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Name Holding Trade Value Shares
Change
Change in
Stake
BL
1551
Balentine LLC
Georgia
$959K -$4.9K -42 -0.5%
HFAS
1552
Hummer Financial Advisory Services
Illinois
$955K
ICM
1553
IMS Capital Management
Oregon
$955K +$33.3K +286 +4%
CWAG
1554
Compton Wealth Advisory Group
Virginia
$953K +$284K +2,436 +42%
CWS
1555
Cypress Wealth Services
California
$952K -$63.2K -542 -6%
AWP
1556
Abacus Wealth Partners
California
$949K -$3.03K -26 -0.3%
TWI
1557
Thomas White International
Illinois
$948K
PC
1558
Port Capital
Illinois
$948K +$8.16K +70 +0.9%
CCWA
1559
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$943K +$948K +8,132 New
CCC
1560
Crescent Capital Consulting
Louisiana
$941K -$7.81K -67 -0.8%
PCMI
1561
Paradigm Capital Management Inc
New York
$939K
WPW
1562
Warther Private Wealth
Ohio
$937K +$932K +7,995 New
FPCM
1563
Financial Partners Capital Management
New York
$937K
KOMWMG
1564
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$936K +$8.28K +71 +0.9%
ACI
1565
Alpha Cubed Investments
California
$933K -$45.2K -388 -5%
SMH
1566
Sanders Morris Harris
Texas
$933K -$19.2K -165 -2%
MWM
1567
Modera Wealth Management
New Jersey
$933K +$699 +6 +0.1%
IC
1568
Intersect Capital
California
$933K +$3.61K +31 +0.4%
WA
1569
Wealth Alliance
New York
$932K +$135K +1,158 +17%
BWA
1570
BDO Wealth Advisors
Florida
$930K +$44.4K +381 +5%
RHJA
1571
Rice Hall James & Associates
California
$929K
CNB
1572
Camden National Bank
Maine
$929K +$42K +360 +5%
WAM
1573
WNY Asset Management
New York
$927K +$236K +2,022 +34%
LSPW
1574
Lake Street Private Wealth
Illinois
$924K -$24.1K -207 -3%
LCM
1575
Legato Capital Management
California
$924K +$248K +2,129 +36%