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Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
1926
Cary Street Partners Investment Advisory
Virginia
$532K +$119K +412 +28%
SPL
1927
Smart Portfolios LLC
Washington
$532K -$24.7K -85 -4%
SPI
1928
Santori & Peters Inc
Pennsylvania
$527K
RA
1929
Ransom Advisory
Rhode Island
$526K
SSW
1930
Stone Summit Wealth
Florida
$525K +$7.54K +26 +1%
SAA
1931
Southeast Asset Advisors
Georgia
$524K
BI
1932
Bolthouse Investments
California
$522K
FNT
1933
First Nebraska Trust
Nebraska
$522K -$189K -650 -26%
BIA
1934
Beacon Investment Advisors
Maryland
$522K +$290 +1 +0.1%
AG
1935
AmeriFlex Group
Nevada
$521K +$421K +1,452 +368%
AOWM
1936
Alpha Omega Wealth Management
Virginia
$520K -$580 -2 -0.1%
PCM
1937
Polymer Capital Management
New York
$519K +$533K +1,839 New
SI
1938
Saxon Interests
Texas
$519K +$3.48K +12 +0.7%
LBWM
1939
Left Brain Wealth Management
Illinois
$517K -$37.4K -129 -7%
KWM
1940
Keebeck Wealth Management
Illinois
$516K +$27K +93 +5%
MIA
1941
MainStreet Investment Advisors
Illinois
$515K +$53.9K +186 +11%
HFS
1942
Howard Financial Services
Texas
$515K -$10.7K -37 -2%
CCA
1943
Clearwater Capital Advisors
Illinois
$513K
FTC
1944
Farmers Trust Company
Ohio
$512K -$34.2K -118 -6%
AA
1945
Auxano Advisors
Washington
$508K -$224K -772 -30%
KC
1946
Knuff & Co
California
$508K
LIM
1947
Longfellow Investment Management
Massachusetts
$508K
PC
1948
Payne Capital
Oregon
$508K +$522K +1,800 New
SEP
1949
Southland Equity Partners
Missouri
$504K -$2.32K -8 -0.4%
DCM
1950
DGS Capital Management
New Jersey
$503K +$141K +486 +37%