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Name Holding Trade Value Shares
Change
Change in
Stake
MCC
601
Malaga Cove Capital
California
$2.27M +$112K +117 +6%
AWM
602
Avitas Wealth Management
California
$2.25M -$22.1K -23 -1%
LAI
603
Legal Advantage Investments
California
$2.25M +$361K +375 +21%
WOC
604
West Oak Capital
California
$2.25M +$590K +614 +39%
OIC
605
Orion Investment Company
Missouri
$2.25M +$2.12M +2,201 New
WBG
606
Wharton Business Group
Pennsylvania
$2.25M -$365K -380 -15%
VWM
607
Venturi Wealth Management
Texas
$2.24M +$210K +218 +11%
BHB
608
Bank Hapoalim BM
Israel
$2.24M -$724K -753 -26%
IWC
609
Integrated Wealth Concepts
Massachusetts
$2.23M -$129K -134 -6%
LMIM
610
Lockheed Martin Investment Management
Maryland
$2.21M -$144K -150 -6%
FFM
611
Forum Financial Management
Illinois
$2.21M
PS
612
Principal Securities
Iowa
$2.18M +$282K +293 +16%
Jones Financial Companies
613
Jones Financial Companies
Missouri
$2.17M +$1.62M +1,683 +383%
RWB
614
RMR Wealth Builders
New Jersey
$2.16M +$11.5K +12 +0.6%
KeyBank National Association
615
KeyBank National Association
Ohio
$2.15M +$286K +297 +16%
KC
616
Kingfisher Capital
North Carolina
$2.15M +$25K +26 +1%
ECM
617
Evergreen Capital Management
Washington
$2.15M -$18.3K -19 -0.9%
HWM
618
HB Wealth Management
Georgia
$2.14M +$225K +234 +13%
PIM
619
Penobscot Investment Management
Massachusetts
$2.14M +$159K +165 +9%
LIM
620
Leavell Investment Management
Alabama
$2.13M +$271K +282 +16%
PFS
621
Prospera Financial Services
Texas
$2.11M -$707K -735 -26%
TPW
622
Transatlantique Private Wealth
New York
$2.11M +$18.3K +19 +0.9%
TFCM
623
Taylor Frigon Capital Management
Arizona
$2.1M -$535K -556 -21%
MLA
624
My Legacy Advisors
Oregon
$2.1M +$4.81K +5 +0.2%
CSPIA
625
Cary Street Partners Investment Advisory
Virginia
$2.08M +$565K +588 +41%