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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1576
C2C Wealth Management
Arizona
$908K -$401K -9,932 -31%
FCA
1577
FLC Capital Advisors
California
$907K +$121K +2,995 +16%
IIL
1578
Insight Inv LLC
California
$906K +$8.07K +200 +0.9%
BFA
1579
Beacon Financial Advisory
Ohio
$906K +$141K +3,503 +19%
BHBT
1580
Burke & Herbert Bank & Trust
Virginia
$906K -$65.4K -1,622 -7%
I
1581
INVST
Indiana
$906K +$864K +21,419 New
IP
1582
Investment Partners
Ohio
$904K -$37.6K -933 -4%
PFBT
1583
Parkside Financial Bank & Trust
Missouri
$903K +$148K +3,666 +21%
FWP
1584
FAS Wealth Partners
Kansas
$902K -$45.2K -1,120 -5%
CCB
1585
Cutter & Co Brokerage
Missouri
$902K -$95.6K -2,369 -10%
FRA
1586
Front Row Advisors
California
$900K +$32.6K +809 +4%
KFGK
1587
Keystone Financial Group (Kentucky)
Kentucky
$897K +$221K +5,489 +35%
SC
1588
Searle & Co
Connecticut
$897K -$25.8K -639 -3%
AIC
1589
Archer Investment Corporation
Indiana
$896K -$137K -3,389 -14%
SAM
1590
Sawgrass Asset Management
Florida
$895K +$139K +3,448 +19%
SMH
1591
Sanders Morris Harris
Texas
$892K +$394K +9,761 +85%
LJAC
1592
L.J. Altfest & Co
New York
$891K +$1.61K +40 +0.2%
Evergreen Capital Management
1593
Evergreen Capital Management
Washington
$890K +$43.8K +1,086 +5%
BMWM
1594
Brown Miller Wealth Management
Virginia
$888K +$7.91K +196 +0.9%
JWM
1595
JGP Wealth Management
Oregon
$886K +$508K +12,594 +148%
Douglas Lane & Associates
1596
Douglas Lane & Associates
New York
$886K -$21.9K -542 -3%
V
1597
VeraBank
Texas
$885K -$73.5K -1,821 -8%
PWS
1598
Peterson Wealth Services
Utah
$884K -$152K -3,760 -15%
CWM
1599
Chesapeake Wealth Management
Virginia
$882K -$76.9K -1,906 -8%
CAGAS
1600
Capital Advisory Group Advisory Services
Minnesota
$881K +$385K +9,544 +83%