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Name Holding Trade Value Shares
Change
Change in
Stake
PCG
1676
Private Capital Group
Connecticut
$575K +$7.22K +14 +1%
SRC
1677
Sage Rhino Capital
California
$574K +$242K +469 +92%
SEIA
1678
Signature Estate & Investment Advisors
California
$573K +$4.64K +9 +0.9%
GCM
1679
Gables Capital Management
Florida
$570K -$273K -530 -35%
BZWA
1680
Blue Zone Wealth Advisors
California
$569K
ACA
1681
Affinity Capital Advisors
California
$569K +$7.73K +15 +2%
CBTWT
1682
Community Bank & Trust (Waco, Texas)
Texas
$569K +$166K +322 +50%
CAGAS
1683
Capital Advisory Group Advisory Services
Minnesota
$567K +$7.22K +14 +1%
FFM
1684
Fullerton Fund Management
Singapore
$566K +$498K +967 New
PPW
1685
Parcion Private Wealth
Washington
$564K
CIA
1686
Capital Investment Advisors
Georgia
$563K +$45.4K +88 +10%
AWM
1687
Accurate Wealth Management
Florida
$562K +$495K +960 New
SWA
1688
SFMG Wealth Advisors
Texas
$560K +$66K +128 +15%
PFWA
1689
Paces Ferry Wealth Advisors
Georgia
$556K
JIP
1690
Jaffetilchin Investment Partners
Florida
$555K -$241K -467 -33%
YIA
1691
YHB Investment Advisors
Connecticut
$553K
HTHT
1692
Hemenway Trust Hemenway Trust
New Hampshire
$553K +$120K +233 +33%
WCM
1693
Washburn Capital Management
Florida
$551K -$67K -130 -12%
BS
1694
Boenning & Scattergood
Pennsylvania
$550K -$192K -373 -28%
WI
1695
Wedgewood Investors
Pennsylvania
$550K
HI
1696
Harbour Investments
Wisconsin
$550K +$515 +1 +0.1%
IF
1697
IRON Financial
Illinois
$547K +$111K +216 +30%
LF
1698
Lantz Financial
Illinois
$545K +$38.7K +75 +9%
QCM
1699
Quest Capital Management
Texas
$544K +$36.1K +70 +8%
CPSC
1700
Carl P. Sherr & Co
Massachusetts
$543K