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Name Holding Trade Value Shares
Change
Change in
Stake
PCS
1501
Personal CFO Solutions
New Jersey
$1.95M +$19.3K +117 +0.9%
NCM
1502
Neumann Capital Management
California
$1.94M -$76K -460 -3%
TC
1503
Titleist Capital
Texas
$1.94M -$58.5K -354 -3%
CAGAS
1504
Capital Advisory Group Advisory Services
Minnesota
$1.93M -$2.48K -15 -0.1%
FWM
1505
Foresight Wealth Management
Utah
$1.93M -$55.9K -338 -2%
GC
1506
Gratus Capital
Georgia
$1.93M +$367K +2,223 +20%
GSB
1507
Greenfield Savings Bank
Massachusetts
$1.92M +$2.19M +13,264 New
MWM
1508
Madison Wealth Management
Ohio
$1.92M +$93.6K +566 +4%
BIM
1509
Baldwin Investment Management
Pennsylvania
$1.91M -$111K -674 -5%
PPWP
1510
Proquility Private Wealth Partners
Nevada
$1.91M -$5.95K -36 -0.3%
NP
1511
NorthRock Partners
Minnesota
$1.9M +$159K +961 +8%
SSI
1512
Scott & Selber Inc
Texas
$1.9M -$33.1K -200 -1%
HCM
1513
Hollencrest Capital Management
California
$1.9M -$3.47K -21 -0.2%
GWCM
1514
Godshalk Welsh Capital Management
Pennsylvania
$1.9M -$12.4K -75 -0.6%
NC
1515
NovaPoint Capital
Georgia
$1.89M -$75.7K -458 -3%
HAM
1516
Hedges Asset Management
Nevada
$1.89M -$363K -2,198 -14%
SFG
1517
Summit Financial Group
West Virginia
$1.89M – – –
LIM
1518
Longfellow Investment Management
Massachusetts
$1.88M – – –
AGP
1519
Autumn Glory Partners
Texas
$1.88M +$581K +3,513 +37%
BTWM
1520
Baker Tilly Wealth Management
Wisconsin
$1.88M -$66.5K -402 -3%
BP
1521
BBR Partners
New York
$1.87M +$90.9K +550 +4%
IA
1522
IFG Advisory
Georgia
$1.87M -$36.4K -220 -2%
MMA
1523
Miracle Mile Advisors
California
$1.86M +$144K +873 +7%
AIM
1524
Aspen Investment Management
Michigan
$1.85M +$71.9K +435 +4%
LSA
1525
Leonteq Securities AG
Switzerland
$1.85M +$951K +5,751 +82%