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Name Holding Trade Value Shares
Change
Change in
Stake
AHC
1351
Adell Harriman & Carpenter
Texas
$980K +$48.6K +161 +5%
CCP
1352
Cushing Capital Partners
Wisconsin
$978K +$961K +3,186 New
NQWM
1353
Northwest Quadrant Wealth Management
Oregon
$976K -$18.1K -60 -2%
CPWA
1354
Cerro Pacific Wealth Advisors
California
$973K -$2.11K -7 -0.2%
VV
1355
Verity & Verity
South Carolina
$972K +$61.5K +204 +7%
SSIM
1356
Sheets Smith Investment Management
Texas
$965K -$360K -1,194 -27%
SFA
1357
Souders Financial Advisors
Ohio
$963K +$603 +2 +0.1%
PP
1358
Patron Partners
Texas
$963K +$73K +242 +8%
APA
1359
Astoria Portfolio Advisors
New York
$958K +$520K +1,724 +112%
GSF
1360
Grove Street Fiduciary
New Hampshire
$956K +$944K +3,129 New
PSC
1361
Prentiss Smith & Co
Vermont
$955K
WA
1362
Wealth Alliance
New York
$951K +$41.6K +138 +5%
LFG
1363
Larson Financial Group
Missouri
$950K +$122K +405 +15%
ADL
1364
Asset Dedication LLC
California
$949K +$14.5K +48 +2%
HPM
1365
Hoxton Planning & Management
West Virginia
$945K -$2.71K -9 -0.3%
TCOTS
1366
Trust Company of the South
North Carolina
$940K +$13.6K +45 +1%
Canada Life
1367
Canada Life
Manitoba, Canada
$939K -$1.23M -4,072 -57%
AAS
1368
Annex Advisory Services
Wisconsin
$936K +$27.1K +90 +3%
SEEDPG
1369
S.E.E.D. Planning Group
New York
$936K -$86.3K -286 -9%
OIM
1370
Orca Investment Management
Oregon
$936K +$4.22K +14 +0.5%
AAP
1371
Arax Advisory Partners
Colorado
$936K -$64.5K -214 -7%
SAI
1372
Savvy Advisors Inc
New York
$935K +$251K +832 +37%
SWA
1373
SFMG Wealth Advisors
Texas
$933K +$3.92K +13 +0.4%
TBNY
1374
Trustco Bank (New York)
New York
$932K
HVP
1375
Hudson Value Partners
Florida
$932K