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Name Holding Trade Value Shares
Change
Change in
Stake
ARC
1576
Advisor Resource Council
Texas
$21.3M +$12.2M +66,134 +149%
RCA
1577
Riverview Capital Advisers
Massachusetts
$21.2M +$767K +4,153 +4%
CD
1578
Chapin Davis
Maryland
$21.2M -$167K -906 -0.8%
CWM
1579
Connecticut Wealth Management
Connecticut
$21.2M +$1.91M +10,333 +10%
SAF
1580
Smith Anglin Financial
Texas
$21.2M -$951K -5,153 -4%
CI
1581
CX Institutional
Indiana
$21.2M -$5M -27,053 -20%
FTC
1582
Farmers Trust Company
Ohio
$21.2M -$850K -4,601 -4%
M
1583
MOTCO
Texas
$21.1M -$374K -2,024 -2%
MIM
1584
Martin Investment Management
Florida
$21.1M -$1.96M -10,618 -9%
RDWM
1585
Red Door Wealth Management
Tennessee
$20.9M +$367K +1,986 +2%
FC
1586
Fulcrum Capital
Washington
$20.9M -$2.07M -11,219 -9%
PNAA
1587
Pictet North America Advisors
Switzerland
$20.9M -$589K -3,189 -3%
FI
1588
Financial Insights
Washington
$20.8M +$138K +749 +0.7%
BFA
1589
Benedict Financial Advisors
Georgia
$20.8M -$289K -1,563 -1%
CPIA
1590
Cornell Pochily Investment Advisors
New York
$20.8M -$505K -2,736 -2%
ADL
1591
Asset Dedication LLC
California
$20.8M +$366K +1,984 +2%
PWM
1592
Paulson Wealth Management
Illinois
$20.8M -$145K -785 -0.7%
BWL
1593
Bogart Wealth LLC
Virginia
$20.7M -$269K -1,459 -1%
AM
1594
Atwater Malick
Pennsylvania
$20.7M -$27.7K -150 -0.1%
WSC
1595
Wellington Shields & Co
New York
$20.6M -$453K -2,456 -2%
PSP
1596
Principal Street Partners
Tennessee
$20.6M -$19.7M -106,746 -50%
FCA
1597
FinTrust Capital Advisors
South Carolina
$20.6M -$250K -1,352 -1%
LA
1598
LM Advisors
California
$20.6M +$19.7M +106,871 New
LJAC
1599
L.J. Altfest & Co
New York
$20.5M -$268K -1,454 -1%
MSAM
1600
Moloney Securities Asset Management
Missouri
$20.5M -$675K -3,658 -3%