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Name Holding Trade Value Shares
Change
Change in
Stake
FA
1651
Fiduciary Alliance
South Carolina
$4.45M +$5.23M +52,948 New
EWM
1652
Evermay Wealth Management
Virginia
$4.43M -$105K -1,060 -2%
CAAS
1653
Capital Asset Advisory Services
Michigan
$4.43M +$5.17M +52,288 New
DFG
1654
Demars Financial Group
Washington
$4.43M +$1.23M +12,488 +31%
PSP
1655
Pacific Sage Partners
Washington
$4.42M +$5.2M +52,661 New
CNWM
1656
Clay Northam Wealth Management
California
$4.42M -$5.83K -59 -0.1%
TAC
1657
Twenty Acre Capital
Pennsylvania
$4.42M +$899K +9,100 +21%
CB
1658
CNB Bank
Pennsylvania
$4.41M +$122K +1,236 +2%
UCMOK
1659
United Capital Management of KS
Kansas
$4.4M +$519K +5,257 +11%
SM
1660
STF Management
Texas
$4.39M +$5.17M +52,312 New
CF
1661
Concorde Financial
Texas
$4.39M
RWB
1662
RMR Wealth Builders
New Jersey
$4.39M -$229K -2,315 -4%
HAC
1663
Harbor Advisory Corp
New Hampshire
$4.39M -$96.2K -974 -2%
WIC
1664
WealthBridge Investment Counsel
Alberta, Canada
$4.39M +$748K +7,571 +17%
FSC
1665
Full Sail Capital
Oklahoma
$4.37M +$59.6K +603 +1%
RBFC
1666
Roman Butler Fullerton & Co
Missouri
$4.37M +$24.8K +251 +0.6%
TC
1667
Tsai Capital
New York
$4.36M -$255K -2,582 -5%
PL
1668
Parkwood LLC
Ohio
$4.36M +$284K +2,876 +6%
LPAM
1669
Lodestar Private Asset Management
California
$4.36M +$5.12M +51,865 New
PWC
1670
PYA Waltman Capital
Tennessee
$4.36M +$1.21M +12,243 +31%
SWM
1671
Stockman Wealth Management
Montana
$4.36M +$1.27M +12,883 +33%
CT
1672
Colonial Trust
South Carolina
$4.34M -$185K -1,868 -3%
TCOT
1673
Trust Company of Toledo
Ohio
$4.34M -$239K -2,417 -4%
LC
1674
Legacy CG
Texas
$4.33M +$1.31M +13,270 +35%
MFS
1675
Monetta Financial Services
Illinois
$4.33M -$247K -2,500 -5%