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Name Holding Trade Value Shares
Change
Change in
Stake
SF
1501
Symphony Financial
Texas
$19.3M +$13.8M +69,675 +360%
TTWM
1502
TCV Trust & Wealth Management
Virginia
$19.2M -$18.8K -95 -0.1%
BST
1503
Bath Savings Trust
Maine
$19.2M -$109K -553 -0.6%
BSG
1504
Black Swift Group
Colorado
$19.2M +$11.7M +58,976 +207%
JSW
1505
Journey Strategic Wealth
New Jersey
$19.2M +$6.36M +32,145 +58%
WHGC
1506
Wealth High Governance Capital
Brazil
$19M +$17.2M +86,800 New
BWL
1507
Bogart Wealth LLC
Virginia
$19M +$683K +3,449 +4%
PCM
1508
Pennsylvania Capital Management
Pennsylvania
$19M -$6.7M -33,853 -28%
CM
1509
Churchill Management
California
$19M -$1.05M -5,331 -6%
ECM
1510
EMC Capital Management
Texas
$18.9M
EAM
1511
EFG Asset Management
Oregon
$18.9M +$415K +2,096 +2%
PWG
1512
Portside Wealth Group
Utah
$18.9M -$2.37M -11,978 -12%
GI
1513
GLOBALT Investments
Georgia
$18.9M -$572K -2,891 -3%
C
1514
Certuity
Florida
$18.8M -$53.4K -270 -0.3%
PA
1515
Perennial Advisors
New York
$18.8M -$63.7K -322 -0.4%
CAM
1516
Columbia Asset Management
Michigan
$18.8M -$138K -699 -0.8%
CWG
1517
Cornerstone Wealth Group
North Carolina
$18.8M +$917K +4,633 +6%
IBOK
1518
Independence Bank of Kentucky
Kentucky
$18.8M +$844K +4,266 +5%
IMC Chicago
1519
IMC Chicago
Illinois
$18.8M -$49.7M -250,969 -75%
1M
1520
1248 Management
Missouri
$18.7M
WPA
1521
Wealth Preservation Advisors
Tennessee
$18.7M -$280K -1,415 -2%
UC
1522
Unio Capital
New Jersey
$18.7M +$3.78M +19,079 +29%
PCG
1523
Prosperity Consulting Group
Maryland
$18.7M +$150K +759 +0.9%
BIG
1524
Brookwood Investment Group
Arizona
$18.6M +$572K +2,889 +4%
SFP
1525
Shepherd Financial Partners
Massachusetts
$18.6M -$407K -2,055 -2%