Name Holding Trade Value Shares
Change
Change in
Stake
IPW
1576
Intergy Private Wealth
Colorado
$981K -$35.5K -181 -4%
RDWM
1577
Red Door Wealth Management
Tennessee
$980K -$32.2K -164 -4%
BRM
1578
Boston Research & Management
Massachusetts
$980K – – –
CWA
1579
CJM Wealth Advisers
Virginia
$978K +$50.2K +256 +6%
MPCG
1580
Matrix Private Capital Group
New York
$977K – – –
AWM
1581
Accel Wealth Management
Iowa
$974K -$4.12K -21 -0.5%
ONST
1582
Old North State Trust
North Carolina
$973K +$103K +525 +14%
SIM
1583
Sentry Investment Management
Wisconsin
$972K – – –
HNWAG
1584
High Net Worth Advisory Group
Florida
$971K -$24.5K -125 -3%
BHPW
1585
Beverly Hills Private Wealth
California
$971K -$161K -823 -16%
BFO
1586
Boston Family Office
Massachusetts
$971K -$49K -250 -5%
LSAG
1587
Lake Street Advisors Group
New Hampshire
$970K +$58.2K +297 +7%
CHJWM
1588
Carlton Hofferkamp & Jenks Wealth Management
Texas
$966K – – –
OFG
1589
OmniStar Financial Group
North Carolina
$965K +$46.3K +236 +6%
AA
1590
Argent Advisors
Louisiana
$965K – – –
CCB
1591
Country Club Bank
Missouri
$965K -$87.3K -445 -9%
VCS
1592
Vaughan & Co Securities
New Jersey
$963K -$18.6K -95 -2%
PP
1593
PDS Planning
Ohio
$961K +$83.1K +424 +11%
IIM
1594
InTrack Investment Management
Vermont
$956K +$784 +4 +0.1%
IA
1595
IMZ Advisory
Florida
$952K – – –
PCMI
1596
Paradigm Capital Management Inc
New York
$951K – – –
PFSC
1597
Peoples Financial Services Corp
Pennsylvania
$948K -$18.8K -96 -2%
QC
1598
Quent Capital
New York
$946K +$32.9K +168 +4%
M
1599
MOTCO
Texas
$939K -$70.6K -360 -8%
FHWM
1600
Fox Hill Wealth Management
Massachusetts
$939K +$104K +531 +14%