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Name Holding Trade Value Shares
Change
Change in
Stake
OCPWS
1801
One Charles Private Wealth Services
Massachusetts
$380K -$11.7K -91 -3%
CWM
1802
Chesapeake Wealth Management
Virginia
$379K
ACP
1803
Aviance Capital Partners
Florida
$379K -$15.5K -120 -4%
FIM
1804
Fruth Investment Management
Texas
$377K
FNBOSM
1805
First National Bank of South Miami
Florida
$377K -$39K -302 -10%
HR
1806
Howe & Rusling
New York
$377K -$16.1K -125 -4%
DOA
1807
D'Orazio & Associates
Virginia
$375K -$46.1K -357 -11%
SSWM
1808
Smith Salley Wealth Management
North Carolina
$372K -$103K -801 -22%
HCMG
1809
Howard Capital Management Group
California
$369K
WCG
1810
Weaver Consulting Group
California
$369K +$2.71K +21 +0.8%
NAG
1811
Northstar Advisory Group
New Jersey
$369K -$4.78K -37 -1%
BLC
1812
Brown, Lisle/Cummings
Rhode Island
$368K
APWA
1813
Atlas Private Wealth Advisors
New Jersey
$368K +$355K +2,748 New
MAG
1814
MRA Advisory Group
New Jersey
$368K -$28K -217 -7%
BONST
1815
Bank of Nova Scotia Trust
Ontario, Canada
$367K +$12.9K +100 +4%
KWM
1816
KFG Wealth Management
Indiana
$366K
KLCM
1817
KG&L Capital Management
Louisiana
$366K -$22.5K -174 -6%
FBT
1818
First Bankers Trust
Kentucky
$365K -$109K -841 -24%
IAS
1819
IMA Advisory Services
Colorado
$364K
VWA
1820
Visionary Wealth Advisors
Illinois
$364K -$5.68K -44 -2%
XT
1821
XTX Topco
Cayman Islands
$363K +$350K +2,714 New
SCA
1822
Sandy Cove Advisors
Massachusetts
$363K +$350K +2,713 New
WF
1823
Wayfinding Financial
Washington
$362K +$2.32K +18 +0.7%
Eagle Capital Management (New York)
1824
Eagle Capital Management (New York)
New York
$361K
SIM
1825
Stratos Investment Management
Ohio
$361K -$2.71K -21 -0.8%