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Name Holding Trade Value Shares
Change
Change in
Stake
HPWM
1501
Highland Private Wealth Management
Washington
$924K +$3.37K +7 +0.3%
AWM
1502
Angeles Wealth Management
California
$924K +$975K +2,027 New
FTA
1503
Financial & Tax Architects
Missouri
$923K +$136K +283 +16%
ICG
1504
InterOcean Capital Group
Tennessee
$922K -$19.7K -41 -2%
HL
1505
HeadInvest LLC
Maine
$922K +$70.2K +146 +8%
PA
1506
Procyon Advisors
Connecticut
$921K +$259K +539 +36%
RC
1507
RBF Capital
California
$920K
CIA
1508
Choate Investment Advisors
Massachusetts
$916K +$208K +433 +27%
MHS
1509
M Holdings Securities
Oregon
$914K +$965K +2,006 New
CCFP
1510
Charles Carroll Financial Partners
Massachusetts
$911K
SCP
1511
Stamos Capital Partners
California
$911K +$962K +2,000 New
FL
1512
Fort LP
Maryland
$908K -$288K -599 -23%
ACM
1513
AlphaStar Capital Management
North Carolina
$906K -$63K -131 -6%
CC
1514
Capital Counsel
New York
$901K -$5.29K -11 -0.6%
DCM
1515
Donaldson Capital Management
Indiana
$897K -$121K -252 -11%
MIM
1516
Moseley Investment Management
Florida
$895K -$68.8K -143 -7%
VBCG
1517
Valley Brook Capital Group
Pennsylvania
$895K +$101K +210 +12%
SIG
1518
Sargent Investment Group
Maryland
$893K
BC
1519
Bartlett & Co
Ohio
$892K -$43.3K -90 -4%
CB
1520
CNB Bank
Pennsylvania
$892K +$135K +280 +17%
VIM
1521
VELA Investment Management
Ohio
$892K +$518K +1,077 +122%
BCWM
1522
Bartlett & Co Wealth Management
Ohio
$892K -$43.3K -90 -4%
RMCM
1523
Reynders McVeigh Capital Management
Massachusetts
$890K -$13K -27 -1%
TCOT
1524
Trust Company of Toledo
Ohio
$890K -$3.85K -8 -0.4%
VWA
1525
Visionary Wealth Advisors
Illinois
$889K +$287K +597 +44%