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Name Holding Trade Value Shares
Change
Change in
Stake
RBC
3001
Roble Belko & Company
Pennsylvania
$1.32M -$350K -3,204 -22%
EW
3002
Element Wealth
Mississippi
$1.31M +$90.3K +828 +8%
ACM
3003
Armbruster Capital Management
New York
$1.31M -$173K -1,588 -12%
WRM
3004
Weybosset Research & Management
Rhode Island
$1.31M -$180K -1,646 -13%
OWM
3005
Orgel Wealth Management
Wisconsin
$1.3M -$161K -1,472 -12%
WFPG
3006
Waller Financial Planning Group
Ohio
$1.3M +$91.5K +839 +8%
NQWM
3007
Northwest Quadrant Wealth Management
Oregon
$1.29M -$217K -1,990 -15%
SFPG
3008
Stonebridge Financial Planning Group
Florida
$1.29M +$52.8K +484 +5%
XSC
3009
X-Square Capital
Puerto Rico
$1.29M -$592K -5,423 -33%
CAM
3010
Concorde Asset Management
Michigan
$1.28M +$542K +4,966 +81%
GWI
3011
Grace & White Inc
New York
$1.28M
HFP
3012
Holistic Financial Partners
Indiana
$1.28M +$305K +2,797 +34%
DA
3013
Doliver Advisors
Texas
$1.27M -$834K -7,641 -41%
EWG
3014
Executive Wealth Group
Washington
$1.27M +$1.75K +16 +0.1%
HCA
3015
Heck Capital Advisors
Wisconsin
$1.26M -$60.8K -557 -5%
CFN
3016
Cordasco Financial Network
Florida
$1.26M +$175K +1,608 +17%
RPSA
3017
Richard P. Slaughter Associates
Texas
$1.26M -$1.71M -15,668 -59%
WWM
3018
WJ Wealth Management
Arizona
$1.26M -$1.27M -11,648 -52%
BWA
3019
BlueSky Wealth Advisors
North Carolina
$1.25M -$96.8K -887 -8%
CCM
3020
Chiron Capital Management
Florida
$1.25M +$1.18M +10,785 New
IAA
3021
Ironsides Asset Advisors
North Carolina
$1.25M -$136K -1,250 -10%
PPWM
3022
PFG Private Wealth Management
Florida
$1.25M -$55.4K -508 -5%
SPA
3023
Sentinel Pension Advisors
Massachusetts
$1.24M +$353K +3,237 +43%
OMC
3024
Old Mission Capital
Illinois
$1.24M +$1.17M +10,691 New
FPTW
3025
Franklin, Parlapiano, Turner & Welch
Texas
$1.24M -$670K -6,144 -37%