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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1651
Pines Wealth Management
North Carolina
$972K +$46.7K +191 +6%
OP
1652
ORG Partners
Indiana
$965K +$94.1K +385 +13%
BIP Wealth
1653
BIP Wealth
Georgia
$963K +$598K +2,444 +243%
Ancora Advisors
1654
Ancora Advisors
Ohio
$957K +$67.5K +276 +9%
LCWP
1655
Legacy Capital Wealth Partners
Arkansas
$955K +$63.6K +260 +8%
SC
1656
Summa Corp
Texas
$952K +$833K +3,408 New
C1AG
1657
Client 1st Advisory Group
Florida
$950K +$168K +687 +25%
UCB
1658
United Community Bank
South Carolina
$948K -$234K -956 -22%
AFA
1659
AA Financial Advisors
Ohio
$941K -$41.1K -168 -5%
DI
1660
Disciplined Investors
Texas
$936K – – –
ESB
1661
Essex Savings Bank
Connecticut
$933K -$37.2K -152 -4%
CC
1662
Courier Capital
New York
$930K -$81.7K -334 -9%
JWM
1663
JGP Wealth Management
Oregon
$928K +$63.6K +260 +9%
HT
1664
Heritage Trust
Oklahoma
$927K +$103K +423 +15%
FCG
1665
Fielder Capital Group
Tennessee
$925K – – –
CFO
1666
CVA Family Office
Colorado
$923K -$24.5K -100 -3%
LI
1667
LMCG Investments
Massachusetts
$923K -$245 -1 -0%
Bowen Hanes & Co
1668
Bowen Hanes & Co
Florida
$919K – – –
Chilton Investment Company
1669
Chilton Investment Company
Connecticut
$917K +$531K +2,172 +195%
DWAM
1670
Duncan Williams Asset Management
Tennessee
$917K +$803K +3,284 New
VBCG
1671
Valley Brook Capital Group
Pennsylvania
$916K +$130K +530 +19%
HFW
1672
Horizon Family Wealth
Illinois
$914K -$1.47K -6 -0.2%
CW
1673
Channel Wealth
California
$912K +$7.58K +31 +1%
CIM
1674
Cambria Investment Management
California
$910K +$501K +2,050 +170%
Busey Bank
1675
Busey Bank
Illinois
$909K +$58.7K +240 +8%