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Name Holding Trade Value Shares
Change
Change in
Stake
CAGAS
2251
Capital Advisory Group Advisory Services
Minnesota
$2.16M +$254K +2,100 +15%
GA
2252
Geller Advisors
New York
$2.16M +$672K +5,560 +55%
PA
2253
Paragon Advisors
Texas
$2.15M +$370K +3,060 +24%
BHTS
2254
Bar Harbor Trust Services
Maine
$2.14M +$258K +2,140 +16%
W
2255
Wealthquest
Ohio
$2.14M +$1.88M +15,540 New
SDWIA
2256
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.14M -$79.7K -660 -5%
NPF
2257
Norris Perne & French
Michigan
$2.13M +$45.9K +380 +3%
CP
2258
Camelot Portfolios
Ohio
$2.13M -$14.5K -120 -0.8%
CCM
2259
Carlson Capital Management
Minnesota
$2.13M +$31.4K +260 +2%
CHA
2260
Carmichael Hill & Associates
Maryland
$2.13M +$19.3K +160 +1%
TCBWMS
2261
Texas Capital Bank Wealth Management Services
Texas
$2.12M -$172K -1,420 -8%
MFG
2262
Menard Financial Group
Texas
$2.12M +$1.07M +8,840 +136%
JCM
2263
Jacobi Capital Management
Pennsylvania
$2.1M +$483K +4,000 +36%
LWM
2264
Lenox Wealth Management
Ohio
$2.1M -$123K -1,020 -6%
VC
2265
Veracity Capital
Georgia
$2.1M -$3.23M -26,760 -64%
AC
2266
Addison Capital
Pennsylvania
$2.1M -$24.2K -200 -1%
JF
2267
JSF Financial
California
$2.09M +$99K +820 +6%
CT
2268
Columbia Trust
Oregon
$2.09M +$36.2K +300 +2%
HHAA
2269
Henry H. Armstrong Associates
Pennsylvania
$2.09M -$36.2K -300 -2%
WP
2270
WealthShield Partners
North Carolina
$2.09M +$389K +3,220 +27%
SHA
2271
Seneca House Advisors
Virginia
$2.08M -$36.2K -300 -2%
AIM
2272
Acropolis Investment Management
Missouri
$2.08M -$21.7K -180 -1%
DMC
2273
Drexel Morgan & Co
Pennsylvania
$2.07M
MFW
2274
Mosaic Family Wealth
Missouri
$2.07M +$121K +1,000 +7%
LMAM
2275
Legg Mason Asset Management
Japan
$2.07M