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Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1476
Howard Capital Management
Georgia
$3.12M -$476K -875 -13%
PP
1477
Patten & Patten
Tennessee
$3.1M +$12K +22 +0.4%
SAG
1478
SageView Advisory Group
California
$3.1M -$40.3K -74 -1%
SA
1479
Strategic Advisors
New York
$3.09M -$36.5K -67 -1%
KWA
1480
Kingswood Wealth Advisors
California
$3.08M -$108K -199 -3%
AEPWM
1481
Atlantic Edge Private Wealth Management
Florida
$3.08M +$68K +125 +2%
EWM
1482
Elmwood Wealth Management
California
$3.07M -$101K -185 -3%
ADL
1483
Asset Dedication LLC
California
$3.07M -$238K -438 -7%
EFSCE
1484
Enterprise Financial Services Corp (EFSC)
Missouri
$3.07M -$14.2K -26 -0.5%
CT
1485
Clearstead Trust
Maine
$3.06M +$92.5K +170 +3%
Koshinski Asset Management
1486
Koshinski Asset Management
Illinois
$3.05M +$354K +651 +13%
VWA
1487
Visionary Wealth Advisors
Illinois
$3.05M +$10.3K +19 +0.3%
MC
1488
Mirabaud & Cie
Switzerland
$3.05M -$626K -1,150 -17%
VWM
1489
VCI Wealth Management
Missouri
$3.03M -$94.2K -173 -3%
WCM
1490
WealthBridge Capital Management
Ohio
$3.03M -$3.27K -6 -0.1%
PSB
1491
Piscataqua Savings Bank
New Hampshire
$3.03M -$16.3K -30 -0.5%
UWS
1492
Unique Wealth Strategies
Illinois
$3.03M -$112K -206 -4%
TRIA
1493
Trail Ridge Investment Advisors
Colorado
$3.03M -$90.9K -167 -3%
EFG
1494
Everhart Financial Group
Ohio
$3.02M +$472K +867 +19%
MWM
1495
Marion Wealth Management
Pennsylvania
$3.02M -$130K -238 -4%
M2MC
1496
Matthew 25 Management Corp
Pennsylvania
$3.01M -$544K -1,000 -15%
HL
1497
HeadInvest LLC
Maine
$3.01M +$151K +278 +5%
SWM
1498
Sendero Wealth Management
Texas
$3.01M +$440K +808 +17%
BIA
1499
Benchmark Investment Advisors
Illinois
$3M +$62.1K +114 +2%
PL
1500
Plancorp LLC
Missouri
$3M +$1.51M +2,782 +104%