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Name Holding Trade Value Shares
Change
Change in
Stake
LWANC
1201
Laurel Wealth Advisors (North Carolina)
North Carolina
$961K +$89K +665 +10%
LRPA
1202
L. Roy Papp & Associates
Arizona
$959K +$40.1K +300 +4%
BG
1203
Bahl & Gaynor
Ohio
$959K -$208K -1,558 -18%
MM
1204
Meridian Management
Arkansas
$958K +$1.47K +11 +0.2%
Capstone Investment Advisors
1205
Capstone Investment Advisors
New York
$958K -$57.8K -432 -6%
KA
1206
Kovack Advisors
Florida
$957K +$29.7K +222 +3%
MCCP
1207
Mission Creek Capital Partners
California
$954K – – –
CTFG
1208
Capstone Triton Financial Group
Oklahoma
$952K +$132K +985 +16%
MMHP
1209
Murphy Middleton Hinkle & Parker
Georgia
$951K +$535 +4 +0.1%
PG
1210
Prostatis Group
Maryland
$951K -$22.6K -169 -2%
ACA
1211
Atlas Capital Advisors
Wyoming
$949K -$909K -6,797 -48%
TWM
1212
Thrive Wealth Management
Pennsylvania
$944K +$39.3K +294 +4%
MCM
1213
Mill Capital Management
North Carolina
$944K – – –
RPC
1214
Rossmore Private Capital
Connecticut
$943K – – –
WF
1215
Warner Financial
Maryland
$941K +$669 +5 +0.1%
VFPI
1216
Vantage Financial Partners (Illinois)
Illinois
$938K -$224K -1,675 -19%
AAIS
1217
ABN AMRO Investment Solutions
$937K +$956K +7,145 New
SFG
1218
Summit Financial Group
West Virginia
$933K +$401 +3 +0%
T
1219
TOBAM
France
$932K -$4.63M -34,574 -83%
PIM
1220
Penobscot Investment Management
Massachusetts
$931K -$134K -1,000 -12%
BCA
1221
Bay Colony Advisors
Massachusetts
$931K -$213K -1,593 -18%
ACM
1222
Ategra Capital Management
Virginia
$927K – – –
VWM
1223
Venturi Wealth Management
Texas
$926K +$148K +1,104 +19%
PG
1224
Patten Group
Tennessee
$925K +$85.9K +642 +10%
MPM
1225
Meritage Portfolio Management
Kansas
$924K +$16.2K +121 +2%