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Name Holding Trade Value Shares
Change
Change in
Stake
EGA
1701
E&G Advisors
Texas
$925K
WFA
1702
Wade Financial Advisory
California
$921K +$892K +19,199 New
HPC
1703
Hobart Private Capital
North Carolina
$919K +$520K +11,188 +140%
VCM
1704
Vigilant Capital Management
Maine
$919K +$69.5K +1,495 +8%
PB
1705
Pinnacle Bancorp
Nebraska
$918K -$9.48K -204 -1%
CFA
1706
Cahill Financial Advisors
Minnesota
$916K +$325 +7 +0%
SWP
1707
Strategic Wealth Partners
Ohio
$914K -$423K -9,109 -32%
TNB
1708
Thomasville National Bank
Georgia
$914K +$69.3K +1,490 +8%
CCM
1709
Coldstream Capital Management
Washington
$912K -$2.48M -53,337 -74%
ICM
1710
IMS Capital Management
Oregon
$912K +$17.5K +377 +2%
RBFC
1711
Roman Butler Fullerton & Co
Missouri
$912K +$7.97M +171,371 +916%
CCT
1712
Capital City Trust
Florida
$910K +$93.3K +2,007 +12%
SFG
1713
SNS Financial Group
Minnesota
$903K +$10.7K +230 +1%
AC
1714
Athanor Capital
New York
$902K -$93K -2,000 -10%
RIG
1715
Renaissance Investment Group
Massachusetts
$902K +$79.8K +1,717 +10%
WW
1716
Westshore Wealth
California
$900K +$872K +18,760 New
HWA
1717
Heritage Wealth Advisors
Virginia
$900K +$2.65K +57 +0.3%
RG
1718
Rikoon Group
New Mexico
$895K -$34.1K -733 -4%
RIM
1719
Redwood Investment Management
Arizona
$893K -$3.23M -69,569 -79%
RIA
1720
Regal Investment Advisors
Michigan
$891K +$117K +2,512 +16%
CCWA
1721
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$889K -$243K -5,235 -22%
IEFM
1722
IQ EQ Fund Management
Ireland
$888K -$335K -7,213 -28%
VC
1723
Vicus Capital
Pennsylvania
$888K -$229K -4,937 -21%
BCM
1724
Brooktree Capital Management
Michigan
$887K +$859K +18,491 New
KCM
1725
Kendall Capital Management
Maryland
$884K -$28K -602 -3%