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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1726
Beaumont Financial Advisors
Massachusetts
$572K +$4.03K +10 +0.8%
LWM
1727
LeConte Wealth Management
Tennessee
$571K +$232K +575 +75%
RCM
1728
RB Capital Management
Nevada
$571K -$13.3K -33 -2%
NVIM
1729
New Vernon Investment Management
Illinois
$571K +$540K +1,340 New
SHFA
1730
SS&H Financial Advisors
Michigan
$570K +$539K +1,337 New
EPM
1731
Elm Partners Management
Pennsylvania
$570K +$1.61K +4 +0.3%
KC
1732
Knuff & Co
California
$568K +$355K +880 +194%
TCM
1733
Tufton Capital Management
Maryland
$568K
RIG
1734
Renaissance Investment Group
Massachusetts
$567K +$282K +700 +111%
FNBTCON
1735
First National Bank & Trust Co of Newtown
Pennsylvania
$566K
AWAG
1736
ARS Wealth Advisors Group
Florida
$565K +$6.45K +16 +1%
WA
1737
Wealth Architects
California
$565K -$29K -72 -5%
BWM
1738
BCS Wealth Management
Tennessee
$562K +$68.6K +170 +15%
AFP
1739
Alpha Financial Partners
Kentucky
$561K -$31.5K -78 -6%
CCA
1740
Childress Capital Advisors
Texas
$561K -$124K -307 -19%
RZH
1741
Relyea Zuckerberg Hanson
Connecticut
$561K +$20.6K +51 +4%
KWM
1742
Kassira Wealth Management
Tennessee
$559K +$3.23K +8 +0.6%
KCP
1743
Kera Capital Partners
California
$558K -$50.4K -125 -9%
SNB
1744
Security National Bank
Nebraska
$558K
GA
1745
Goldstein Advisors
Wisconsin
$557K +$127K +316 +32%
FWP
1746
Firethorn Wealth Partners
Georgia
$554K -$403 -1 -0.1%
MCM
1747
McRae Capital Management
New Jersey
$554K
TCM
1748
TruNorth Capital Management
Michigan
$554K
SMBT
1749
Southern Michigan Bank & Trust
Michigan
$553K -$208K -515 -28%
OCM
1750
One Capital Management
California
$552K