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Name Holding Trade Value Shares
Change
Change in
Stake
RDWM
1576
Red Door Wealth Management
Tennessee
$980K -$32.2K -164 -4%
BRM
1577
Boston Research & Management
Massachusetts
$980K
CWA
1578
CJM Wealth Advisers
Virginia
$978K +$50.2K +256 +6%
MPCG
1579
Matrix Private Capital Group
New York
$977K
AWM
1580
Accel Wealth Management
Iowa
$974K -$4.12K -21 -0.5%
ONST
1581
Old North State Trust
North Carolina
$973K +$103K +525 +14%
SIM
1582
Sentry Investment Management
Wisconsin
$972K
HNWAG
1583
High Net Worth Advisory Group
Florida
$971K -$24.5K -125 -3%
BHPW
1584
Beverly Hills Private Wealth
California
$971K -$161K -823 -16%
BFO
1585
Boston Family Office
Massachusetts
$971K -$49K -250 -5%
LSAG
1586
Lake Street Advisors Group
New Hampshire
$970K +$58.2K +297 +7%
CHJWM
1587
Carlton Hofferkamp & Jenks Wealth Management
Texas
$966K
OFG
1588
OmniStar Financial Group
North Carolina
$965K +$46.3K +236 +6%
AA
1589
Argent Advisors
Louisiana
$965K
CCB
1590
Country Club Bank
Missouri
$965K -$87.3K -445 -9%
VCS
1591
Vaughan & Co Securities
New Jersey
$963K -$18.6K -95 -2%
PP
1592
PDS Planning
Ohio
$961K +$83.1K +424 +11%
IIM
1593
InTrack Investment Management
Vermont
$956K +$784 +4 +0.1%
IA
1594
IMZ Advisory
Florida
$952K
PCMI
1595
Paradigm Capital Management Inc
New York
$951K
PFSC
1596
Peoples Financial Services Corp
Pennsylvania
$948K -$18.8K -96 -2%
QC
1597
Quent Capital
New York
$946K +$32.9K +168 +4%
M
1598
MOTCO
Texas
$939K -$70.6K -360 -8%
FHWM
1599
Fox Hill Wealth Management
Massachusetts
$939K +$104K +531 +14%
CWM
1600
Cranbrook Wealth Management
Michigan
$936K -$4.71K -24 -0.6%