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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1001
Summit Financial Group
West Virginia
$347K
TPWM
1002
Twelve Points Wealth Management
Massachusetts
$346K -$5.82K -72 -2%
T
1003
TCWP
Ohio
$346K +$404 +5 +0.1%
SC
1004
SouthState Corp
Florida
$342K -$99.6K -1,232 -23%
LC
1005
Lincoln Capital
Nebraska
$342K -$16.2K -200 -5%
EI
1006
Ellevest Inc
New York
$342K +$9.7K +120 +3%
RMDI
1007
R.M. Davis Inc
Maine
$341K +$70.2K +869 +26%
TT
1008
TI-Trust
Illinois
$339K
MFG
1009
Merit Financial Group
Georgia
$339K +$335K +4,150 New
PA
1010
Parallel Advisors
California
$338K +$77.7K +961 +31%
RIA
1011
Richwood Investment Advisors
Ohio
$338K +$105K +1,300 +46%
OWA
1012
Octavia Wealth Advisors
Ohio
$337K -$103K -1,272 -24%
LIM
1013
Leavell Investment Management
Alabama
$334K +$10.5K +130 +3%
FPCP
1014
Fort Point Capital Partners
California
$334K +$24.2K +300 +8%
TBA
1015
Tower Bridge Advisors
Pennsylvania
$333K -$24.2K -300 -7%
BFAG
1016
Blackston Financial Advisory Group
Florida
$332K +$8.73K +108 +3%
IIA
1017
ICW Investment Advisors
Arizona
$331K +$647 +8 +0.2%
EIP
1018
Ellis Investment Partners
Pennsylvania
$329K -$22.2K -275 -6%
KFP
1019
KB Financial Partners
New Jersey
$329K +$25.8K +319 +9%
Jones Financial Companies
1020
Jones Financial Companies
Missouri
$327K -$173K -2,145 -35%
HCM
1021
Hengehold Capital Management
Ohio
$327K
CCFCSB
1022
Cape Cod Five Cents Savings Bank
Massachusetts
$327K +$323K +4,000 New
ESB
1023
Essex Savings Bank
Connecticut
$327K +$324K +4,004 New
WSCM
1024
Wellington Shields Capital Management
New York
$326K -$1.51M -18,700 -82%
WAG
1025
Winthrop Advisory Group
Massachusetts
$324K