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Name Holding Trade Value Shares
Change
Change in
Stake
RCA
1876
Ranch Capital Advisors
Florida
$754K +$128 +1 +0%
RWA
1877
Redhawk Wealth Advisors
Minnesota
$754K +$192K +1,502 +39%
MWM
1878
MBE Wealth Management
Wisconsin
$753K +$5.38K +42 +0.8%
PCM
1879
Perritt Capital Management
Illinois
$753K +$6.66K +52 +1%
BIP
1880
Blueprint Investment Partners
North Carolina
$749K +$260K +2,031 +62%
MWPCG
1881
Measured Wealth Private Client Group
New Hampshire
$748K – – –
CIP
1882
Convergence Investment Partners
Florida
$748K +$206K +1,608 +43%
UAML
1883
US Asset Management LLC
Pennsylvania
$740K -$1.15K -9 -0.2%
KTC
1884
Kistler-Tiffany Companies
Pennsylvania
$740K – – –
Apella Capital
1885
Apella Capital
Connecticut
$738K -$2.18K -17 -0.3%
FFA
1886
Fragasso Financial Advisors
Pennsylvania
$736K -$87.8K -686 -12%
HFS
1887
Heritage Financial Services
Massachusetts
$736K +$670K +5,234 New
BA
1888
Bristlecone Advisors
Washington
$734K +$182K +1,425 +38%
BEC
1889
Blue Edge Capital
Virginia
$734K – – –
FCIM
1890
Fairview Capital Investment Management
California
$733K – – –
MSA
1891
Marino Stram & Associates
Massachusetts
$733K +$62.8K +491 +10%
Advisory Alpha
1892
Advisory Alpha
Michigan
$733K +$129K +1,005 +24%
Stonegate Investment Group
1893
Stonegate Investment Group
Alabama
$733K +$666K +5,207 New
AWM
1894
Aevitas Wealth Management
Massachusetts
$731K +$640 +5 +0.1%
FPCP
1895
Fort Point Capital Partners
California
$729K – – –
EWM
1896
EPG Wealth Management
Georgia
$726K +$22.7K +177 +4%
FW
1897
FirstPurpose Wealth
Utah
$725K +$659K +5,148 New
Quilter Plc
1898
Quilter Plc
United Kingdom
$724K -$1.84M -14,369 -73%
JWCA
1899
J.W. Coons Advisors
Ohio
$724K -$38.4K -300 -6%
SWM
1900
Segment Wealth Management
Texas
$723K +$143K +1,117 +28%