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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1876
Magnolia Capital Management
New York
$788K -$151K -440 -17%
CSPIA
1877
Cary Street Partners Investment Advisory
Virginia
$787K -$77.4K -226 -9%
EGA
1878
E&G Advisors
Texas
$784K – – –
UAML
1879
US Asset Management LLC
Pennsylvania
$784K – – –
AWMM
1880
Aegis Wealth Management (Maryland)
Maryland
$783K +$740K +2,162 New
CWA
1881
Centennial Wealth Advisory
Michigan
$782K +$20.2K +59 +3%
FWA
1882
FSM Wealth Advisors
Ohio
$782K -$24.3K -71 -3%
BCG
1883
Breakwater Capital Group
New Jersey
$780K +$39.7K +116 +6%
NCM
1884
Nelson Capital Management
California
$780K -$4.13M -12,070 -85%
AF
1885
ASL Financial
California
$779K – – –
CCAM
1886
Cascades Capital Asset Management
North Carolina
$777K – – –
WH
1887
Willner & Heller
California
$776K -$23.6K -69 -3%
KA
1888
Klingman & Associates
New York
$775K +$14.7K +43 +2%
IWA
1889
Icon Wealth Advisors
Texas
$773K – – –
HAS
1890
HBW Advisory Services
California
$773K -$1.48M -4,330 -67%
SWM
1891
Segment Wealth Management
Texas
$773K -$9.59K -28 -1%
SWGC
1892
Summit Wealth Group (Colorado)
Colorado
$771K +$32.2K +94 +5%
JGUA
1893
John G. Ullman & Associates
New York
$770K – – –
CW
1894
Channel Wealth
California
$769K +$4.45K +13 +0.6%
AI
1895
Accredited Investors
Minnesota
$769K -$11.3K -33 -2%
KWS
1896
Keystone Wealth Services
California
$767K -$1.71K -5 -0.2%
SCP
1897
Stamos Capital Partners
California
$767K +$64.4K +188 +10%
IAG
1898
Investment Advisory Group
Massachusetts
$766K +$19.9K +58 +3%
CWS
1899
Cypress Wealth Services
California
$766K -$44.5K -130 -6%
ICP
1900
Interchange Capital Partners
Pennsylvania
$765K +$163K +475 +29%