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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
526
Western Wealth Management
Colorado
$876K +$829K +18,755 New
DF
527
Donoghue Forlines
Massachusetts
$875K -$931K -21,050 -53%
TW
528
TrinityPoint Wealth
Connecticut
$871K +$30.5K +690 +4%
ECM
529
Everence Capital Management
Indiana
$863K
BHWM
530
Bar Harbor Wealth Management
New Hampshire
$861K -$42.7K -965 -5%
LOPW
531
Live Oak Private Wealth
North Carolina
$858K +$7.74K +175 +1%
IWC
532
Integrated Wealth Concepts
Massachusetts
$849K -$386K -8,720 -32%
TI
533
Tidal Investments
Wisconsin
$846K -$108K -2,435 -12%
KeyBank National Association
534
KeyBank National Association
Ohio
$843K -$367K -8,300 -31%
CW
535
CreativeOne Wealth
Kansas
$843K +$51.1K +1,155 +7%
BMO
536
Beck Mack & Oliver
New York
$839K
BB
537
Berkshire Bank
Massachusetts
$821K -$174K -3,945 -18%
MSFS
538
Main Street Financial Solutions
Pennsylvania
$819K +$13.7K +310 +2%
Jones Financial Companies
539
Jones Financial Companies
Missouri
$817K -$130K -2,950 -14%
LSC
540
Lyon Street Capital
California
$817K -$111K -2,500 -13%
VCM
541
Virtue Capital Management
Tennessee
$815K -$65.4K -1,480 -8%
SVWAG
542
Sound View Wealth Advisors Group
Georgia
$814K +$3.54K +80 +0.5%
SAM
543
Strategy Asset Managers
California
$805K +$763K +17,255 New
JCIA
544
Jackson Creek Investment Advisors
Colorado
$799K -$33.2K -750 -4%
SSWM
545
Smith Salley Wealth Management
North Carolina
$799K -$5.53K -125 -0.7%
MCM
546
MAI Capital Management
Ohio
$797K -$24.1K -545 -3%
IAA
547
Independent Advisor Alliance
North Carolina
$792K -$7.07K -160 -0.9%
KA
548
Kintegral Advisory
New York
$791K +$16.8K +380 +2%
ANBT
549
American National Bank & Trust
Texas
$786K +$505K +11,430 +211%
KRSITF
550
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$784K +$62.6K +1,415 +9%