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Name Holding Trade Value Shares
Change
Change in
Stake
SAG
1926
Spotlight Asset Group
Illinois
$328K -$90K -143 -20%
TTWM
1927
TCV Trust & Wealth Management
Virginia
$328K -$6.92K -11 -2%
CWM
1928
Centric Wealth Management
Illinois
$328K
LBC
1929
Lowe Brockenbrough & Co
Virginia
$328K +$359K +570 New
GC
1930
Grimes & Company
Massachusetts
$326K +$35.9K +57 +11%
CH
1931
Canton Hathaway
Rhode Island
$326K +$305K +485 +591%
KOC
1932
Koss-Olinger Consulting
Florida
$326K +$356K +566 New
ETCM
1933
Evolutionary Tree Capital Management
Virginia
$325K
SAM
1934
Synergy Asset Management
Washington
$323K -$9.5M -15,094 -96%
PNAA
1935
Pictet North America Advisors
Switzerland
$322K
EFG
1936
Everhart Financial Group
Ohio
$322K +$51.6K +82 +17%
ARC
1937
Advisor Resource Council
Texas
$321K -$363K -577 -51%
FRM
1938
Fox Run Management
Connecticut
$321K +$351K +558 New
CAM
1939
Concorde Asset Management
Michigan
$318K -$3.78K -6 -1%
HW
1940
Hamilton Wealth
California
$318K
RIA
1941
Regal Investment Advisors
Michigan
$317K -$27.7K -44 -7%
FSCM
1942
Front Street Capital Management
Montana
$317K
AWM
1943
Accurate Wealth Management
Florida
$316K -$270K -429 -45%
FHC
1944
First Heartland Consultants
Missouri
$316K -$33.4K -53 -9%
FG
1945
Fiduciary Group
Georgia
$316K +$103K +163 +50%
PAM
1946
Palisade Asset Management
Minnesota
$315K
LWAC
1947
Laurel Wealth Advisors (California)
California
$314K -$176K -279 -34%
DDC
1948
DF Dent & Co
Maryland
$313K
RTC
1949
Riverview Trust Company
Washington
$313K
FB
1950
First Bancorp
Maine
$313K +$342K +544 New