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Name Holding Trade Value Shares
Change
Change in
Stake
ECG
1676
Edge Capital Group
Georgia
$866K -$62.7K -572 -7%
CFP
1677
Catalyst Financial Partners
Massachusetts
$866K +$80.4K +733 +11%
GWP
1678
Gen-Wealth Partners
Michigan
$866K +$56.5K +515 +7%
WPP
1679
Whalerock Point Partners
Rhode Island
$865K
VIM
1680
Vista Investment Management
Pennsylvania
$865K
DI
1681
Diligent Investors
California
$861K -$115K -1,050 -12%
MPWS
1682
McCarter Private Wealth Services
Massachusetts
$858K +$826K +7,527 New
FA
1683
Fagan Associates
New York
$857K
FDCP
1684
Foster Dykema Cabot & Partners
Massachusetts
$854K +$147K +1,343 +22%
LFA
1685
Legacy Financial Advisors
Kentucky
$853K +$62.4K +569 +8%
NFGCM
1686
Norman Fields Gottscho Capital Management
New York
$853K
BCM
1687
BluePath Capital Management
Georgia
$853K +$167K +1,520 +26%
W
1688
Wealthquest
Ohio
$853K -$95.8K -873 -10%
PSB
1689
Piscataqua Savings Bank
New Hampshire
$852K
RDWM
1690
Red Door Wealth Management
Tennessee
$849K +$32.9K +300 +4%
FBB
1691
Fulton Breakefield Broenniman
Maryland
$846K -$42.4K -387 -5%
GIM
1692
Goelzer Investment Management
Indiana
$843K -$3.95K -36 -0.5%
AFG
1693
ABLE Financial Group
Arizona
$838K +$53.6K +489 +7%
SIA
1694
Strategic Investment Advisors
Michigan
$838K -$54.3K -495 -6%
SDIC
1695
South Dakota Investment Council
South Dakota
$835K
BAAM
1696
Baker Avenue Asset Management
California
$833K +$408K +3,724 +104%
FA
1697
Fiduciary Alliance
South Carolina
$833K +$365K +3,324 +84%
AA
1698
Auxano Advisors
Washington
$832K +$111K +1,014 +16%
RSA
1699
River Street Advisors
Illinois
$830K +$112K +1,025 +16%
FCCM
1700
First City Capital Management
Georgia
$826K -$101K -923 -11%