M +$169K +663 +4%
SW
2638
SkyOak Wealth
Michigan
$4.45M +$59.5K +234 +1%
SJL
2639
Shayne & Jacobs LLC
Tennessee
$4.44M -$39.4K -155 -0.9%
CIP
2640
Capital Insight Partners
Arizona
$4.44M -$56.9K -224 -1%
WWM
2641
Wolff Wiese Magana
California
$4.43M +$120K +471 +3%
VWM
2642
Vigilare Wealth Management
Arizona
$4.42M +$197K +774 +5%
TNAM
2643
Terra Nova Asset Management
New York
$4.41M -$272K -1,069 -6%
BCM
2644
Bienville Capital Management
New York
$4.4M +$839K +3,300 +25%
LA
2645
Legacy Advisors
Pennsylvania
$4.4M -$86.7K -341 -2%
WI
2646
Wedgewood Investors
Pennsylvania
$4.4M -$76.3K -300 -2%
MSS
2647
Mitchell Sinkler & Starr
Pennsylvania
$4.39M +$102K +400 +3%
DFG
2648
Delphi Financial Group
Delaware
$4.39M
CBFP
2649
Cedar Brook Financial Partners
Ohio
$4.39M +$309K +1,216 +8%
CSM
2650
CAMG Solamere Management
North Carolina
$4.38M -$865K -3,403 -17%