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Name Holding Trade Value Shares
Change
Change in
Stake
NSB
1026
Norway Savings Bank
Maine
$723K +$12K +55 +2%
CWP
1027
Curated Wealth Partners
California
$722K -$39.6K -181 -6%
AWM
1028
Axxcess Wealth Management
California
$710K +$638K +2,911 New
CWM
1029
Calamos Wealth Management
Illinois
$709K -$120K -550 -16%
ECM
1030
Evergreen Capital Management
Washington
$709K -$13.4K -61 -2%
CRC
1031
Curi RMB Capital
Illinois
$706K -$20.6K -94 -3%
DWT
1032
Dorsey & Whitney Trust
South Dakota
$705K -$322K -1,470 -34%
SB
1033
Strategic Blueprint
Georgia
$698K +$127K +578 +25%
CPC
1034
Cookson Peirce & Co
Pennsylvania
$695K -$43.4K -198 -6%
AP
1035
Atwood & Palmer
Missouri
$695K
SAM
1036
Simplify Asset Management
Nevada
$693K +$622K +2,838 New
JWCA
1037
J.W. Cole Advisors
Florida
$689K +$88.3K +403 +17%
PWA
1038
Primoris Wealth Advisors
Florida
$687K +$618K +2,820 New
BPFA
1039
Barnes Pettey Financial Advisors
Mississippi
$683K +$613K +2,800 New
SC
1040
Savant Capital
Illinois
$682K +$67K +306 +12%
PB
1041
Pinnacle Bancorp
Nebraska
$681K +$16.4K +75 +3%
PFPT
1042
Pinnacle Financial Partners (Tennessee)
Tennessee
$679K +$291K +1,327 +91%
BLC
1043
Brown, Lisle/Cummings
Rhode Island
$677K +$608K +2,775 New
GFP
1044
Gryphon Financial Partners
Ohio
$672K +$657 +3 +0.1%
SCG
1045
Sonata Capital Group
Washington
$668K
FANJ
1046
Financial Architects (New Jersey)
New Jersey
$666K +$72.3K +330 +14%
KC
1047
Kenfarb & Co
Kentucky
$665K +$597K +2,725 New
CCA
1048
Checchi Capital Advisers
California
$664K +$7.01K +32 +1%
RB
1049
Renasant Bank
Mississippi
$664K +$206K +942 +53%
BOPW
1050
Brandywine Oak Private Wealth
Pennsylvania
$663K