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Name Holding Trade Value Shares
Change
Change in
Stake
TC
1776
Truvestments Capital
Florida
$899K -$20.2K -59 -2%
CA
1777
Capital Advantage
California
$896K -$151K -440 -15%
FSAG
1778
Financial Solutions Advisory Group
Illinois
$895K
TCBWMS
1779
Texas Capital Bank Wealth Management Services
Texas
$893K -$21.6K -63 -2%
AOWM
1780
Asset One Wealth Management
Washington
$889K -$3.42K -10 -0.4%
CSA
1781
Cottage Street Advisors
Massachusetts
$887K +$685 +2 +0.1%
MIC
1782
Means Investment Company
Maine
$885K +$5.82K +17 +0.7%
WF
1783
WinCap Financial
Massachusetts
$885K +$37.3K +109 +5%
CSB
1784
City State Bank
Iowa
$884K +$22.3K +65 +3%
KCM
1785
Kanawha Capital Management
Virginia
$884K +$140K +410 +20%
MKC
1786
M. Kraus & Co
Vermont
$882K
MCA
1787
Magnolia Capital Advisors
Mississippi
$879K -$2.4K -7 -0.3%
VFG
1788
Victory Financial Group
Texas
$876K -$81.8K -239 -9%
CWM
1789
Centurion Wealth Management
Virginia
$875K -$117K -343 -12%
BWP
1790
Baldwin Wealth Partners
Massachusetts
$874K -$77.7K -227 -9%
FCM
1791
Fourpath Capital Management
Oklahoma
$873K +$74.3K +217 +10%
CWM
1792
Calamos Wealth Management
Illinois
$872K -$1.14M -3,340 -58%
RIM
1793
Redwood Investment Management
Arizona
$869K +$822K +2,400 New
C
1794
Certuity
Florida
$869K -$26K -76 -3%
PL
1795
Plancorp LLC
Missouri
$865K -$204K -595 -20%
SRC
1796
Sage Rhino Capital
California
$864K +$6.5K +19 +0.8%
BCM
1797
Bayesian Capital Management
New York
$863K +$816K +2,384 New
JGIA
1798
Jackson Grant Investment Advisers
Connecticut
$862K +$342 +1 +0%
AIP
1799
Almanack Investment Partners
Pennsylvania
$860K +$813K +2,375 New
WCA
1800
Westover Capital Advisors
Delaware
$860K -$7.19K -21 -0.9%