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Name Holding Trade Value Shares
Change
Change in
Stake
BW
1051
BIP Wealth
Georgia
$2.18M +$134K +333 +7%
TAFW
1052
Tred Avon Family Wealth
Maryland
$2.18M -$208K -517 -9%
KA
1053
Kovack Advisors
Florida
$2.18M -$2.37M -5,870 -53%
PFS
1054
Physicians Financial Services
North Carolina
$2.18M -$10.1K -25 -0.5%
WG
1055
Wealth Group
North Carolina
$2.18M +$1.23M +3,052 +149%
WWM
1056
Waterway Wealth Management
Texas
$2.16M -$88.7K -220 -4%
FMTCOCP
1057
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.15M -$41.5K -103 -2%
CIM
1058
Cambria Investment Management
California
$2.14M +$836K +2,074 +70%
MBT
1059
Montecito Bank & Trust
California
$2.13M -$186K -460 -8%
OBWG
1060
Onyx Bridge Wealth Group
New York
$2.13M +$207K +513 +11%
PNFS
1061
PW Nova Financial Services
Pennsylvania
$2.13M +$197K +489 +11%
PBT
1062
Pictet Bank & Trust
Bahamas
$2.13M -$63.7K -158 -3%
TAM
1063
Tealwood Asset Management
Minnesota
$2.12M -$13.3K -33 -0.7%
CIC
1064
Crawford Investment Counsel
Georgia
$2.12M -$6.86K -17 -0.3%
GWM
1065
Geneos Wealth Management
Colorado
$2.12M +$62.1K +154 +3%
MCA
1066
Magnolia Capital Advisors
Mississippi
$2.12M -$75K -186 -4%
MIM
1067
MTM Investment Management
South Carolina
$2.12M +$3.63K +9 +0.2%
HW
1068
HORAN Wealth
Ohio
$2.11M -$60.1K -149 -3%
NCM
1069
NCM Capital Management
New Jersey
$2.1M -$10.1K -25 -0.5%
SW
1070
SteelPeak Wealth
California
$2.08M +$1.1M +2,734 +128%
FFA
1071
Founders Financial Alliance
North Carolina
$2.06M -$779K -1,931 -29%
MCM
1072
Mengis Capital Management
Oregon
$2.06M -$4.03K -10 -0.2%
ADL
1073
Asset Dedication LLC
California
$2.06M +$4.84K +12 +0.2%
PP
1074
Patron Partners
Texas
$2.05M +$198K +490 +11%
FB
1075
First Bancorp
Maine
$2.05M -$8.06K -20 -0.4%