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Name Holding Trade Value Shares
Change
Change in
Stake
HWMG
451
Hurlow Wealth Management Group
Indiana
$61K
SFA
452
Sequoia Financial Advisors
Ohio
$61K
Truist Financial
453
Truist Financial
North Carolina
$61K
WIM
454
Wittenberg Investment Management
Massachusetts
$60K
BB
455
Busey Bank
Illinois
$60K +$61K +1,072 New
W
456
WealthOne
New York
$60K +$61.4K +1,079 New
BCP
457
Berkeley Capital Partners
Georgia
$59K
NAM
458
North American Management
Massachusetts
$59K
MWM
459
Meridian Wealth Management
Kentucky
$58.9K -$398 -7 -0.7%
CGH
460
Crossmark Global Holdings
Texas
$58K -$9.04K -159 -13%
PMFA
461
Plante Moran Financial Advisors
Michigan
$58K -$1.14K -20 -2%
CA
462
Centerpoint Advisors
Massachusetts
$58K
ZF
463
Zhang Financial
Michigan
$58K
ASN
464
Advisory Services Network
Georgia
$57K -$1.65K -29 -3%
CWM
465
Cahaba Wealth Management
Georgia
$57K
MCM
466
Maryland Capital Management
Maryland
$57K
TAM
467
Taurus Asset Management
New York
$57K
CWAG
468
Compton Wealth Advisory Group
Virginia
$57K +$58K +1,019 New
WCM
469
Wedge Capital Management
North Carolina
$57K +$58.2K +1,024 New
SMC
470
S. Muoio & Co
New York
$56K -$114K -2,000 -67%
BO
471
BRR OpCo
Ohio
$56K
CCM
472
Consolidated Capital Management
California
$56K
NWA
473
New World Advisors
Massachusetts
$56K
MIFH
474
Migdal Insurance & Financial Holdings
Israel
$56K +$1.14K +20 +2%
SVWAG
475
Sound View Wealth Advisors Group
Georgia
$56K +$56.9K +1,000 New