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Name Holding Trade Value Shares
Change
Change in
Stake
VWA
2051
VSM Wealth Advisory
Maryland
$770K +$524 +2 +0.1%
BC
2052
Barrett & Company
Rhode Island
$770K +$1.05K +4 +0.1%
LIM
2053
Loudon Investment Management
New Hampshire
$770K -$316K -1,208 -31%
RFA
2054
Reyes Financial Architecture
California
$767K -$104K -398 -13%
MWM
2055
Mindset Wealth Management
Indiana
$766K -$5.76K -22 -0.8%
CBT
2056
Central Bank & Trust
Kentucky
$766K +$197K +753 +38%
PHS
2057
Pekin Hardy Strauss
Illinois
$764K -$51K -195 -7%
ACM
2058
Atika Capital Management
New York
$764K +$709K +2,708 New
LP
2059
LGL Partners
Pennsylvania
$762K +$4.45K +17 +0.6%
Eagle Capital Management (New York)
2060
Eagle Capital Management (New York)
New York
$762K
BTWM
2061
Baker Tilly Wealth Management
Wisconsin
$761K +$350K +1,337 +98%
QPBE
2062
Quintet Private Bank (Europe)
Luxembourg
$760K
HWM
2063
Hemington Wealth Management
Virginia
$760K +$20.7K +79 +3%
GWM
2064
Gitterman Wealth Management
New Jersey
$760K +$163K +623 +30%
HWM
2065
Horizon Wealth Management
Illinois
$760K +$23.8K +91 +3%
CIC
2066
Chase Investment Counsel
Virginia
$757K +$703K +2,684 New
EAM
2067
Evanson Asset Management
California
$756K +$1.05K +4 +0.1%
SOAMC
2068
Spirit of America Management Corp
New York
$753K
DAM
2069
Doheny Asset Management
California
$752K
OC
2070
Oakworth Capital
Alabama
$752K
AWA
2071
Alta Wealth Advisors
Massachusetts
$752K +$262K +1,000 +60%
CFS
2072
Commonwealth Financial Services
West Virginia
$751K +$12K +46 +2%
CIA
2073
Cohen Investment Advisors
New Hampshire
$751K -$36.6K -140 -5%
MGAM
2074
McGowan Group Asset Management
Texas
$750K +$31.4K +120 +5%
BFG
2075
Baron Financial Group
New Jersey
$750K -$25.4K -97 -4%