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Name Holding Trade Value Shares
Change
Change in
Stake
SF
601
Summit Financial
New Jersey
$840K +$301 +2 +0%
BDPWM
602
Barnes Dennig Private Wealth Management
Ohio
$839K -$12.9K -86 -2%
GT
603
Greenleaf Trust
Michigan
$838K -$7.06K -47 -0.9%
SFS
604
Stiles Financial Services
Minnesota
$836K -$601 -4 -0.1%
AUB
605
Atlantic Union Bankshares
Virginia
$831K -$100K -667 -12%
V
606
VeraBank
Texas
$831K
ZF
607
Zhang Financial
Michigan
$829K -$5.41K -36 -0.7%
HI
608
Harbour Investments
Wisconsin
$828K +$457K +3,040 +149%
AMG
609
Advisors Management Group
Wisconsin
$828K -$4.36K -29 -0.6%
HSA
610
HBK Sorce Advisory
Pennsylvania
$827K +$79K +526 +14%
PNC
611
Park National Corp
Ohio
$825K -$96.2K -640 -11%
AWM
612
AE Wealth Management
Kansas
$819K +$186K +1,235 +33%
XWL
613
XXI Wealth LLC
Illinois
$819K +$754K +5,020 New
SA
614
Strategic Advisors
New York
$819K -$4.51K -30 -0.6%
CCG
615
Ceeto Capital Group
Florida
$818K
CT
616
Caldwell Trust
Florida
$816K -$13.5K -90 -2%
BCI
617
Brinker Capital Investments
Pennsylvania
$815K -$33.4K -222 -4%
SCA
618
Snowden Capital Advisors
New York
$810K +$9.62K +64 +1%
IAN
619
Integrated Advisors Network
Texas
$804K -$75K -499 -9%
7WCP
620
71 West Capital Partners
Massachusetts
$803K +$740K +4,925 New
OFS
621
OneAscent Financial Services
Alabama
$793K +$6.91K +46 +1%
WPA
622
West Paces Advisors
Georgia
$793K +$3.46K +23 +0.5%
LFAS
623
Level Four Advisory Services
Texas
$791K -$7.36K -49 -1%
FFBTD
624
First Financial Bank - Trust Division
Ohio
$787K -$46.3K -308 -6%
PA
625
Profund Advisors
Maryland
$784K -$133K -884 -16%