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Name Holding Trade Value Shares
Change 		Change in
Stake
GA
926
GoalVest Advisory
New York
$553K -$86.2K -276 -12%
ACM
927
AlphaStar Capital Management
North Carolina
$548K +$7.5K +24 +1%
UC
928
Unio Capital
New Jersey
$542K -$93.7K -300 -14%
P
929
Pitcairn
Pennsylvania
$541K -$54.7K -175 -9%
BMC
930
Beaton Management Company
Massachusetts
$539K – – –
WAAG
931
Wealth Alliance Advisory Group
Kansas
$533K +$72.2K +231 +14%
CCM
932
Cohen Capital Management
California
$532K – – –
CIC
933
Carnegie Investment Counsel
Ohio
$527K +$34.7K +111 +6%
BTI
934
Blue Trust Inc
Georgia
$527K +$515K +1,648 New
HIC
935
Holderness Investments Company
North Carolina
$525K -$16.9K -54 -3%
EFS
936
Essex Financial Services
Connecticut
$524K -$50.3K -161 -8%
WMA
937
Wealth Management Associates
New Jersey
$516K – – –
SB
938
Strategic Blueprint
Georgia
$514K +$182K +583 +48%
IAMOG
939
Investors Asset Management of Georgia
Georgia
$513K -$47.2K -151 -8%
CWM
940
Chesapeake Wealth Management
Virginia
$512K – – –
STA
941
Summit Trail Advisors
New York
$510K -$154K -492 -22%
TCM
942
Tributary Capital Management
Nebraska
$507K -$9.37K -30 -2%
CWS
943
Confluence Wealth Services
Pennsylvania
$507K +$2.5K +8 +0.5%
AP
944
Appleton Partners
Massachusetts
$505K +$16.6K +53 +3%
BCM
945
Brookstone Capital Management
Illinois
$505K +$45.6K +146 +9%
BCAM
946
Boston Common Asset Management
Massachusetts
$503K +$44.4K +142 +9%
CRC
947
Curi RMB Capital
Illinois
$499K -$466K -1,491 -46%
OIA
948
OneDigital Investment Advisors
Kansas
$496K +$195K +625 +57%
AI
949
AXS Investments
New York
$493K -$248K -794 -32%
EBT
950
Enterprise Bank & Trust
Massachusetts
$493K -$185K -591 -26%
36 37
38
39 40