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Name Holding Trade Value Shares
Change
Change in
Stake
CTA
2051
Colonial Trust Advisors
South Carolina
$479K -$5.48K -50 -1%
UC
2052
Unio Capital
New Jersey
$479K – – –
EIP
2053
Ellis Investment Partners
Pennsylvania
$479K -$1.43K -13 -0.3%
CF
2054
Convergence Financial
Missouri
$478K -$109K -998 -19%
GWWM
2055
Great Waters Wealth Management
Minnesota
$477K +$11.8K +108 +3%
AFC
2056
AFT Forsyth & Company
Florida
$477K – – –
MLA
2057
My Legacy Advisors
Oregon
$477K +$10.1K +92 +2%
CPP
2058
Capasso Planning Partners
South Carolina
$476K +$877 +8 +0.2%
CPC
2059
Congress Park Capital
New York
$475K – – –
GWM
2060
GDS Wealth Management
Texas
$474K -$5.59K -51 -1%
AIM
2061
Alhambra Investment Management
Florida
$474K – – –
OPTFSNA
2062
Old Point Trust & Financial Services N A
Virginia
$474K – – –
KHCM
2063
Kirtland Hills Capital Management
Ohio
$474K -$25.3K -231 -5%
CFG
2064
Cooper Financial Group
California
$473K +$11K +100 +2%
OWA
2065
One Wealth Advisors
California
$472K +$1.21K +11 +0.3%
CCMG
2066
Clark Capital Management Group
Pennsylvania
$470K -$46.2K -421 -9%
HR
2067
Hardy Reed
Mississippi
$470K -$3.51K -32 -0.8%
BMC
2068
Beaton Management Company
Massachusetts
$470K -$43.9K -400 -9%
CL
2069
COWA LLC
Oklahoma
$469K – – –
AWCI
2070
Alpine Woods Capital Investors
New York
$468K – – –
OL
2071
Optas LLC
Texas
$468K +$53.2K +485 +13%
SGI
2072
Summit Global Investments
Utah
$468K +$53.3K +486 +13%
CCG
2073
Coastwise Capital Group
California
$467K +$67K +611 +18%
FA
2074
Financial Advisors
Massachusetts
$467K – – –
CAGAS
2075
Capital Advisory Group Advisory Services
Minnesota
$466K – – –