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Name Holding Trade Value Shares
Change
Change in
Stake
LRPA
1001
L. Roy Papp & Associates
Arizona
$932K -$10.6K -27 -1%
RW
1002
REDW Wealth
New Mexico
$924K – – –
PWMG
1003
Prestige Wealth Management Group
New Jersey
$921K +$47.7K +121 +6%
PWMAG
1004
Pinnacle Wealth Management Advisory Group
New Jersey
$917K +$394 +1 +0%
AWA
1005
Aaron Wealth Advisors
Illinois
$912K +$25.6K +65 +3%
DF Dent & Co
1006
DF Dent & Co
Maryland
$902K +$866K +2,196 New
CapitalatWork SA
1007
CapitalatWork SA
$901K – – –
DTC
1008
Davidson Trust Company
Washington
$897K – – –
CP
1009
Covenant Partners
Tennessee
$895K – – –
PP
1010
PDS Planning
Ohio
$890K -$13K -33 -1%
OL
1011
Optas LLC
Texas
$887K +$394 +1 +0%
Donaldson Capital Management
1012
Donaldson Capital Management
Indiana
$886K -$23.7K -60 -3%
PCM
1013
Pointe Capital Management
Michigan
$885K +$3.55K +9 +0.4%
EverSource Wealth Advisors
1014
EverSource Wealth Advisors
Alabama
$883K +$27.2K +69 +3%
CFG
1015
Carr Financial Group
Massachusetts
$883K – – –
LNB
1016
Ledyard National Bank
$883K +$139K +353 +20%
TCWM
1017
Total Clarity Wealth Management
Illinois
$882K -$17.4K -44 -2%
Empirical Wealth Management
1018
Empirical Wealth Management
Washington
$876K -$289K -734 -26%
WHCI
1019
W.H. Cornerstone Investments
Massachusetts
$876K +$541K +1,372 +181%
IW
1020
Imprint Wealth
South Carolina
$874K +$22.5K +57 +3%
PEA
1021
Park Edge Advisors
Ohio
$872K +$495K +1,255 +145%
Wolverine Trading
1022
Wolverine Trading
Illinois
$871K +$177K +450 +27%
LWM
1023
Laidlaw Wealth Management
New York
$871K -$7.49K -19 -0.9%
SCI
1024
Stableford Capital II
Arizona
$868K -$23.3K -59 -3%
BHWM
1025
Bar Harbor Wealth Management
New Hampshire
$865K -$756K -1,917 -48%