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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1926
Plante Moran Financial Advisors
Michigan
$736K -$4.99K -14 -0.7%
FGC
1927
First Growth Capital
Maryland
$736K +$356 +1 +0%
SAM
1928
Secure Asset Management
Michigan
$735K -$38.1K -107 -5%
WA
1929
WESPAC Advisors
California
$734K
FCA
1930
FLC Capital Advisors
California
$734K
PWW
1931
Pettyjohn Wood & White
Virginia
$734K -$1.78K -5 -0.2%
ZCP
1932
Z3 Capital Partners
Virginia
$732K -$17.8K -50 -2%
BBI
1933
Baxter Bros Inc
Connecticut
$732K
SAA
1934
Southeast Asset Advisors
Georgia
$732K +$1.43K +4 +0.2%
SAW
1935
Signal Advisors Wealth
Michigan
$730K -$74.2K -208 -9%
CWP
1936
CFM Wealth Partners
Texas
$730K
FWI
1937
Facet Wealth Inc
Maryland
$727K +$186K +523 +34%
AFS
1938
Access Financial Services
Minnesota
$727K
ITIM
1939
Indiana Trust & Investment Management
Indiana
$727K
KIG
1940
Kennedy Investment Group
New Jersey
$726K +$26.4K +74 +4%
SAM
1941
Sagewood Asset Management
New York
$726K +$134K +376 +22%
BHIA
1942
Birch Hill Investment Advisors
Massachusetts
$725K
IAG
1943
Investment Advisory Group
Massachusetts
$724K +$1.43K +4 +0.2%
HFS
1944
Howard Financial Services
Texas
$724K +$43.1K +121 +6%
OCM
1945
Orion Capital Management
California
$722K -$3.56K -10 -0.5%
IWA
1946
Icon Wealth Advisors
Texas
$722K -$18.5K -52 -2%
KFGK
1947
Keystone Financial Group (Kentucky)
Kentucky
$722K +$161K +451 +28%
PK
1948
Pflug Koory
Nebraska
$721K
BTI
1949
Blue Trust Inc
Georgia
$720K -$34.6K -97 -5%
GGS
1950
Galvin Gaustad & Stein
Arizona
$719K