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Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
2276
Worth Financial Advisory Group
North Carolina
$3.58M +$36.5K +320 +1%
EGA
2277
E&G Advisors
Texas
$3.58M +$5.71K +50 +0.2%
HCA
2278
Harbor Capital Advisors
Illinois
$3.57M -$929K -8,134 -23%
CWM
2279
Cordatus Wealth Management
Pennsylvania
$3.57M +$3.13M +27,367 New
BFW
2280
Brady Family Wealth
Missouri
$3.56M +$89.6K +785 +3%
SWP
2281
Semus Wealth Partners
Florida
$3.56M +$14.2K +124 +0.5%
BG
2282
Bahl & Gaynor
Ohio
$3.55M +$83.1K +728 +3%
LF
2283
Lantz Financial
Illinois
$3.55M +$130K +1,140 +4%
MFG
2284
MidWestOne Financial Group
Iowa
$3.54M +$562K +4,921 +22%
WA1
2285
Wimmer Associates 1
California
$3.53M
TCPG
2286
Trivant Custom Portfolio Group
California
$3.53M +$228K +1,997 +8%
SAM
2287
Secure Asset Management
Michigan
$3.53M +$941K +8,238 +44%
NWMG
2288
National Wealth Management Group
Ohio
$3.53M +$1.1M +9,630 +62%
OPTFSNA
2289
Old Point Trust & Financial Services N A
Virginia
$3.52M +$180K +1,580 +6%
ACG
2290
Allen Capital Group
Nebraska
$3.52M -$55.5K -486 -2%
RA
2291
RiverPark Advisors
New York
$3.5M -$681K -5,965 -18%
WSC
2292
Wellington Shields & Co
New York
$3.5M -$189K -1,651 -6%
OFG
2293
Oxford Financial Group
Indiana
$3.5M +$1.09M +9,522 +55%
MIG
2294
McGuire Investment Group
Rhode Island
$3.48M +$155K +1,358 +5%
EGVF
2295
ESA Global Value Fund
Cayman Islands
$3.48M -$15.5M -135,800 -84%
AWCI
2296
Alpine Woods Capital Investors
New York
$3.46M +$665K +5,824 +28%
HDIM
2297
Hanson & Doremus Investment Management
Vermont
$3.46M +$217K +1,898 +8%
SIC
2298
Sterling Investment Counsel
New York
$3.46M +$62.4K +546 +2%
TWM
2299
Tolleson Wealth Management
Texas
$3.45M +$2.57M +22,534 +569%
WIA
2300
Westbourne Investment Advisors
Maryland
$3.45M +$126K +1,104 +4%