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Name Holding Trade Value Shares
Change
Change in
Stake
GLA
1901
Good Life Advisors
Pennsylvania
$418K -$25K -100 -6%
SCM
1902
Spreng Capital Management
Ohio
$418K
FNT
1903
First Nebraska Trust
Nebraska
$418K +$60.9K +244 +19%
FCM
1904
Fortis Capital Management
Washington
$417K +$3.24K +13 +0.8%
RIG
1905
Renaissance Investment Group
Massachusetts
$417K -$9.23K -37 -2%
FFBTD
1906
First Financial Bank - Trust Division
Ohio
$417K +$998 +4 +0.3%
FIBT
1907
First International Bank & Trust
North Dakota
$417K -$204K -816 -34%
LC
1908
Lindbrook Capital
California
$416K +$97.6K +391 +34%
TPWM
1909
Twelve Points Wealth Management
Massachusetts
$414K +$37.4K +150 +11%
FSA
1910
Financial Security Advisor
Virginia
$414K +$384K +1,540 New
PIA
1911
Petredis Investment Advisors
Pennsylvania
$414K
SPA
1912
Sherbrooke Park Advisers
New York
$411K +$382K +1,529 New
CWS
1913
Confluence Wealth Services
Pennsylvania
$410K -$38.7K -155 -9%
VWM
1914
Vigilare Wealth Management
Arizona
$410K +$250 +1 +0.1%
BAM
1915
Byrne Asset Management
New Jersey
$410K -$378K -1,516 Closed
SP
1916
Successful Portfolios
Florida
$410K +$499 +2 +0.1%
CCG
1917
Chatham Capital Group
Georgia
$408K +$2.25K +9 +0.6%
HCM
1918
Hengehold Capital Management
Ohio
$408K +$21.2K +85 +6%
OAM
1919
Occidental Asset Management
California
$407K +$378K +1,514 New
XWM
1920
Xcel Wealth Management
Florida
$406K -$1.43M -5,736 -79%
DWM
1921
Defined Wealth Management
Oregon
$405K +$3.99K +16 +1%
DFS
1922
Dixon Fnancial Services
California
$404K
FOA
1923
Five Oceans Advisors
California
$404K +$4.74K +19 +1%
SEP
1924
Southland Equity Partners
Missouri
$404K +$46.9K +188 +14%
PWG
1925
Portside Wealth Group
Utah
$404K +$4.24K +17 +1%