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Name Holding Trade Value Shares
Change
Change in
Stake
SPW
1376
Signet Private Wealth
Illinois
$603K -$202K -428 -26%
TCOTS
1377
Trust Company of the South
North Carolina
$603K +$574K +1,217 New
PWP
1378
Phillips Wealth Planners
Mississippi
$602K +$284K +601 +101%
HNB
1379
Hilltop National Bank
Wyoming
$601K +$11.3K +24 +2%
Engineers Gate Manager
1380
Engineers Gate Manager
New York
$598K -$55.1M -116,732 -99%
OFG
1381
Oxford Financial Group
Indiana
$598K +$121K +257 +27%
MF
1382
Manchester Financial
California
$596K -$72.2K -153 -11%
FWM
1383
Foguth Wealth Management
Michigan
$596K +$8.02K +17 +1%
MPCG
1384
Matrix Private Capital Group
New York
$594K – – –
SCI
1385
Silver Coast Investments
United States
$592K +$70.8K +150 +14%
AIMA
1386
Ables Iannone Moore & Associates
Georgia
$592K – – –
MSS
1387
Mitchell Sinkler & Starr
Pennsylvania
$591K – – –
PCP
1388
Proficio Capital Partners
Massachusetts
$588K +$3.3K +7 +0.6%
MTIC
1389
Missouri Trust & Investment Company
Missouri
$587K +$49.5K +105 +10%
Exencial Wealth Advisors
1390
Exencial Wealth Advisors
Oklahoma
$586K +$15.1K +32 +3%
Sax Wealth Advisors
1391
Sax Wealth Advisors
New Jersey
$584K -$20.8K -44 -3%
V
1392
VeraBank
Texas
$583K -$14.6K -31 -3%
PG
1393
Proffitt & Goodson
Tennessee
$579K +$2.83K +6 +0.5%
SIS
1394
Strategic Investment Solutions
Illinois
$578K – – –
GIM
1395
Goelzer Investment Management
Indiana
$578K -$17.5K -37 -3%
FA
1396
Fermata Advisors
California
$578K +$550K +1,165 New
AWM
1397
Aberdeen Wealth Management
Illinois
$575K – – –
WI
1398
WrapManager Inc
California
$575K +$8.96K +19 +2%
WA
1399
WBH Advisory
Maryland
$573K – – –
DIP
1400
Davis Investment Partners
North Carolina
$570K +$543K +1,150 New