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Name Holding Trade Value Shares
Change
Change in
Stake
CIC
1401
Crawford Investment Counsel
Georgia
$732K -$26.2K -1,034 -3%
CAWM
1402
Capital Advisors Wealth Management
Washington
$732K +$5.24K +207 +0.7%
BST
1403
Bath Savings Trust
Maine
$731K +$3.65K +144 +0.5%
VFM
1404
Vision Financial Markets
Connecticut
$731K -$5.01K -198 -0.7%
QP
1405
Quilter Plc
United Kingdom
$731K +$243K +9,605 +48%
TCM
1406
Towercrest Capital Management
Pennsylvania
$730K +$5.01K +198 +0.7%
AWMG
1407
Alliance Wealth Management Group
New Jersey
$730K +$5.01K +198 +0.7%
LS
1408
Leelyn Smith
Illinois
$730K +$43K +1,700 +6%
TF
1409
Tompkins Financial
New York
$728K -$162K -6,382 -18%
WAL
1410
W Advisors LLC
Tennessee
$727K -$4.79K -189 -0.6%
ACI
1411
Alpha Cubed Investments
California
$727K -$61.3K -2,421 -8%
HPM
1412
Hudson Portfolio Management
New York
$727K
NSG
1413
Nalls Sherbakoff Group
Tennessee
$726K +$32.8K +1,295 +5%
EGWAG
1414
Elwood & Goetz Wealth Advisory Group
Georgia
$723K +$153K +6,045 +26%
IC
1415
Inscription Capital
Texas
$723K -$170K -6,709 -19%
FMB
1416
Field & Main Bank
Kentucky
$723K +$18.7K +740 +3%
PE
1417
PCM Encore
Colorado
$722K +$736K +29,072 New
DWM
1418
Drive Wealth Management
Utah
$722K -$210K -8,282 -22%
SCI
1419
S&CO Inc
Massachusetts
$721K +$1.19K +47 +0.2%
PCA
1420
Peddock Capital Advisors
Massachusetts
$719K
SWM
1421
SHP Wealth Management
Massachusetts
$719K +$733K +28,939 New
AIM
1422
Advyzon Investment Management
Illinois
$718K +$394K +15,575 +117%
WQ
1423
Wealth Quarterback
New Jersey
$717K -$6.96K -275 -0.9%
FFB
1424
First Financial Bankshares
Texas
$717K -$234K -9,250 -24%
RPC
1425
Rossmore Private Capital
Connecticut
$712K +$2.61K +103 +0.4%