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Name Holding Trade Value Shares
Change
Change in
Stake
CG
1051
Caprock Group
Idaho
$2.43M +$195K +1,843 +8%
CTFG
1052
Capstone Triton Financial Group
Oklahoma
$2.43M +$11.3K +107 +0.4%
SP
1053
SWS Partners
Ohio
$2.42M +$94K +890 +4%
OCM
1054
Orleans Capital Management
Louisiana
$2.41M
RP
1055
Regal Partners
Australia
$2.4M
PIP
1056
Peachtree Investment Partners
Florida
$2.4M -$26.4K -250 -1%
CC
1057
Chicago Capital
Illinois
$2.4M
JAG
1058
Journey Advisory Group
Kentucky
$2.39M -$815K -7,719 -25%
COI
1059
Connable Office Inc
Michigan
$2.38M -$15.6K -148 -0.6%
SA
1060
Strategic Advisors
New York
$2.38M +$7.18K +68 +0.3%
FTC
1061
Farmers Trust Company
Ohio
$2.38M -$4.96K -47 -0.2%
BCM
1062
Boltwood Capital Management
California
$2.37M -$1.16K -11 -0%
FHB
1063
First Hawaiian Bank
Hawaii
$2.37M -$182K -1,724 -7%
HA
1064
Hamel Associates
New Jersey
$2.36M -$1.42M -13,495 -37%
AWAU
1065
Alliance Wealth Advisors (Utah)
Utah
$2.35M +$102K +963 +4%
SPFA
1066
Summit Place Financial Advisors
New Jersey
$2.34M +$141K +1,335 +6%
PRS
1067
Pinkerton Retirement Specialists
Idaho
$2.34M +$83.1K +787 +4%
ADL
1068
Asset Dedication LLC
California
$2.34M +$260K +2,459 +12%
CCC
1069
Chelsea Counsel Company
California
$2.34M -$78.7K -745 -3%
ATPW
1070
Ashton Thomas Private Wealth
Arizona
$2.33M +$361K +3,420 +17%
PHIC
1071
Pine Haven Investment Counsel
Massachusetts
$2.33M
VVP
1072
Venture Visionary Partners
Ohio
$2.31M +$215K +2,035 +10%
WPW
1073
Waldron Private Wealth
Pennsylvania
$2.31M +$124K +1,170 +5%
IAS
1074
Investment Advisory Services
Texas
$2.31M +$9.82K +93 +0.4%
KI
1075
Kula Investments
Illinois
$2.3M +$2.4M +22,755 New