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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
301
Annex Advisory Services
Wisconsin
$54K +$57.6K +13,800 New
CG
302
Caprock Group
Idaho
$53K -$19.9K -4,766 -26%
VWM
303
Vigilare Wealth Management
Arizona
$52K +$5.22K +1,250 +10%
MTC
304
McDaniel Terry & Co
Texas
$51K -$9.39K -2,250 -15%
SSWM
305
Sheets Smith Wealth Management
North Carolina
$51K
SYBT
306
Stock Yards Bank & Trust
Kentucky
$51K +$88 +21 +0.2%
Fisher Asset Management
307
Fisher Asset Management
Washington
$50K +$7.1K +1,702 +16%
IFWM
308
Institute for Wealth Management
Colorado
$50K +$52.6K +12,598 New
KeyBank National Association
309
KeyBank National Association
Ohio
$49K -$7.63K -1,828 -13%
CCP
310
Corient Capital Partners
California
$49K +$9.73K +2,332 +23%
JIC
311
Johnson Investment Counsel
Ohio
$49K +$52K +12,451 New
FB
312
Fulton Bank
Pennsylvania
$48K -$306K -73,405 -86%
NCM
313
Northside Capital Management
Oregon
$48K
CWM
314
Cornerstone Wealth Management
Missouri
$48K +$50.1K +12,016 New
SMH
315
Sanders Morris Harris
Texas
$48K +$50.2K +12,031 New
LNC
316
Lincoln National Corp
Pennsylvania
$48K +$50.6K +12,125 New
CCB
317
Cutter & Co Brokerage
Missouri
$47K +$49.3K +11,803 New
Carson Wealth (CWM LLC)
318
Carson Wealth (CWM LLC)
Nebraska
$46K
FHA
319
Flagship Harbor Advisors
Massachusetts
$46K +$48K +11,505 New
CW
320
CreativeOne Wealth
Kansas
$46K +$48.1K +11,520 New
CFB
321
Cullen/Frost Bankers
Texas
$44K
STA
322
Summit Trail Advisors
New York
$44K +$45.9K +11,000 New
WIA
323
Westbourne Investment Advisors
Maryland
$44K +$45.9K +11,000 New
KWM
324
Kingsview Wealth Management
Oregon
$44K +$46.2K +11,080 New
LWM
325
Laidlaw Wealth Management
New York
$44K +$46.6K +11,174 New