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Name Holding Trade Value Shares
Change
Change in
Stake
CFS
2051
Cannon Financial Strategists
Georgia
$491K +$10.8K +87 +2%
TCBWMS
2052
Texas Capital Bank Wealth Management Services
Texas
$490K +$8.55K +69 +2%
QPW
2053
Quantum Private Wealth
Florida
$489K
PCA
2054
Pallas Capital Advisors
Massachusetts
$488K -$1.05M -8,445 -67%
FPFS
2055
First Personal Financial Services
North Carolina
$488K -$99.5K -803 -16%
NWA
2056
New World Advisors
Massachusetts
$488K +$24.2K +195 +5%
TAIM
2057
TD Ameritrade Investment Management
Nebraska
$488K +$33.8K +273 +7%
AIM
2058
Acropolis Investment Management
Missouri
$487K
CCT
2059
Capital City Trust
Florida
$487K
CL
2060
COWA LLC
Oklahoma
$487K
GB
2061
Goepper Burkhardt
South Carolina
$487K +$20.6K +166 +4%
BCCM
2062
Bridge Creek Capital Management
Massachusetts
$486K +$2.23K +18 +0.4%
RWM
2063
RKL Wealth Management
Pennsylvania
$486K +$72.8K +587 +17%
SA
2064
Sicart Associates
New York
$484K
KCIA
2065
Kingsbury Capital Investment Advisors
Illinois
$484K +$507K +4,092 New
WP
2066
WealthShield Partners
North Carolina
$483K -$10.5K -85 -2%
NF
2067
Nvest Financial
New Hampshire
$483K +$506K +4,078 New
BIA
2068
Bigelow Investment Advisors
Maine
$481K -$20.3K -164 -4%
LIM
2069
Lathrop Investment Management
Arkansas
$481K -$14.3K -115 -3%
ZIG
2070
Zullo Investment Group
Pennsylvania
$481K -$10K -81 -2%
SCA
2071
St. Clair Advisors
Ohio
$481K -$180K -1,448 -26%
RIG
2072
Renaissance Investment Group
Massachusetts
$480K -$1.24K -10 -0.2%
HWMG
2073
Hurlow Wealth Management Group
Indiana
$479K -$43.6K -352 -8%
PFP
2074
Paragon Financial Partners
California
$479K
FWSM
2075
First Wilshire Securities Management
California
$478K