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Name Holding Trade Value Shares
Change
Change in
Stake
FMB
601
Field & Main Bank
Kentucky
$966K -$13.4K -77 -1%
VFA
602
Valeo Financial Advisors
Indiana
$954K +$22K +126 +2%
CAG
603
Crestwood Advisors Group
Massachusetts
$947K +$450K +2,580 +85%
BEC
604
Blue Edge Capital
Virginia
$947K
AWM
605
AE Wealth Management
Kansas
$945K +$98.5K +565 +11%
WC
606
Wynn Capital
Georgia
$937K
CAM
607
Cidel Asset Management
Ontario, Canada
$934K +$135K +774 +16%
Lido Advisors
608
Lido Advisors
California
$933K -$124K -713 -11%
UWPG
609
Ullmann Wealth Partners Group
Florida
$931K -$31.5K -181 -3%
KPWS
610
Kestra Private Wealth Services
Texas
$929K -$256K -1,469 -21%
IWM
611
IHT Wealth Management
Illinois
$923K +$375K +2,153 +65%
EPW
612
Evolve Private Wealth
California
$922K +$41.1K +236 +5%
SMH
613
Sanders Morris Harris
Texas
$918K +$946K +5,426 New
BWP
614
Balboa Wealth Partners
Arizona
$913K -$22.7K -130 -2%
GT
615
Greenleaf Trust
Michigan
$912K +$44.6K +256 +5%
CTC
616
Central Trust Company
Missouri
$908K +$4.36K +25 +0.5%
SC
617
SouthState Corp
Florida
$904K +$4.01K +23 +0.4%
CIA
618
Compass Ion Advisors
Pennsylvania
$900K -$2.44K -14 -0.3%
RWM
619
RKL Wealth Management
Pennsylvania
$899K +$8.37K +48 +0.9%
BBHC
620
Brown Brothers Harriman & Co
New York
$895K +$354K +2,029 +62%
SF
621
Summit Financial
New Jersey
$891K +$20.7K +119 +2%
BCI
622
Brinker Capital Investments
Pennsylvania
$885K +$41.5K +238 +5%
SL
623
Sentry LLC
Tennessee
$884K -$126K -724 -12%
IA
624
Inspire Advisors
Idaho
$883K -$129K -743 -12%
CIC
625
Crawford Investment Counsel
Georgia
$881K -$34.9K -200 -4%