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Name Holding Trade Value Shares
Change
Change in
Stake
JAG
901
Journey Advisory Group
Kentucky
$486K +$1.45K +20 +0.3%
RWA
902
Ropes Wealth Advisors
Massachusetts
$486K +$102K +1,411 +28%
GBT
903
Grove Bank & Trust
Florida
$485K -$214K -2,956 -31%
MPPW
904
Mitchell & Pahl Private Wealth
Oklahoma
$476K +$23.1K +319 +5%
MSAM
905
Moloney Securities Asset Management
Missouri
$475K +$145K +2,010 +46%
FWM
906
Finer Wealth Management
Massachusetts
$474K +$189K +2,611 +70%
CHP
907
Cable Hill Partners
Oregon
$474K +$38.2K +528 +9%
PWPS
908
Pinnacle Wealth Planning Services
Ohio
$469K -$680K -9,397 -60%
HW
909
Hamilton Wealth
California
$468K +$454K +6,281 New
Chevy Chase Trust
910
Chevy Chase Trust
Maryland
$466K -$640K -8,842 -59%
CCG
911
Cloverfields Capital Group
Minnesota
$465K
AWA
912
Arkadios Wealth Advisors
Georgia
$456K -$5.79K -80 -1%
SL
913
Stevard LLC
Illinois
$456K
RMCM
914
Reynders McVeigh Capital Management
Massachusetts
$454K -$81.2K -1,123 -16%
LFAS
915
Level Four Advisory Services
Texas
$454K +$115K +1,592 +35%
GPI
916
General Partner Inc
Pennsylvania
$454K +$441K +6,090 New
CA
917
Continuum Advisory
Idaho
$451K -$68.1K -941 -13%
OPWM
918
Oakwell Private Wealth Management
Texas
$451K +$31.2K +431 +8%
MYLI
919
Meiji Yasuda Life Insurance
Japan
$450K
BHPW
920
Beverly Hills Private Wealth
California
$450K +$437K +6,037 New
SC
921
Savant Capital
Illinois
$448K +$45.7K +632 +11%
HH
922
Hilltop Holdings
Texas
$445K +$723 +10 +0.2%
PWM
923
Perigon Wealth Management
California
$445K +$432K +5,969 New
UCB
924
United Community Bank
South Carolina
$443K +$2.53K +35 +0.6%
SPC
925
Sigma Planning Corp
Michigan
$436K +$39.1K +541 +10%