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Name Holding Trade Value Shares
Change
Change in
Stake
WAP
1401
Wealthcare Advisory Partners
Pennsylvania
$3.86M +$29.3K +53 +0.8%
NC
1402
NBW Capital
Massachusetts
$3.86M +$60.8K +110 +2%
CIG
1403
Cullen Investment Group
Louisiana
$3.86M -$387K -700 -9%
CFS
1404
CRA Financial Services
New Jersey
$3.84M -$48.1K -87 -1%
CCM
1405
Cox Capital Management
Massachusetts
$3.82M -$69.7K -126 -2%
TCA
1406
Transcend Capital Advisors
New Jersey
$3.82M -$215K -389 -5%
ACM
1407
Accent Capital Management
Ohio
$3.81M -$29.9K -54 -0.8%
MCM
1408
MV Capital Management
Maryland
$3.8M -$103K -187 -3%
SPG
1409
Strategic Planning Group
Utah
$3.8M +$159K +287 +4%
HIC
1410
Holderness Investments Company
North Carolina
$3.79M +$317K +573 +9%
DWAM
1411
Duncan Williams Asset Management
Tennessee
$3.78M +$72.4K +131 +2%
BOH
1412
Bank of Hawaii
Hawaii
$3.77M -$20.5K -37 -0.5%
NL
1413
NVWM LLC
Pennsylvania
$3.75M +$26.5K +48 +0.7%
NB
1414
Nicolet Bankshares
Wisconsin
$3.74M -$80.7K -146 -2%
MA
1415
MONECO Advisors
Connecticut
$3.73M +$2.1M +3,794 +133%
HCM
1416
Howland Capital Management
Massachusetts
$3.73M +$58.1K +105 +2%
JWCA
1417
J.W. Coons Advisors
Ohio
$3.73M +$1.59M +2,880 +77%
SWM
1418
Segment Wealth Management
Texas
$3.72M +$109K +197 +3%
OSNBOA
1419
Old Second National Bank of Aurora
Illinois
$3.71M -$10.5K -19 -0.3%
MA
1420
Modus Advisors
Minnesota
$3.71M +$18.3K +33 +0.5%
APIM
1421
Agate Pass Investment Management
Washington
$3.7M -$32.1K -58 -0.9%
RBC
1422
Roble Belko & Company
Pennsylvania
$3.69M -$153K -277 -4%
SC
1423
Sawyer & Company
Massachusetts
$3.68M +$113K +204 +3%
EWM
1424
Empirical Wealth Management
Washington
$3.67M +$620K +1,121 +21%
SLWA
1425
San Luis Wealth Advisors
California
$3.66M -$525K -949 -13%