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Name Holding Trade Value Shares
Change
Change in
Stake
CPC
1326
Consolidated Planning Corp
Georgia
$4.02M +$3.95M +7,632 New
IB
1327
Intrust Bank
Kansas
$3.99M +$20.7K +40 +0.5%
Hudson Bay Capital Management
1328
Hudson Bay Capital Management
Connecticut
$3.99M +$3.93M +7,582 New
ECM
1329
Evergreen Capital Management
Washington
$3.99M -$598K -1,155 -13%
FA
1330
Fiduciary Alliance
South Carolina
$3.98M +$2.29M +4,429 +141%
OCM
1331
Orleans Capital Management
Louisiana
$3.98M -$5.18K -10 -0.1%
PCS
1332
Personal CFO Solutions
New Jersey
$3.98M -$78.7K -152 -2%
CSP
1333
Cary Street Partners
Virginia
$3.95M +$3.89M +7,510 New
WCAMG
1334
Woodard & Company Asset Management Group
North Carolina
$3.94M +$38.3K +74 +1%
WP
1335
WealthPLAN Partners
Nebraska
$3.93M -$622K -1,202 -14%
BEC
1336
Blue Edge Capital
Virginia
$3.92M +$51.3K +99 +1%
WGCA
1337
Wolf Group Capital Advisors
Virginia
$3.92M – – –
SWP
1338
Sagespring Wealth Partners
Tennessee
$3.92M +$3.85M +7,435 New
CCMT
1339
CMT Capital Markets Trading
Germany
$3.91M +$3.85M +7,432 New
FFA
1340
Fairfield Financial Advisors
Massachusetts
$3.91M -$114K -220 -3%
PWAM
1341
Papamarkou Wellner Asset Management
New York
$3.89M +$3.83M +7,389 New
NB
1342
Nicolet Bankshares
Wisconsin
$3.88M -$29.5K -57 -0.8%
CCM
1343
Cohen Capital Management
California
$3.88M -$23.3K -45 -0.6%
CC
1344
Courier Capital
New York
$3.87M +$3.8M +7,344 New
RBC
1345
Roble Belko & Company
Pennsylvania
$3.86M – – –
FFAM
1346
Forge First Asset Management
Canada
$3.85M – – –
PA
1347
Procyon Advisors
Connecticut
$3.84M +$78.2K +151 +2%
CFS
1348
CRA Financial Services
New Jersey
$3.82M +$48.7K +94 +1%
KA
1349
Klingman & Associates
New York
$3.81M -$106K -205 -3%
EP
1350
Essential Planning
New Hampshire
$3.8M +$3.8M +7,345 New