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Name Holding Trade Value Shares
Change
Change in
Stake
AAP
1551
Arax Advisory Partners
Colorado
$1.16M +$103K +282 +9%
HFG
1552
Heron Financial Group
New York
$1.16M +$41.8K +115 +4%
SWM
1553
Segment Wealth Management
Texas
$1.15M +$38.2K +105 +3%
AP
1554
Americana Partners
Texas
$1.15M +$476K +1,310 +65%
PIG
1555
Pantheon Investment Group
California
$1.14M +$36.4K +100 +3%
KIA
1556
KCM Investment Advisors
California
$1.14M +$38.9K +107 +3%
MFW
1557
Meristem Family Wealth
Minnesota
$1.14M +$760K +2,089 +175%
WWM
1558
Windsor Wealth Management
Indiana
$1.14M +$18.9K +52 +2%
WAP
1559
Wealthcare Advisory Partners
Pennsylvania
$1.14M -$10.2K -28 -0.9%
MFA
1560
Mayflower Financial Advisors
Massachusetts
$1.13M +$727 +2 +0.1%
9WM
1561
9258 Wealth Management
Ohio
$1.13M +$50.5K +139 +4%
BOPW
1562
Brandywine Oak Private Wealth
Pennsylvania
$1.13M +$10.9K +30 +0.9%
PFG
1563
PAX Financial Group
Texas
$1.12M +$17.8K +49 +2%
MBT
1564
Montecito Bank & Trust
California
$1.12M +$1.82K +5 +0.2%
PIA
1565
Perennial Investment Advisors
California
$1.11M +$15.6K +43 +1%
FNBSF
1566
First National Bank Sioux Falls
South Dakota
$1.1M
MSR
1567
Main Street Research
Connecticut
$1.1M +$33.1K +91 +3%
RWI
1568
Red Wave Investments
Pennsylvania
$1.1M +$5.45K +15 +0.5%
BW
1569
Bison Wealth
Georgia
$1.1M -$243K -669 -17%
FNT
1570
First National Trust
Pennsylvania
$1.09M -$170K -468 -13%
PC
1571
Permit Capital
Pennsylvania
$1.09M -$148K -407 -12%
STA
1572
Summit Trail Advisors
New York
$1.08M +$183K +503 +19%
HT
1573
Heritage Trust
Oklahoma
$1.08M +$23.6K +65 +2%
ACM
1574
AlphaStar Capital Management
North Carolina
$1.08M +$729K +2,006 +196%
HCP
1575
Holt Capital Partners
Texas
$1.08M