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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
876
MBE Wealth Management
Wisconsin
$523K – – –
FNT
877
First National Trust
Pennsylvania
$522K +$209K +924 +65%
WMWM
878
Whitaker-Myers Wealth Managers
Ohio
$521K -$63.4K -280 -11%
SC
879
Syon Capital
California
$518K +$16.7K +74 +3%
FA
880
Fiduciary Alliance
South Carolina
$517K -$679 -3 -0.1%
AC
881
Apella Capital
Connecticut
$514K +$512K +2,261 New
CFO
882
Cambient Family Office
Michigan
$514K +$15.2K +67 +3%
CWG
883
Cornerstone Wealth Group
North Carolina
$514K +$1.81K +8 +0.3%
AWM
884
Aries Wealth Management
Maine
$513K – – –
TYCC
885
Texas Yale Capital Corp
Florida
$512K – – –
DWAM
886
Duncan Williams Asset Management
Tennessee
$510K -$14K -62 -3%
LT
887
Legacy Trust
Michigan
$509K +$19.2K +85 +4%
BRA
888
Bender Robert & Associates
California
$507K -$2.26K -10 -0.4%
CNBTD
889
Citizens National Bank Trust Department
Mississippi
$507K – – –
HW
890
Hancock Whitney
Mississippi
$505K -$905 -4 -0.2%
CCFM
891
Clear Creek Financial Management
Washington
$504K -$9.73K -43 -2%
FUBT
892
First United Bank & Trust
Maryland
$503K +$2.94K +13 +0.6%
PWM
893
Perigon Wealth Management
California
$503K -$57.7K -255 -10%
SAM
894
Smartleaf Asset Management
Massachusetts
$501K – – –
HWA
895
Heritage Wealth Advisors
Virginia
$501K – – –
RP
896
Rowlandmiller & Partners
Georgia
$499K – – –
GWANC
897
Guardian Wealth Advisors (North Carolina)
North Carolina
$498K +$2.04K +9 +0.4%
GCM
898
Gambit Capital Management
Tennessee
$496K -$53.6K -237 -10%
WP
899
Westmount Partners
California
$495K -$160K -708 -24%
OCA
900
OpenArc Corporate Advisory
Georgia
$494K +$502K +2,219 New