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Name Holding Trade Value Shares
Change
Change in
Stake
NC
2676
NewSquare Capital
Pennsylvania
$5.19M +$78.3K +517 +1%
SFS
2677
Security Financial Services
Indiana
$5.18M
MM
2678
Meridian Management
Arkansas
$5.18M -$334K -2,204 -5%
MAM
2679
McCarthy Asset Management
California
$5.18M -$4.39K -29 -0.1%
MW
2680
MBL Wealth
North Carolina
$5.18M -$2.57K -17 -0%
IAP
2681
Indie Asset Partners
Indiana
$5.17M -$26.4K -174 -0.5%
HCC
2682
Hirtle Callaghan & Co
Pennsylvania
$5.17M -$829K -5,472 -13%
CCB
2683
Cutter & Co Brokerage
Missouri
$5.17M -$128K -842 -2%
MFP
2684
Meridian Financial Partners
Virginia
$5.17M +$4.99M +32,950 New
ACM
2685
Ayrshire Capital Management
Connecticut
$5.16M -$138K -908 -2%
YWS
2686
Yarger Wealth Strategies
Ohio
$5.15M -$7.42K -49 -0.1%
WPA
2687
West Paces Advisors
Georgia
$5.15M +$176K +1,159 +3%
BAM
2688
Byrne Asset Management
New Jersey
$5.14M -$369K -2,438 -6%
SCM
2689
Sitrin Capital Management
California
$5.13M -$122K -805 -2%
WIA
2690
World Investment Advisors
California
$5.13M +$49.5K +327 +1%
SCP
2691
Shorepoint Capital Partners
Massachusetts
$5.13M +$31.7K +209 +0.6%
GDP
2692
Great Diamond Partners
Maine
$5.13M -$100K -662 -2%
PWMG
2693
Pinnacle Wealth Management Group
Michigan
$5.12M +$54.5K +360 +1%
ACM
2694
Allred Capital Management
Texas
$5.11M -$130K -856 -2%
GB
2695
Goepper Burkhardt
South Carolina
$5.11M +$192K +1,267 +4%
PGAM
2696
Princeton Global Asset Management
New Jersey
$5.1M -$2.37M -15,622 -30%
PBT
2697
Pictet Bank & Trust
Bahamas
$5.09M -$1.03M -6,780 -15%
OCM
2698
Objective Capital Management
Ohio
$5.09M -$6.97K -46 -0.1%
TSWM
2699
Triangle Securities Wealth Management
North Carolina
$5.09M +$155K +1,024 +3%
BWM
2700
BigSur Wealth Management
Florida
$5.07M +$227K +1,500 +4%