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Name Holding Trade Value Shares
Change
Change in
Stake
Trust Company of the South
1726
Trust Company of the South
North Carolina
$27.2M -$624K -2,181 -2%
Onyx Bridge Wealth Group
1727
Onyx Bridge Wealth Group
New York
$27.1M +$103K +360 +0.4%
Mezzasalma Advisors
1728
Mezzasalma Advisors
New Jersey
$27.1M -$490K -1,713 -2%
Miramontes Capital
1729
Miramontes Capital
California
$27.1M +$230K +805 +0.9%
Broadleaf Partners
1730
Broadleaf Partners
Ohio
$27.1M +$639K +2,233 +2%
Howard Financial Services
1731
Howard Financial Services
Texas
$27.1M -$12.6M -44,025 -32%
Bearing Point Capital
1732
Bearing Point Capital
Minnesota
$27M -$378K -1,322 -1%
Peterson Wealth Services
1733
Peterson Wealth Services
Utah
$27M -$14.9K -52 -0.1%
Tufton Capital Management
1734
Tufton Capital Management
Maryland
$27M -$603K -2,109 -2%
Cambient Family Office
1735
Cambient Family Office
Michigan
$27M -$198K -693 -0.7%
Lineweaver Wealth Advisors
1736
Lineweaver Wealth Advisors
Ohio
$26.9M +$661K +2,310 +3%
bLong Financial
1737
bLong Financial
Tennessee
$26.9M -$16.9K -59 -0.1%
Nelson Capital Management
1738
Nelson Capital Management
California
$26.9M -$325K -1,135 -1%
Foster Dykema Cabot & Partners
1739
Foster Dykema Cabot & Partners
Massachusetts
$26.9M -$380K -1,327 -1%
Strategic Wealth Investment Group
1740
Strategic Wealth Investment Group
Kentucky
$26.9M -$2.12M -7,411 -7%
CWM
1741
Cordatus Wealth Management
Pennsylvania
$26.9M -$47.5K -166 -0.2%
Palogic Value Management
1742
Palogic Value Management
Texas
$26.9M +$13.6M +47,439 +104%
National Philanthropic Trust
1743
National Philanthropic Trust
Pennsylvania
$26.8M +$610K +2,131 +2%
Sowa Financial Group
1744
Sowa Financial Group
Rhode Island
$26.7M -$1.03M -3,611 -4%
Fortis Capital Advisors
1745
Fortis Capital Advisors
Kansas
$26.7M +$1.48M +5,185 +6%
Keebeck Wealth Management
1746
Keebeck Wealth Management
Illinois
$26.7M +$2.27M +7,935 +9%
Isthmus Partners
1747
Isthmus Partners
Wisconsin
$26.7M +$355K +1,240 +1%
Newbridge Financial Services Group
1748
Newbridge Financial Services Group
Florida
$26.7M +$761K +2,661 +3%
Providence Capital Advisors
1749
Providence Capital Advisors
North Carolina
$26.6M +$1.82M +6,350 +7%
Millennium Capital Advisors
1750
Millennium Capital Advisors
Arkansas
$26.6M -$187K -653 -0.7%