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Name Holding Trade Value Shares
Change
Change in
Stake
BHC
1876
Bowen Hanes & Co
Florida
$510K +$4.66K +40 +0.9%
PCG
1877
Private Capital Group
Connecticut
$507K +$1.98K +17 +0.4%
AWM
1878
Apollon Wealth Management
South Carolina
$506K -$139K -1,192 -21%
CWM
1879
Circle Wealth Management
New Jersey
$506K +$7.69K +66 +2%
BWP
1880
Baldwin Wealth Partners
Massachusetts
$505K +$54K +463 +12%
SHA
1881
Seneca House Advisors
Virginia
$504K +$42.7K +366 +9%
CCM
1882
CAAS Capital Management
New York
$504K +$507K +4,351 New
CCT
1883
Capital City Trust
Florida
$503K -$23.4K -201 -4%
LFA
1884
Legacy Financial Advisors
Kentucky
$502K -$51.2K -439 -9%
TWM
1885
Tradition Wealth Management
Minnesota
$502K +$816 +7 +0.2%
GLA
1886
Good Life Advisors
Pennsylvania
$500K -$37.9K -325 -7%
WDG
1887
Wealth Dimensions Group
Ohio
$500K -$27K -232 -5%
LI
1888
Lafayette Investments
Maryland
$499K +$501K +4,300 New
GI
1889
Glovista Investments
New Jersey
$498K -$23.3K -200 -4%
TCM
1890
Tradewinds Capital Management
Washington
$498K
LIM
1891
Lathrop Investment Management
Arkansas
$496K
HWMG
1892
Hurlow Wealth Management Group
Indiana
$495K -$17.7K -152 -3%
BIA
1893
Bigelow Investment Advisors
Maine
$495K
GSEP
1894
Golden State Equity Partners
California
$494K +$496K +4,258 New
AF
1895
Affiance Financial
Minnesota
$493K
IA
1896
Insight Advisors
Pennsylvania
$491K -$312K -2,679 -40%
HR
1897
Howe & Rusling
New York
$490K -$583 -5 -0.1%
SIM
1898
Sadoff Investment Management
Wisconsin
$490K
HWM
1899
HighMark Wealth Management
Minnesota
$489K -$7.34K -63 -1%
AIM
1900
Axiom Investment Management
New York
$488K +$933 +8 +0.2%