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Name Holding Trade Value Shares
Change
Change in
Stake
NCM
2101
Noesis Capital Mangement
Florida
$348K +$1.71K +16 +0.4%
CWM
2102
CCG Wealth Management
California
$348K +$8.85K +83 +2%
GWCM
2103
Godshalk Welsh Capital Management
Pennsylvania
$347K +$2.67K +25 +0.7%
KOC
2104
Koss-Olinger Consulting
Florida
$346K +$85.8K +805 +29%
OCG
2105
Opus Capital Group
Ohio
$345K
LB
2106
Legacy Bridge
Iowa
$344K
TCBWMS
2107
Texas Capital Bank Wealth Management Services
Texas
$344K
AA
2108
Apriem Advisors
California
$344K +$107 +1 +0%
GAM
2109
Grandview Asset Management
Pennsylvania
$344K +$746 +7 +0.2%
BB
2110
Bell Bank
North Dakota
$343K -$140K -1,315 -27%
YC
2111
Yarbrough Capital
Tennessee
$343K
NIM
2112
NuWave Investment Management
New Jersey
$343K +$378K +3,550 New
QPW
2113
Quantum Private Wealth
Florida
$340K -$8.42K -79 -2%
BFG
2114
Berger Financial Group
Minnesota
$340K +$2.67K +25 +0.7%
HIP
2115
HUB Investment Partners
Texas
$340K +$4.58K +43 +1%
RDWM
2116
Red Door Wealth Management
Tennessee
$340K +$15.7K +147 +4%
RVM
2117
Robinson Value Management
Texas
$339K
VAM
2118
Veritas Asset Management
United Kingdom
$339K
CWS
2119
Cypress Wealth Services
California
$339K +$107 +1 +0%
DOA
2120
D'Orazio & Associates
Virginia
$338K +$92.7K +870 +33%
COCM
2121
Charter Oak Capital Management
New Hampshire
$337K -$139K -1,304 -27%
SW
2122
SkyOak Wealth
Michigan
$337K
SOS
2123
Silver Oak Securities
Tennessee
$336K -$435K -4,080 -54%
EGA
2124
Eagle Global Advisors
Texas
$336K
LA
2125
LVW Advisors
New York
$336K +$7.57K +71 +2%