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Name Holding Trade Value Shares
Change
Change in
Stake
RDWM
976
Red Door Wealth Management
Tennessee
$493K +$447K +5,904 New
GWAM
977
Guardian Wealth Advisors (Minnesota)
Minnesota
$493K -$4.39K -58 -1%
LFG
978
Larson Financial Group
Missouri
$491K +$70.4K +930 +19%
MSFS
979
Main Street Financial Solutions
Pennsylvania
$490K +$18.5K +245 +4%
CF
980
Carlson Financial
Oregon
$486K -$5.53K -73 -1%
WPWM
981
Western Pacific Wealth Management
Illinois
$486K
BFM
982
Boothbay Fund Management
New York
$483K -$282K -3,728 -39%
OCBCO
983
Oversea-Chinese Banking Corp (OCBC)
Singapore
$480K
PCM
984
Polymer Capital Management
New York
$480K +$161K +2,126 +59%
IFPG
985
Intrepid Financial Planning Group
Indiana
$478K
WC
986
Weil Company
California
$478K
DWA
987
Douglass Winthrop Advisors
New York
$473K -$17K -225 -4%
AOWM
988
Alpha Omega Wealth Management
Virginia
$472K
WFS
989
Walker Financial Services
Kentucky
$469K +$908 +12 +0.2%
WA
990
WealthTrust Axiom
Pennsylvania
$468K
LIM
991
Leavell Investment Management
Alabama
$465K -$22.8K -301 -5%
FMB
992
Field & Main Bank
Kentucky
$464K -$68.9K -910 -14%
ABC
993
Anchor Bay Capital
California
$463K +$418K +5,526 New
EAM
994
Empirical Asset Management
Massachusetts
$463K -$46.4K -613 -10%
PWAM
995
Private Wealth Asset Management
Iowa
$461K -$2.27K -30 -0.5%
DO
996
denkapparat Operations
Germany
$457K
MHIC
997
Marble Harbor Investment Counsel
Massachusetts
$456K
SSW
998
Smith Shellnut Wilson
Mississippi
$455K -$18.7K -247 -4%
SWM
999
Segment Wealth Management
Texas
$454K
CAS
1000
Coppell Advisory Solutions
Texas
$451K +$788K +10,403 New