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Name Holding Trade Value Shares
Change
Change in
Stake
WPC
976
Wedmont Private Capital
Pennsylvania
$775K -$17.9K -49 -2%
CA
977
CoreCap Advisors
Michigan
$767K +$735K +2,013 New
HCM
978
Howland Capital Management
Massachusetts
$764K -$39.1K -107 -5%
USGIU
979
U.S. Global Investors (USGI)
Texas
$762K – – –
WAG
980
Windsor Advisory Group
Ohio
$762K – – –
GIA
981
Gladstone Institutional Advisory
Florida
$759K -$29.9K -82 -4%
MWM
982
MorganRosel Wealth Management
Colorado
$742K +$711K +1,946 New
IWP
983
Icon Wealth Partners
Texas
$740K -$117K -321 -14%
IW
984
Imprint Wealth
South Carolina
$737K -$1.1K -3 -0.2%
BS
985
Bessemer Securities
New York
$734K -$219K -600 -24%
WSTAM
986
Wilbanks Smith & Thomas Asset Management
Virginia
$729K +$7.67K +21 +1%
SAG
987
SageView Advisory Group
California
$722K +$181K +495 +35%
WAAG
988
Wealth Alliance Advisory Group
Kansas
$718K -$31K -85 -4%
NP
989
Nilsine Partners
Colorado
$716K +$6.57K +18 +1%
WFI
990
West Family Investments
California
$716K – – –
ACM
991
AlphaStar Capital Management
North Carolina
$714K -$82.9K -227 -11%
BMC
992
Beaton Management Company
Massachusetts
$714K – – –
GP
993
Girard Partners
Pennsylvania
$713K -$39.1K -107 -5%
MC
994
Moors & Cabot
Massachusetts
$709K +$174K +476 +34%
KP
995
Keel Point
Alabama
$708K +$69K +189 +11%
FTWA
996
Fifth Third Wealth Advisors
Ohio
$707K +$267K +730 +65%
LWMM
997
Legacy Wealth Management (Mississippi)
Mississippi
$707K -$4.75K -13 -0.7%
IAN
998
Integrated Advisors Network
Texas
$706K +$59.2K +162 +10%
LC
999
LCNB Corp
Ohio
$706K -$12.1K -33 -2%
CCM
1000
Cohen Capital Management
California
$705K – – –