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Name Holding Trade Value Shares
Change
Change in
Stake
SIAP
926
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$78K
FNBOSM
927
First National Bank of South Miami
Florida
$73K
RIA
928
Realta Investment Advisors
Delaware
$73K +$73.1K +1,384 New
LC
929
Lindbrook Capital
California
$71K +$3.38K +64 +5%
CIA
930
CSat Investment Advisory
Michigan
$68K +$7.13K +135 +12%
AWMS
931
Advocacy Wealth Management Services
Georgia
$63K
ADL
932
Asset Dedication LLC
California
$63K
THWM
933
Taylor Hoffman Wealth Management
Virginia
$63K
CFG
934
CKW Financial Group
Hawaii
$62K
SBL
935
Sargent Bickham Lagudis
Colorado
$60K +$317 +6 +0.5%
NCM
936
Nelson Capital Management
California
$59K +$21.1K +400 +56%
BCM
937
Bourgeon Capital Management
Connecticut
$56K +$56.8K +1,075 New
GRP
938
Global Retirement Partners
California
$53K -$5.44K -103 -9%
BWP
939
Baldwin Wealth Partners
Massachusetts
$53K
RTC
940
Riverview Trust Company
Washington
$52K
M
941
Mirova
France
$49K +$4.49K +85 +10%
DAM
942
Delta Asset Management
Tennessee
$48K
CBT
943
Capital Bank & Trust
California
$47K +$31.7K +600 +207%
TWA
944
TCI Wealth Advisors
Arizona
$46K -$9.56K -181 -17%
CJA
945
C-J Advisory
California
$44K
VCM
946
Vigilant Capital Management
Maine
$44K
WAS
947
Winch Advisory Services
Wisconsin
$42K +$211 +4 +0.5%
AA
948
Advisory Alpha
Michigan
$41.5K +$42.5K +805 New
CA
949
Crewe Advisors
Utah
$40K
SIS
950
Sound Income Strategies
Florida
$37K