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Name Holding Trade Value Shares
Change
Change in
Stake
AWC
1676
Abundance Wealth Counselors
Pennsylvania
$612K +$403K +2,030 New
BWM
1677
Bullock Wealth Management
Indiana
$611K +$265K +1,335 +139%
CIAS
1678
CFS Investment Advisory Services
New Jersey
$611K +$4.57K +23 +0.9%
BHC
1679
Bull Harbor Capital
Maryland
$610K +$43.9K +221 +12%
DLA
1680
Douglas Lane & Associates
New York
$609K +$29.4K +148 +8%
MHC
1681
May Hill Capital
Massachusetts
$609K +$80.8K +407 +25%
RYIA
1682
Roehl & Yi Investment Advisors
Oregon
$609K -$187K -943 -32%
WCM
1683
Warburton Capital Management
Oklahoma
$608K -$6.55K -33 -2%
VFG
1684
Victory Financial Group
Texas
$608K +$58.6K +295 +17%
PCM
1685
Parsons Capital Management
Rhode Island
$605K -$48.6K -245 -11%
XF
1686
XML Financial
Maryland
$605K +$44.7K +225 +13%
BAM
1687
Boyar Asset Management
New York
$603K -$129K -650 -25%
DWML
1688
Decker Wealth Management LLC
Tennessee
$603K – – –
SC
1689
Searle & Co
Connecticut
$603K +$397K +2,000 New
LSV Asset Management
1690
LSV Asset Management
Illinois
$603K – – –
CWA
1691
Consilio Wealth Advisors
Washington
$601K +$6.35K +32 +2%
WBC
1692
West Branch Capital
Massachusetts
$600K +$115K +578 +41%
RT
1693
Rockland Trust
Massachusetts
$599K -$68.3K -344 -15%
VW
1694
Vantus Wealth
Pennsylvania
$597K +$393K +1,980 New
AAMC
1695
Asset Allocation & Management Company
Illinois
$597K -$453K -2,280 -54%
ZBNA
1696
Zions Bancorporation, National Association
Utah
$596K -$70.7K -356 -15%
CIC
1697
Carnegie Investment Counsel
Ohio
$594K -$129K -650 -25%
PSP
1698
Principal Street Partners
Tennessee
$594K – – –
LWPC
1699
Legacy Wealth Partners (Colorado)
Colorado
$592K -$27.4K -138 -7%
MNBTD
1700
Moody National Bank Trust Division
Texas
$591K – – –