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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1776
Claro Advisors
Massachusetts
$24.1M -$312K -1,162 -1%
RWM
1777
Rench Wealth Management
Texas
$24.1M -$1.04M -3,880 -4%
BCA
1778
Bay Colony Advisors
Massachusetts
$24M -$1.2M -4,482 -5%
ECM
1779
EagleClaw Capital Management
Massachusetts
$23.9M -$447K -1,664 -2%
HFS
1780
Haverford Financial Services
Pennsylvania
$23.9M -$276K -1,028 -1%
RWA
1781
Roberts Wealth Advisors
California
$23.9M -$977K -3,641 -4%
VPP
1782
Vertex Planning Partners
Illinois
$23.9M -$715K -2,662 -3%
LCS
1783
Levin Capital Strategies
New York
$23.8M -$31.7K -118 -0.1%
BFA
1784
Benedict Financial Advisors
Georgia
$23.8M -$663K -2,469 -3%
MFA
1785
Mayflower Financial Advisors
Massachusetts
$23.8M +$73K +272 +0.3%
HF
1786
Holcombe Financial
Georgia
$23.8M -$315K -1,172 -1%
UAG
1787
United Advisor Group
Ohio
$23.8M -$451K -1,681 -2%
IP
1788
Indivisible Partners
Florida
$23.8M +$23.5M +87,377 New
DLCIG
1789
D.L. Carlson Investment Group
New Hampshire
$23.8M -$954K -3,554 -4%
LCM
1790
Liberty Capital Management
Michigan
$23.7M -$96.4K -359 -0.4%
AWM
1791
Aries Wealth Management
Maine
$23.7M -$106K -393 -0.4%
PPG
1792
Peak Planning Group
Colorado
$23.7M +$3.72M +13,868 +19%
PCA
1793
Providence Capital Advisors
North Carolina
$23.7M -$7.76M -28,895 -25%
CCMINC
1794
Cardinal Capital Management Inc (North Carolina)
North Carolina
$23.7M -$117K -435 -0.5%
DWM
1795
Dynasty Wealth Management
Florida
$23.7M +$1.77M +6,586 +8%
CPC
1796
Consolidated Planning Corp
Georgia
$23.7M -$127K -472 -0.5%
SGM
1797
Seven Grand Managers
New York
$23.7M -$10.2M -38,000 -30%
SIC
1798
SFE Investment Counsel
California
$23.7M -$1.69M -6,302 -7%
CCT
1799
Capital City Trust
Florida
$23.6M +$70.6K +263 +0.3%
NPF
1800
Norris Perne & French
Michigan
$23.6M +$306K +1,138 +1%