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Name Holding Trade Value Shares
Change
Change in
Stake
SCG
601
Sonata Capital Group
Washington
$371K -$94K -700 -20%
PWMAG
602
Pinnacle Wealth Management Advisory Group
New Jersey
$370K -$3.22K -24 -0.9%
CWM
603
Confluence Wealth Management
Oregon
$369K +$372K +2,771 New
CA
604
Cambridge Advisors
Nebraska
$367K – – –
IWM
605
IHT Wealth Management
Illinois
$365K -$65.9K -491 -15%
HIC
606
Holderness Investments Company
North Carolina
$357K -$12.8K -95 -3%
FT
607
Fiduciary Trust
Massachusetts
$356K – – –
DAM
608
Diamant Asset Management
Connecticut
$353K – – –
FDCDDQ
609
Federation des caisses Desjardins du Quebec
Quebec, Canada
$350K +$32.2K +240 +10%
SBSB
610
Sullivan, Bruyette, Speros & Blaney
Virginia
$349K -$19.2K -143 -5%
ZIC
611
ZWJ Investment Counsel
Georgia
$349K +$157K +1,170 +81%
CIBC Private Wealth Group
612
CIBC Private Wealth Group
Georgia
$344K +$134 +1 +0%
SCP
613
Syntal Capital Partners
Texas
$342K +$18.1K +135 +6%
WA
614
WBH Advisory
Maryland
$340K -$8.06K -60 -2%
APA
615
American Portfolios Advisors
New York
$337K -$18.4K -137 -5%
BAM
616
Berkshire Asset Management
Pennsylvania
$337K -$124K -922 -27%
GCMG
617
Gyroscope Capital Management Group
Florida
$335K -$11.3K -84 -3%
FWM
618
Frontier Wealth Management
Missouri
$334K -$14.8K -110 -4%
Federated Hermes
619
Federated Hermes
Pennsylvania
$332K -$115K -854 -26%
Jones Financial Companies
620
Jones Financial Companies
Missouri
$329K -$63.5K -473 -16%
BFC
621
Bedel Financial Consulting
Indiana
$329K – – –
SWM
622
SeaCrest Wealth Management
New York
$329K +$7.12K +53 +2%
LFAS
623
Level Four Advisory Services
Texas
$327K +$15.7K +117 +5%
TW
624
Transform Wealth
Colorado
$326K -$151K -1,125 -31%
GEM
625
Global Endowment Management
North Carolina
$326K – – –