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Name Holding Trade Value Shares
Change
Change in
Stake
AA
1926
Apriem Advisors
California
$1.83M +$8.57K +82 +0.5%
AA
1927
Alta Advisers
United Kingdom
$1.83M
AWM
1928
Aries Wealth Management
Maine
$1.83M
LC
1929
LCNB Corp
Ohio
$1.83M -$204K -1,950 -11%
RFA
1930
Resurgent Financial Advisors
Georgia
$1.83M +$220K +2,100 +16%
IWP
1931
Insight Wealth Partners
Texas
$1.83M -$31.4K -300 -2%
CWM
1932
Connecticut Wealth Management
Connecticut
$1.82M +$65.8K +629 +4%
CAG
1933
Cypress Advisory Group
Arizona
$1.81M -$1.16M -11,130 -42%
CGPCS
1934
Capital Group Private Client Services
California
$1.81M +$1.61M +15,432 New
RC
1935
Rexford Capital
Texas
$1.81M +$2.3K +22 +0.1%
SB
1936
Sunflower Bank
Texas
$1.81M -$3.14K -30 -0.2%
KMWM
1937
Keudell/Morrison Wealth Management
Oregon
$1.81M +$418 +4 +0%
GA
1938
GraniteShares Advisors
New York
$1.81M +$1.61M +15,418 New
AFTS
1939
American Financial & Tax Strategies
New York
$1.81M -$393K -3,759 -20%
OWA
1940
Outlook Wealth Advisors
Texas
$1.8M -$18K -172 -1%
WIM
1941
Westside Investment Management
California
$1.8M +$105 +1 +0%
HCP
1942
Holt Capital Partners
Texas
$1.79M
FPCP
1943
Fort Point Capital Partners
California
$1.79M +$551K +5,266 +53%
CP
1944
Creekside Partners
California
$1.79M -$23.5K -225 -1%
PWM
1945
Pines Wealth Management
North Carolina
$1.79M -$226K -2,160 -12%
AIM
1946
Allen Investment Management
New York
$1.78M +$7.22K +69 +0.5%
WF
1947
WoodTrust Financial
Wisconsin
$1.78M +$5.12K +49 +0.3%
IFWM
1948
Institute for Wealth Management
Colorado
$1.77M -$310K -2,961 -16%
HAG
1949
HighPoint Advisor Group
Illinois
$1.77M -$2.25M -21,555 -59%
OWA
1950
Opal Wealth Advisors
New York
$1.77M -$284K -2,718 -15%