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Name Holding Trade Value Shares
Change
Change in
Stake
TW
776
Trajan Wealth
Arizona
$4.77M -$1.77M -7,243 -27%
WP
777
Westmount Partners
California
$4.75M -$71.7K -293 -2%
ZF
778
Zhang Financial
Michigan
$4.75M +$252K +1,032 +6%
RWMG
779
Redwood Wealth Management Group
New Jersey
$4.73M -$62.1K -254 -1%
WAP
780
Wealthcare Advisory Partners
Pennsylvania
$4.73M +$103K +422 +2%
BC
781
Burney Company
Virginia
$4.71M +$74.6K +305 +2%
VCA
782
Verdence Capital Advisors
Maryland
$4.69M +$26.9K +110 +0.6%
SFI
783
SPC Financial Inc
Maryland
$4.69M +$147K +600 +3%
ST
784
Smithfield Trust
Pennsylvania
$4.68M
AWA
785
Arete Wealth Advisors
Illinois
$4.68M +$1.09M +4,441 +31%
VWM
786
Valley Wealth Managers
New Jersey
$4.66M -$639K -2,611 -12%
FRA
787
Frank Rimerman Advisors
California
$4.65M +$43.3K +177 +1%
CAM
788
Carret Asset Management
New York
$4.65M
NWM
789
Northcape Wealth Management
New York
$4.63M -$340K -1,392 -7%
AIA
790
AIMZ Investment Advisors
California
$4.61M -$8.56K -35 -0.2%
NNPTE
791
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$4.61M +$4.53M +18,533 New
TAIM
792
Te Ahumairangi Investment Management
New Zealand
$4.61M -$737K -3,015 -14%
SWMG
793
Signature Wealth Management Group
Georgia
$4.6M -$395K -1,613 -8%
CFG
794
Citizens Financial Group
Rhode Island
$4.59M +$735K +3,003 +19%
PCTC
795
Perkins Coie Trust Company
Washington
$4.59M -$116K -475 -3%
MA
796
Montag & Associates
Georgia
$4.58M -$15.4K -63 -0.3%
ARC
797
Advisor Resource Council
Texas
$4.57M +$4.79M +19,574 New
WSCM
798
Wellington Shields Capital Management
New York
$4.57M -$80.3M -328,295 -95%
HTC
799
Haverford Trust Company
Pennsylvania
$4.55M -$87.3K -357 -2%
GI
800
GAMCO Investors
Connecticut
$4.55M -$195K -798 -4%