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Name Holding Trade Value Shares
Change
Change in
Stake
SFGP
1376
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$34.3M -$426K -1,637 -1%
BWL
1377
Bogart Wealth LLC
Virginia
$34.3M +$204K +783 +0.6%
HR
1378
Hardy Reed
Mississippi
$34.2M +$10.2K +39 +0%
VR
1379
Vision Retirement
New Jersey
$34.2M -$63K -242 -0.2%
CPW
1380
Cove Private Wealth
New York
$34.2M +$4.2M +16,122 +14%
SCM
1381
Schnieders Capital Management
California
$34.2M +$636K +2,444 +2%
PAMG
1382
Patton Albertson Miller Group
Tennessee
$34.1M -$72.3K -278 -0.2%
SMH
1383
Sanders Morris Harris
Texas
$34M +$34.9M +134,159 New
PP
1384
PDS Planning
Ohio
$34M +$906K +3,481 +3%
MTIC
1385
Missouri Trust & Investment Company
Missouri
$34M +$15.1K +58 +0%
MA
1386
MONECO Advisors
Connecticut
$34M +$818K +3,144 +2%
JPWM
1387
Jamison Private Wealth Management
Georgia
$34M -$120K -460 -0.3%
1SB
1388
1ST Source Bank
Indiana
$33.9M -$134K -513 -0.4%
RFP
1389
Root Financial Partners
California
$33.9M +$629K +2,416 +2%
AMBIA
1390
Allen Mooney & Barnes Investment Advisors
Georgia
$33.9M +$394K +1,513 +1%
B
1391
Bensler
Washington
$33.9M -$1.8M -6,928 -5%
MIA
1392
MainStreet Investment Advisors
Illinois
$33.8M -$1.76M -6,762 -5%
HKIM
1393
Hayek Kallen Investment Management
Alabama
$33.8M +$34.7M +133,326 New
JC
1394
JB Capital
Connecticut
$33.8M +$336K +1,290 +1%
RIA
1395
RPG Investment Advisory
California
$33.7M +$522K +2,007 +2%
SIAP
1396
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$33.6M -$606K -2,330 -2%
REST
1397
Retail Employees Superannuation Trust
$33.6M +$14.2M +54,465 +70%
PWW
1398
Pettyjohn Wood & White
Virginia
$33.6M -$223K -855 -0.6%
SG
1399
StoneX Group
New York
$33.4M -$12.8M -49,314 -27%
SFP
1400
Shepherd Financial Partners
Massachusetts
$33.4M -$408K -1,569 -1%