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Name Holding Trade Value Shares
Change
Change in
Stake
CPC
1926
Consolidated Planning Corp
Georgia
$314K -$4.64K -89 -1%
APW
1927
Austin Private Wealth
Texas
$314K +$3.6K +69 +1%
WPC
1928
Wedmont Private Capital
Pennsylvania
$314K +$319K +6,123 New
W
1929
Wealthquest
Ohio
$313K -$65.3K -1,252 -17%
JWM
1930
Jeppson Wealth Management
California
$313K +$91.1K +1,747 +39%
HGERS
1931
Householder Group Estate & Retirement Specialist
Arizona
$313K +$324K +6,226 New
PWM
1932
Prentice Wealth Management
New York
$312K -$7.14K -137 -2%
CAGAS
1933
Capital Advisory Group Advisory Services
Minnesota
$312K +$158K +3,027 +96%
ICG
1934
InterOcean Capital Group
Tennessee
$312K +$323K +6,202 New
MSAM
1935
Moloney Securities Asset Management
Missouri
$311K +$365 +7 +0.1%
OCG
1936
Opus Capital Group
Ohio
$310K – – –
TFA
1937
Triad Financial Advisors
North Carolina
$310K +$321K +6,164 New
MPI
1938
Mairs & Power Inc
Minnesota
$306K +$25.6K +491 +9%
SIG
1939
Sargent Investment Group
Maryland
$305K -$3.7K -71 -1%
SAM
1940
Sompo Asset Management
Japan
$305K +$31.8K +610 +11%
CAM
1941
Campion Asset Management
Virginia
$304K -$195K -3,749 -38%
MA
1942
MJP Associates
Connecticut
$304K -$4.59K -88 -1%
CWM
1943
Centric Wealth Management
Illinois
$304K -$1.67K -32 -0.5%
EA
1944
Echo45 Advisors
California
$304K +$315K +6,044 New
AP
1945
Atwood & Palmer
Missouri
$303K – – –
AIC
1946
Argus Investors Counsel
New York
$303K +$34.9K +670 +13%
I2I
1947
Insight 2811 Inc
Illinois
$302K -$1.56K -30 -0.5%
SAM
1948
Shikiar Asset Management
New York
$302K – – –
SCA
1949
St. Clair Advisors
Ohio
$302K -$76K -1,459 -20%
BWM
1950
BT Wealth Management
Georgia
$301K +$12.1K +232 +4%