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Name Holding Trade Value Shares
Change
Change in
Stake
SWS
401
SYSTM Wealth Solutions
Illinois
$60.9K +$60.5K +332 New
CWP
402
Concord Wealth Partners
Virginia
$60.3K -$71.3K -391 -54%
MA
403
Montag & Associates
Georgia
$59.6K
SWA
404
SOA Wealth Advisors
New York
$57.2K
LF
405
Lee Financial
Texas
$55K
VWM
406
Venturi Wealth Management
Texas
$55K +$15.7K +86 +40%
ODG
407
O'Dell Group
Ohio
$55K +$54.7K +300 New
IGWM
408
ICA Group Wealth Management
Colorado
$54.7K +$54.5K +299 New
Fifth Third Bancorp
409
Fifth Third Bancorp
Ohio
$53.4K
CHA
410
Carmichael Hill & Associates
Maryland
$51.3K
IBOK
411
Independence Bank of Kentucky
Kentucky
$50.4K
HBW
412
Hazlett, Burt & Watson
West Virginia
$50K
FMP
413
Financial Management Professionals
Texas
$49K +$912 +5 +2%
FP
414
Financial Perspectives
Minnesota
$48.9K
Kayne Anderson Rudnick Investment Management
415
Kayne Anderson Rudnick Investment Management
California
$48.3K +$3.83K +21 +9%
LWCFA
416
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$47.9K -$29.2K -160 -40%
CLOS
417
Compagnie Lombard Odier SCmA
Switzerland
$45.8K
OC
418
Oakworth Capital
Alabama
$45.8K
OIA
419
Optimum Investment Advisors
Illinois
$45.8K
PP
420
Pacifica Partners
Canada
$43.2K +$14.6K +80 +53%
CA
421
Clearstead Advisors
Ohio
$42.2K
ECM
422
Estabrook Capital Management
New York
$40.3K
BWM
423
BKM Wealth Management
Wisconsin
$39.4K +$39.2K +215 New
RFG
424
RFP Financial Group
Georgia
$39.2K +$19.3K +106 +98%
BSB
425
Bangor Savings Bank
Maine
$38.3K