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Name Holding Trade Value Shares
Change
Change in
Stake
CA
1626
Calton & Associates
Florida
$944K -$30.3K -647 -3%
KPW
1627
Kore Private Wealth
New York
$940K +$938K +20,026 New
DWM
1628
Destination Wealth Management
California
$939K +$51.9K +1,108 +6%
ZIC
1629
ZWJ Investment Counsel
Georgia
$932K +$82.5K +1,763 +10%
CHJWM
1630
Carlton Hofferkamp & Jenks Wealth Management
Texas
$931K +$55.6K +1,188 +6%
TA
1631
TFG Advisers
Michigan
$931K +$930K +19,858 New
KTM
1632
Keeler Thomas Management
Utah
$930K +$289K +6,175 +45%
EIA
1633
Edgemoor Investment Advisors
Maryland
$929K -$16.4K -350 -2%
PMG
1634
ProVise Management Group
Florida
$925K +$535K +11,430 +138%
FBC
1635
Fairfield, Bush & Co
Connecticut
$924K -$1.54K -33 -0.2%
MHS
1636
M Holdings Securities
Oregon
$923K +$50.2K +1,073 +6%
FF
1637
Fluent Financial
Texas
$923K +$121K +2,590 +15%
Jones Financial Companies
1638
Jones Financial Companies
Missouri
$919K +$31.4K +670 +4%
BIM
1639
Baldwin Investment Management
Pennsylvania
$918K +$129K +2,750 +16%
ITIM
1640
Indiana Trust & Investment Management
Indiana
$916K +$7.72K +165 +0.9%
IAM
1641
ICM Asset Management
Washington
$913K -$11.9K -255 -1%
BFA
1642
Beaumont Financial Advisors
Massachusetts
$913K +$2.34K +50 +0.3%
PA
1643
PFG Advisors
Arizona
$910K +$852K +18,194 New
BC
1644
Banced Corp
Illinois
$909K -$419K -8,940 -32%
RC
1645
Roundview Capital
New Jersey
$908K +$328K +7,005 +57%
CASB
1646
Cape Ann Savings Bank
Massachusetts
$906K -$60.9K -1,300 -7%
CPC
1647
Congress Park Capital
New York
$904K -$15.2K -324 -2%
CHA
1648
Carmichael Hill & Associates
Maryland
$901K +$5.99K +128 +0.7%
OWA
1649
Outlook Wealth Advisors
Texas
$901K +$899K +19,200 New
VCP
1650
Vista Capital Partners
Oregon
$899K -$576K -12,311 -39%