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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
2201
Cadent Capital Advisors
Oklahoma
$858K -$204K -1,371 -19%
JWM
2202
JGP Wealth Management
Oregon
$858K -$16.2K -109 -2%
WFA
2203
WestHill Financial Advisors
California
$857K -$6.4K -43 -0.7%
DBRC
2204
D.B. Root & Company
Pennsylvania
$857K -$252K -1,696 -23%
SCP
2205
Silverleafe Capital Partners
Tennessee
$856K +$1.04K +7 +0.1%
EIA
2206
Edgemoor Investment Advisors
Maryland
$855K -$38.6K -259 -4%
BWCS
2207
Beirne Wealth Consulting Services
Connecticut
$855K – – –
GCM
2208
Goldstream Capital Management
Hong Kong
$853K +$862K +5,793 New
GWM
2209
Gray Wealth Management
Maine
$853K +$43.5K +292 +5%
SGI
2210
Summit Global Investments
Utah
$852K +$178K +1,197 +26%
FGA
2211
Fortis Group Advisors
New Jersey
$848K -$273K -1,832 -24%
Savvy Advisors Inc
2212
Savvy Advisors Inc
New York
$848K +$237K +1,591 +38%
SAM
2213
Smithbridge Asset Management
Pennsylvania
$847K – – –
PWM
2214
PBMares Wealth Management
Virginia
$845K +$3.27K +22 +0.4%
TF
2215
Trek Financial
Arizona
$844K -$33.2K -223 -4%
EFG
2216
Ethos Financial Group
Pennsylvania
$843K -$60.6K -407 -7%
JAFL
2217
Jay A. Fishman Ltd
Michigan
$843K -$592K -3,975 -41%
SFP
2218
Sandbox Financial Partners
Maryland
$842K -$24.1K -162 -3%
VC
2219
Vicus Capital
Pennsylvania
$841K -$317K -2,131 -27%
NWAG
2220
Net Worth Advisory Group
Utah
$841K +$850K +5,709 New
TCBWMS
2221
Texas Capital Bank Wealth Management Services
Texas
$841K +$397K +2,667 +88%
C
2222
CEDRUS
Colorado
$839K +$124K +833 +17%
FAT
2223
First American Trust
California
$839K -$152K -1,018 -15%
IIC
2224
Integrated Investment Consultants
Michigan
$836K +$2.62M +17,593 +296%
PPC
2225
Park Place Capital
Alabama
$835K +$447 +3 +0.1%