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Name Holding Trade Value Shares
Change
Change in
Stake
HAS
2501
HBW Advisory Services
California
$2.66M -$283K -1,700 -10%
TCBWMS
2502
Texas Capital Bank Wealth Management Services
Texas
$2.66M -$263K -1,580 -9%
CIP
2503
Capital Insight Partners
Arizona
$2.65M +$432K +2,600 +20%
PCG
2504
Private Capital Group
Connecticut
$2.63M -$29.9K -180 -1%
EA
2505
Elm Advisors
California
$2.62M
WIA
2506
World Investment Advisors
California
$2.61M -$116K -700 -4%
CRI
2507
Colonial River Investments
Virginia
$2.6M +$13.3K +80 +0.5%
LG
2508
LaFleur & Godfrey
Michigan
$2.6M +$1.54M +9,280 +158%
WKWM
2509
Walter & Keenan Wealth Management
Indiana
$2.6M
DAM
2510
Delta Asset Management
Tennessee
$2.6M +$79.8K +480 +3%
ACM
2511
Ashford Capital Management
Delaware
$2.6M -$229K -1,380 -8%
LFA
2512
Legacy Financial Advisors
Kentucky
$2.59M +$143K +860 +6%
BWP
2513
Bernardo Wealth Planning
Pennsylvania
$2.58M -$36.6K -220 -1%
FMTCOCP
2514
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.58M +$23.3K +140 +0.9%
AI
2515
AXS Investments
New York
$2.58M +$349K +2,100 +16%
BWCS
2516
Beirne Wealth Consulting Services
Connecticut
$2.57M -$3.32K -20 -0.1%
CFO
2517
Collective Family Office
Pennsylvania
$2.57M -$219K -1,320 -8%
AC
2518
Addison Capital
Pennsylvania
$2.56M +$19.9K +120 +0.8%
MFP
2519
Meridian Financial Partners
Virginia
$2.56M +$29.9K +180 +1%
AWA
2520
Alta Wealth Advisors
Massachusetts
$2.56M -$13.3K -80 -0.5%
WMP
2521
Wealth Management Partners
Arizona
$2.55M +$63.2K +380 +3%
TA
2522
Trivest Advisors
Hong Kong
$2.55M +$399K +2,400 +19%
CAGAS
2523
Capital Advisory Group Advisory Services
Minnesota
$2.54M -$366K -2,200 -13%
BCM
2524
Brasada Capital Management
Texas
$2.54M +$39.9K +240 +2%
CCG
2525
Ceeto Capital Group
Florida
$2.54M +$332K +2,000 +16%