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Name Holding Trade Value Shares
Change
Change in
Stake
HIC
2051
Harvey Investment Company
Kentucky
$535K -$9.47K -100 -2%
DWM
2052
Drive Wealth Management
Utah
$532K -$122K -1,285 -18%
WSCM
2053
Wellington Shields Capital Management
New York
$532K -$12.5K -132 -2%
PFG
2054
Prosperity Financial Group
California
$531K +$58.9K +622 +12%
FZCM
2055
Flynn Zito Capital Management
New York
$530K +$18.9K +200 +3%
PCS
2056
Personal CFO Solutions
New Jersey
$530K +$121K +1,275 +27%
CWA
2057
Consilium Wealth Advisory
Texas
$530K +$39.5K +417 +8%
CWM
2058
Centurion Wealth Management
Virginia
$529K +$189 +2 +0%
CIC
2059
Crawford Investment Counsel
Georgia
$528K
GWA
2060
GGM Wealth Advisors
Maryland
$528K +$559K +5,903 New
SL
2061
Sentry LLC
Tennessee
$528K
FCA
2062
FLC Capital Advisors
California
$527K -$101K -1,067 -15%
RSA
2063
River Street Advisors
Illinois
$527K -$13.6K -144 -2%
AWG
2064
Altus Wealth Group
Colorado
$526K -$16.4K -173 -3%
AI
2065
ArchPoint Investors
Florida
$525K -$7.58K -80 -1%
BEC
2066
Blue Edge Capital
Virginia
$525K -$19.8K -209 -3%
PFC
2067
Phocas Financial Corp
California
$524K -$18.9K -200 -3%
KIC
2068
Kensington Investment Counsel
California
$524K -$81.6K -861 -13%
FAG
2069
Fortitude Advisory Group
Washington
$523K -$158K -1,665 -22%
ET
2070
Equitable Trust
Tennessee
$523K +$3.6K +38 +0.7%
USB
2071
Union Savings Bank
Connecticut
$522K +$557K +5,876 New
GA
2072
Geller Advisors
New York
$522K +$227K +2,401 +70%
MTWM
2073
Masso Torrence Wealth Management
New Jersey
$522K +$195K +2,060 +54%
CBTWT
2074
Community Bank & Trust (Waco, Texas)
Texas
$521K -$144K -1,520 -21%
TIA
2075
Tiemann Investment Advisors
California
$521K -$10.1K -107 -2%