Name Holding Trade Value Shares
Change
Change in
Stake
PWP
1601
Phillips Wealth Planners
Mississippi
$938K +$876K +23,257 New
AWA
1602
Aaron Wealth Advisors
Illinois
$937K +$675K +17,902 +304%
NAMP
1603
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$936K -$6.25K -166 -0.7%
CGL
1604
Clarius Group LLC
Washington
$935K +$219K +5,824 +33%
CIA
1605
Choate Investment Advisors
Massachusetts
$933K -$48.5K -1,286 -5%
HCM
1606
Hodges Capital Management
Texas
$925K -$99.8K -2,650 -10%
V
1607
ViaWealth
Kansas
$925K +$842K +22,354 New
IA
1608
IAM Advisory
Pennsylvania
$924K -$112K -2,985 -11%
WWMSC
1609
Wagner Wealth Management (South Carolina)
South Carolina
$923K +$132K +3,498 +18%
HCM
1610
Howland Capital Management
Massachusetts
$921K -$88.9K -2,359 -9%
SMH
1611
Sanders Morris Harris
Texas
$920K -$86.7K -2,300 -9%
SFP
1612
Sandbox Financial Partners
Maryland
$920K -$201K -5,341 -19%
SHA
1613
Seneca House Advisors
Virginia
$919K -$1.29M -34,209 -59%
CASB
1614
Cape Ann Savings Bank
Massachusetts
$919K -$1.54K -41 -0.2%
FAM
1615
Formidable Asset Management
Ohio
$918K -$59.8K -1,588 -6%
DA
1616
Detalus Advisors
Missouri
$918K -$241K -6,402 -22%
RWPA
1617
Richard W. Paul & Associates
Michigan
$918K +$878K +23,293 New
RBFC
1618
Roman Butler Fullerton & Co
Missouri
$918K +$42.4K +1,124 +5%
ZIG
1619
Zuckerman Investment Group
Illinois
$916K +$176K +4,683 +25%
BSA
1620
Bull Street Advisors
Georgia
$915K +$7.91K +210 +0.9%
MIM
1621
MTM Investment Management
South Carolina
$914K -$326K -8,650 -27%
WQ
1622
Wealth Quarterback
New Jersey
$914K +$29.6K +785 +4%
CCM
1623
Chilton Capital Management
Texas
$911K -$260K -6,911 -23%
OBWG
1624
Onyx Bridge Wealth Group
New York
$910K +$22.6K +601 +3%
CCWM
1625
Cassaday & Co Wealth Management
Virginia
$910K +$870K +23,098 New