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Name Holding Trade Value Shares
Change
Change in
Stake
CCB
1026
Country Club Bank
Missouri
$375K
IA
1027
IFG Advisory
Georgia
$374K +$4.4K +55 +1%
EH
1028
Equitable Holdings
New York
$372K +$14.6K +183 +4%
CMP
1029
Coston McIsaac & Partners
Maine
$371K -$4.4K -55 -1%
CIA
1030
Choate Investment Advisors
Massachusetts
$371K -$31K -388 -8%
AIM
1031
Athena Investment Management
California
$369K -$1.2K -15 -0.3%
SF
1032
Synovus Financial
Georgia
$369K -$3.52K -44 -1%
SAI
1033
Savvy Advisors Inc
New York
$367K +$357K +4,461 New
AFWM
1034
Abich Financial Wealth Management
Virginia
$366K +$356K +4,448 New
AW
1035
Avion Wealth
Texas
$363K +$2.08K +26 +0.6%
SWM
1036
Salvus Wealth Management
New Jersey
$361K +$4K +50 +1%
CCA
1037
Childress Capital Advisors
Texas
$360K +$63.5K +794 +22%
CNB
1038
Camden National Bank
Maine
$360K -$10.4K -130 -3%
FFN
1039
Focus Financial Network
Minnesota
$359K +$800 +10 +0.2%
IWM
1040
IHT Wealth Management
Illinois
$357K -$224K -2,803 -39%
SPFA
1041
Summit Place Financial Advisors
New Jersey
$354K
RFO
1042
RiverGlades Family Offices
Florida
$354K
CT
1043
Clearstead Trust
Maine
$353K +$720 +9 +0.2%
FHA
1044
Flagship Harbor Advisors
Massachusetts
$352K +$2.96K +37 +0.9%
CFP
1045
Catalyst Financial Partners
Massachusetts
$351K -$80 -1 -0%
QWM
1046
Quadcap Wealth Management
Texas
$350K +$240 +3 +0.1%
DAS
1047
Diversify Advisory Services
Utah
$349K +$162K +2,029 +74%
NWM
1048
Northcape Wealth Management
New York
$347K
SWM
1049
SeaCrest Wealth Management
New York
$347K -$39.7K -497 -10%
CST
1050
Charles Schwab Trust
Nevada
$346K