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Name Holding Trade Value Shares
Change
Change in
Stake
DAM
1851
Doheny Asset Management
California
$1.1M -$1.66K -20 -0.1%
UBV
1852
United Bank (Virginia)
Virginia
$1.09M +$84.8K +1,020 +8%
JCM
1853
Jacobi Capital Management
Pennsylvania
$1.09M -$59.9K -720 -5%
TI
1854
Truepoint Inc
Ohio
$1.09M +$309K +3,720 +34%
AEPG
1855
American Economic Planning Group
New Jersey
$1.09M +$106K +1,280 +10%
FLI
1856
Family Legacy Inc
South Carolina
$1.09M +$26.6K +320 +2%
PFA
1857
Pure Financial Advisors
California
$1.09M +$39.9K +480 +3%
KM
1858
Kalos Management
Georgia
$1.08M +$161K +1,940 +17%
RI
1859
Ridgewood Investments
New Jersey
$1.08M
CPA
1860
Clear Perspective Advisors
Illinois
$1.07M +$101K +1,220 +9%
TSWM
1861
Triangle Securities Wealth Management
North Carolina
$1.07M +$949K +11,420 +402%
CHAM
1862
Clear Harbor Asset Management
Connecticut
$1.07M +$306K +3,680 +35%
PIP
1863
Peachtree Investment Partners
Florida
$1.07M +$1.18M +14,200 New
BC
1864
Breakline Capital
New York
$1.06M -$5.74M -69,040 -83%
CHA
1865
Carmichael Hill & Associates
Maryland
$1.06M +$118K +1,420 +11%
NHC
1866
Nicholas Hoffman & Company
Georgia
$1.06M -$246K -2,960 -17%
BM
1867
Brandywine Managers
Delaware
$1.06M
FTUS
1868
Flow Traders U.S.
New York
$1.06M +$205K +2,460 +21%
MWA
1869
Martel Wealth Advisors
Washington
$1.06M
CP
1870
Camelot Portfolios
Ohio
$1.05M +$29.9K +360 +3%
TWM
1871
Torch Wealth Management
Ohio
$1.05M +$125K +1,500 +12%
PWMAG
1872
Pinnacle Wealth Management Advisory Group
New Jersey
$1.05M +$474K +5,700 +69%
GFS
1873
GYL Financial Synergies
Connecticut
$1.05M +$1.17M +14,020 New
CCM
1874
Cohen Capital Management
California
$1.05M +$41.6K +500 +4%
ACC
1875
Accident Compensation Corp
New Zealand
$1.05M +$333K +4,000 +40%