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Name Holding Trade Value Shares
Change
Change in
Stake
BFO
826
Boston Family Office
Massachusetts
$526K -$21.2K -255 -3%
WSTAM
827
Wilbanks Smith & Thomas Asset Management
Virginia
$526K
OWM
828
OneAscent Wealth Management
Alabama
$526K +$336K +4,039 +119%
NF
829
Norwood Financial
Pennsylvania
$525K
PPWM
830
Paragon Private Wealth Management
Kentucky
$524K +$287K +3,441 +118%
E
831
ETFidea
New York
$521K
LMKC
832
L.M. Kohn & Company
Ohio
$521K -$83 -1 -0%
CNC
833
Canandaigua National Corp
New York
$521K +$79.1K +950 +15%
WMA
834
Wealth Management Associates
New Jersey
$520K +$128K +1,534 +26%
ECM
835
Element Capital Management
New York
$520K
AWC
836
Adamsbrown Wealth Consultants
Kansas
$519K +$167 +2 +0%
SW
837
Simplicity Wealth
New Jersey
$518K
RWA
838
Rainsberger Wealth Advisors
Colorado
$518K +$610K +7,330 New
CCMG
839
Clark Capital Management Group
Pennsylvania
$514K +$1.17K +14 +0.2%
MAM
840
Meeder Asset Management
Ohio
$514K +$22.3K +268 +4%
WIC
841
Woodmont Investment Counsel
Tennessee
$514K +$25.7K +308 +4%
MCCP
842
Mission Creek Capital Partners
California
$512K +$167 +2 +0%
LNB
843
Ledyard National Bank
$511K
SFG
844
SevenBridge Financial Group
Pennsylvania
$510K +$4.5K +54 +0.8%
SWM
845
Segment Wealth Management
Texas
$508K -$2.25K -27 -0.4%
MHIC
846
Marble Harbor Investment Counsel
Massachusetts
$507K
MWA
847
Meridian Wealth Advisors
Texas
$507K +$12.5K +150 +2%
GFP
848
Gryphon Financial Partners
Ohio
$503K -$1.67K -20 -0.3%
HIA
849
Harbor Investment Advisory
Maryland
$502K -$14.7K -177 -2%
FAIM
850
Financial Advocates Investment Management
Washington
$502K +$51.2K +615 +9%