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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1926
Capital Advantage
California
$1.28M +$1.37M +14,780 New
PIP
1927
Peachtree Investment Partners
Florida
$1.28M -$232K -2,500 -15%
FCCM
1928
First City Capital Management
Georgia
$1.27M +$1.36M +14,640 New
LA
1929
Legacy Advisors
Pennsylvania
$1.27M -$466K -5,020 -26%
DMC
1930
Drexel Morgan & Co
Pennsylvania
$1.27M -$100K -1,080 -7%
WA
1931
WBH Advisory
Maryland
$1.27M -$185K -2,000 -12%
RTS
1932
Round Table Services
New Jersey
$1.27M
PW
1933
Price Wealth
Texas
$1.26M +$217K +2,340 +19%
CSA
1934
Cottage Street Advisors
Massachusetts
$1.26M +$556K +6,000 +70%
CBA
1935
Coastal Bridge Advisors
Connecticut
$1.26M -$204K -2,200 -13%
FMTCOCP
1936
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.26M +$81.6K +880 +6%
CCM
1937
Carlson Capital Management
Minnesota
$1.26M +$5.56K +60 +0.4%
CWM
1938
Chesapeake Wealth Management
Virginia
$1.25M +$90.9K +980 +7%
CWM
1939
Centric Wealth Management
Illinois
$1.25M +$141K +1,520 +12%
CAGAS
1940
Capital Advisory Group Advisory Services
Minnesota
$1.25M -$152K -1,640 -10%
BWM
1941
Baystate Wealth Management
Massachusetts
$1.24M +$35.2K +380 +3%
DAM
1942
Delta Asset Management
Tennessee
$1.24M +$198K +2,140 +18%
SRC
1943
Shufro Rose & Co
New York
$1.24M +$408K +4,400 +44%
RCM
1944
RNC Capital Management
California
$1.24M +$48.2K +520 +4%
LWANC
1945
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.24M +$174K +1,880 +15%
SRC
1946
Sage Rhino Capital
California
$1.23M +$5.56K +60 +0.4%
KMWM
1947
Keudell/Morrison Wealth Management
Oregon
$1.23M
BM
1948
Brandywine Managers
Delaware
$1.22M
MWA
1949
Martel Wealth Advisors
Washington
$1.22M
KP
1950
Keel Point
Alabama
$1.22M +$35.2K +380 +3%