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Name Holding Trade Value Shares
Change
Change in
Stake
CP
901
Cumberland Partners
Ontario, Canada
$2.41M +$2.4M +9,792 +9,792%
RGC
902
Roberts, Glore & Co
Illinois
$2.38M -$5.64K -23 -0.2%
IC
903
Intersect Capital
California
$2.38M +$28.2K +115 +1%
BOCM
904
Bontempo Ohly Capital Management
Maryland
$2.38M -$22.8K -93 -0.9%
GWM
905
Geneos Wealth Management
Colorado
$2.38M +$510K +2,081 +27%
WC
906
Whitney & Co
New York
$2.38M +$14.2K +58 +0.6%
LD
907
Lipe & Dalton
New York
$2.37M -$1.37M -5,610 -37%
APA
908
American Portfolios Advisors
New York
$2.36M -$189K -772 -7%
TCWM
909
Total Clarity Wealth Management
Illinois
$2.36M -$26.7K -109 -1%
CIP
910
Convergence Investment Partners
Florida
$2.36M -$90.7K -370 -4%
RPWA
911
Regent Peak Wealth Advisors
Georgia
$2.35M +$68.6K +280 +3%
EHWM
912
Eads & Heald Wealth Management
Georgia
$2.35M -$27.7K -113 -1%
LFP
913
Leeward Financial Partners
Washington
$2.32M -$126K -515 -5%
SFA
914
Sequoia Financial Advisors
Ohio
$2.31M -$536K -2,189 -19%
EF
915
Exeter Financial
Arizona
$2.31M +$66.7K +272 +3%
DFA
916
Delta Financial Advisors
Louisiana
$2.3M -$8.58K -35 -0.4%
CIA
917
Cohen Investment Advisors
New Hampshire
$2.3M +$2.94K +12 +0.1%
BFO
918
Boston Family Office
Massachusetts
$2.29M -$29.4K -120 -1%
GCL
919
Gouws Capital LLC
North Carolina
$2.29M
PWMAG
920
Pinnacle Wealth Management Advisory Group
New Jersey
$2.28M +$222K +904 +11%
DCM
921
Delta Capital Management
New Jersey
$2.28M +$4.9K +20 +0.2%
SC
922
Siena Capital
Ohio
$2.28M -$27.9K -114 -1%
KCM
923
Kempner Capital Management
Texas
$2.27M
PIMG
924
Patriot Investment Management Group
Tennessee
$2.26M -$130K -530 -5%
AFA
925
Abacus FCF Advisors
Florida
$2.26M -$2.23M -9,101 -50%