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Name Holding Trade Value Shares
Change
Change in
Stake
CBB
1926
Citizens Business Bank
California
$5.11M -$195K -1,220 -4%
PFWA
1927
Paces Ferry Wealth Advisors
Georgia
$5.1M +$92.6K +580 +2%
6M
1928
6 Meridian
Kansas
$5.09M -$19.1K -120 -0.4%
GSEP
1929
Golden State Equity Partners
California
$5.09M +$4.99M +31,280 New
WP
1930
WealthSource Partners
California
$5.09M -$51.1K -320 -1%
PAM
1931
Pegasus Asset Management
New York
$5.08M +$38.3K +240 +0.8%
WA
1932
Wealth Alliance
New York
$5.08M +$227K +1,420 +5%
OC
1933
Oakworth Capital
Alabama
$5.08M
BAM
1934
Brave Asset Management
New Jersey
$5.08M +$383K +2,400 +8%
WA
1935
WP Advisors
California
$5.08M +$3.96M +24,840 +392%
PA
1936
PFG Advisors
Arizona
$5.08M -$95.7K -600 -2%
IC
1937
Iconiq Capital
California
$5.08M
PWMAG
1938
Pinnacle Wealth Management Advisory Group
New Jersey
$5.07M +$1.36M +8,500 +38%
BWM
1939
BerganKDV Wealth Management
Minnesota
$5.06M +$230K +1,440 +5%
FCIM
1940
Fairview Capital Investment Management
California
$5.06M +$629K +3,940 +15%
CWA
1941
Choice Wealth Advisors
Maine
$5.05M +$4.95M +31,000 New
RM
1942
Resource Management
Louisiana
$5.04M -$284K -1,780 -5%
GC
1943
Grace Capital
Massachusetts
$5.04M +$833K +5,220 +20%
BTWM
1944
Baker Tilly Wealth Management
Wisconsin
$5.04M +$4.94M +30,940 New
MS
1945
Maven Securities
Jersey
$5.02M +$3.44M +21,580 +240%
SCM
1946
Sterneck Capital Management
Missouri
$5.02M +$1.6M +10,000 +48%
CBN
1947
Cadence Bank NA
Texas
$4.99M -$98.9K -620 -2%
PWW
1948
Pettyjohn Wood & White
Virginia
$4.98M +$424K +2,660 +10%
GIM
1949
Grassi Investment Management
California
$4.98M +$559K +3,500 +13%
EW
1950
Evoke Wealth
California
$4.98M +$1.21M +7,580 +33%