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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
801
Anchor Investment Management
South Carolina
$1.12M -$837K -5,447 -47%
DI
802
DFPG Investments
Utah
$1.12M +$498K +3,243 +108%
CHJWM
803
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.11M -$27.4K -178 -3%
GIA
804
Guyasuta Investment Advisors
Pennsylvania
$1.11M -$58.4K -380 -6%
VWA
805
Visionary Wealth Advisors
Illinois
$1.11M +$129K +841 +16%
ICM
806
IMS Capital Management
Oregon
$1.11M +$400K +2,605 +75%
BWP
807
Bernardo Wealth Planning
Pennsylvania
$1.1M +$185K +1,205 +25%
WAM
808
Wallington Asset Management
Indiana
$1.1M
HT
809
Heritage Trust
Oklahoma
$1.1M +$536K +3,489 +138%
DCM
810
Donaldson Capital Management
Indiana
$1.1M -$225K -1,462 -20%
WCG
811
Weaver Consulting Group
California
$1.1M +$152K +990 +20%
DP
812
Dearborn Partners
Illinois
$1.09M -$18.1K -118 -2%
UAS
813
United Asset Strategies
New York
$1.09M +$275K +1,792 +43%
CIC
814
Carnegie Investment Counsel
Ohio
$1.09M -$68.7K -447 -7%
LWP
815
Legacy Wealth Planning
Nevada
$1.08M -$9.07K -59 -1%
CWM
816
Confluence Wealth Management
Oregon
$1.08M +$27.1K +176 +3%
KWM
817
Kingsview Wealth Management
Oregon
$1.08M +$193K +1,254 +27%
RWB
818
RMR Wealth Builders
New Jersey
$1.08M +$910K +5,919 New
Vanguard Capital Wealth Advisors
819
Vanguard Capital Wealth Advisors
Colorado
$1.08M +$910K +5,921 New
EFS
820
Essex Financial Services
Connecticut
$1.08M +$4.15K +27 +0.5%
WCM
821
Whitener Capital Management
North Carolina
$1.08M +$461 +3 +0.1%
WWM
822
WT Wealth Management
Arizona
$1.07M -$50.4K -328 -5%
RCM
823
RNC Capital Management
California
$1.07M -$1.15M -7,478 -56%
ANRIA
824
American National Registered Investment Advisor
Texas
$1.06M
SCM
825
SOL Capital Management
Maryland
$1.06M +$65.8K +428 +8%