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Name Holding Trade Value Shares
Change
Change in
Stake
HPC
2676
Hobart Private Capital
North Carolina
$1.85M +$40.7K +632 +3%
KPWG
2677
KFA Private Wealth Group
Virginia
$1.85M +$1.62M +25,232 New
BMM
2678
Berkshire Money Management
Massachusetts
$1.85M +$197K +3,068 +14%
MAS
2679
Managed Account Services
Florida
$1.85M +$435K +6,760 +40%
ACP
2680
Aveo Capital Partners
Colorado
$1.84M -$54.3K -844 -3%
SCP
2681
Syntal Capital Partners
Texas
$1.84M -$1.33M -20,692 -45%
PWAC
2682
Private Wealth Advisors (California)
California
$1.84M -$117K -1,820 -7%
TCWM
2683
Total Clarity Wealth Management
Illinois
$1.83M +$1.61M +24,984 New
MW
2684
Marcum Wealth
Ohio
$1.83M +$1.61M +24,952 New
WWM
2685
WT Wealth Management
Arizona
$1.83M -$65.6K -1,020 -4%
AWM
2686
Affinity Wealth Management
Delaware
$1.83M +$281K +4,372 +21%
LB
2687
Legacy Bridge
Iowa
$1.82M -$82.3K -1,280 -5%
PFA
2688
Pettinga Financial Advisors
Indiana
$1.82M -$13.4K -208 -0.8%
PPW
2689
Pasadena Private Wealth
California
$1.82M -$51.7K -804 -3%
EIA
2690
Eldridge Investment Advisors
New Hampshire
$1.82M +$25.7K +400 +2%
RG
2691
Retirement Group
California
$1.82M +$1.59M +24,764 New
PWM
2692
PBMares Wealth Management
Virginia
$1.82M +$1.59M +24,752 New
CFFP
2693
Center for Financial Planning
Michigan
$1.82M +$1.59M +24,740 New
CAM
2694
Cidel Asset Management
Ontario, Canada
$1.81M
EP
2695
EPIQ Partners
Minnesota
$1.81M +$1.59M +24,648 New
BL
2696
Balentine LLC
Georgia
$1.81M +$1.02M +15,880 +182%
TCM
2697
Tandem Capital Management
New Jersey
$1.8M +$1.58M +24,564 New
HI
2698
Human Investing
Oregon
$1.8M -$57.4K -892 -4%
CNB
2699
Camden National Bank
Maine
$1.8M +$264K +4,104 +20%
LIM
2700
Loudon Investment Management
New Hampshire
$1.8M +$19.6K +304 +1%