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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
1226
Semmax Financial Advisors
North Carolina
$2.49M +$362K +747 +19%
HFM
1227
Hartford Financial Management
Connecticut
$2.48M
MGWM
1228
Marks Group Wealth Management
Minnesota
$2.48M -$484 -1 -0%
IRAG
1229
Investment Research & Advisory Group
Georgia
$2.47M +$270K +557 +14%
FCP
1230
Fidelis Capital Partners
Florida
$2.46M +$81.3K +168 +4%
FCBT
1231
First Citizens Bank & Trust
North Carolina
$2.46M +$131K +270 +6%
IAN
1232
Integrated Advisors Network
Texas
$2.45M +$57.6K +119 +3%
AC
1233
Arjuna Capital
North Carolina
$2.43M +$23.7K +49 +1%
WBC
1234
West Branch Capital
Massachusetts
$2.43M +$76K +157 +4%
NPP
1235
New Potomac Partners
Maryland
$2.43M +$6.78K +14 +0.3%
CWM
1236
Cabot Wealth Management
Massachusetts
$2.43M +$1.45K +3 +0.1%
MBTD
1237
Mechanics Bank - Trust Department
California
$2.43M +$798K +1,649 +61%
LT
1238
Legacy Trust
Michigan
$2.42M -$433K -895 -17%
IP
1239
Intellectus Partners
California
$2.42M -$242K -500 -10%
TSWM
1240
Triangle Securities Wealth Management
North Carolina
$2.41M +$484 +1 +0%
TRIA
1241
Trail Ridge Investment Advisors
Colorado
$2.41M +$52.3K +108 +3%
CIC
1242
Cornercap Investment Counsel
Georgia
$2.4M -$68.3K -141 -3%
WWM
1243
WT Wealth Management
Arizona
$2.4M +$230K +475 +12%
GC
1244
Gratus Capital
Georgia
$2.4M +$149K +307 +8%
OWG
1245
Oxford Wealth Group
Florida
$2.39M +$919K +1,897 +79%
DWM
1246
Dynasty Wealth Management
Florida
$2.39M +$55.2K +114 +3%
IAS
1247
Insigneo Advisory Services
Florida
$2.39M +$217K +449 +11%
JCM
1248
Jacobi Capital Management
Pennsylvania
$2.39M +$164K +338 +9%
GSCM
1249
Greenfield Seitz Capital Management
Texas
$2.38M +$6.29K +13 +0.3%
TPCW
1250
TD Private Client Wealth
New York
$2.37M -$38.7K -80 -2%