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Name Holding Trade Value Shares
Change
Change in
Stake
HPWM
2151
Highland Private Wealth Management
Washington
$535K -$442K -3,892 -46%
SCM
2152
SOL Capital Management
Maryland
$535K -$33.5K -295 -6%
AGA
2153
Arkos Global Advisors
Texas
$534K
CC
2154
Cornerstone Capital
California
$533K
TNB
2155
Thomasville National Bank
Georgia
$531K -$315K -2,770 -38%
FBFS
2156
First Business Financial Services
Wisconsin
$531K
GWS
2157
Glassman Wealth Services
Virginia
$528K +$57.4K +505 +13%
EWA
2158
EverSource Wealth Advisors
Alabama
$528K +$511K +4,498 New
SF
2159
SBK Financial
Virginia
$528K +$511K +4,500 New
RIM
2160
Rockbridge Investment Management
New York
$527K +$9.31K +82 +2%
MCWA
2161
Meadow Creek Wealth Advisors
Georgia
$527K +$510K +4,489 New
DHGWA
2162
Dixon Hughes Goodman Wealth Advisors
North Carolina
$525K +$508K +4,474 New
LFG
2163
Larson Financial Group
Missouri
$524K +$350K +3,084 +224%
PIA
2164
Perennial Investment Advisors
California
$523K +$52.7K +464 +12%
RW
2165
RVW Wealth
California
$523K +$111K +978 +28%
APW
2166
Austin Private Wealth
Texas
$522K -$17.4K -153 -3%
CIM
2167
CIM Investment Management
Pennsylvania
$522K -$9.65K -85 -2%
RMSCM
2168
R.M. Sincerbeaux Capital Management
New York
$522K
SDH
2169
Sloy Dahl & Holst
Washington
$522K
VAM
2170
Verity Asset Management
North Carolina
$521K +$29.2K +257 +6%
SAF
2171
Smith Anglin Financial
Texas
$521K +$63.7K +561 +14%
HFAS
2172
Hummer Financial Advisory Services
Illinois
$520K -$60.8K -535 -11%
RPWA
2173
Regent Peak Wealth Advisors
Georgia
$519K +$14.7K +129 +3%
RFN
2174
RDA Financial Network
Iowa
$518K -$6.93K -61 -1%
SAM
2175
Summit Asset Management
Tennessee
$517K +$49.5K +436 +11%