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Name Holding Trade Value Shares
Change
Change in
Stake
HCP
1601
Holt Capital Partners
Texas
$1.08M – – –
UBG
1602
United Bank (Georgia)
Georgia
$1.08M -$1.05K -3 -0.1%
FWIA
1603
Fort Washington Investment Advisors
Ohio
$1.08M – – –
QCM
1604
Quest Capital Management
Texas
$1.08M +$21.6K +62 +2%
WWM
1605
Windsor Wealth Management
Indiana
$1.07M -$15.7K -45 -1%
MPPW
1606
Mitchell & Pahl Private Wealth
Oklahoma
$1.06M -$12.2K -35 -1%
BAM
1607
Barrett Asset Management
New York
$1.06M +$330K +945 +46%
SF
1608
Symphony Financial
Texas
$1.06M -$2.25M -6,442 -68%
KP
1609
Keel Point
Alabama
$1.05M +$53K +152 +5%
CT
1610
Clearstead Trust
Maine
$1.05M -$1.4K -4 -0.1%
MBT
1611
Montecito Bank & Trust
California
$1.05M -$2.79K -8 -0.3%
PCP
1612
Proficio Capital Partners
Massachusetts
$1.05M +$144K +413 +16%
GRP
1613
Global Retirement Partners
California
$1.05M +$44K +126 +4%
BBA
1614
BLB&B Advisors
Pennsylvania
$1.04M -$11.9K -34 -1%
AFS
1615
Aft Forsyth & Sober
Florida
$1.04M +$497K +1,425 +95%
LB
1616
Leo Brokerage
Texas
$1.04M +$812K +2,327 +393%
JMFC
1617
J.M. Forbes & Co
Massachusetts
$1.04M -$1.75K -5 -0.2%
PSC
1618
Prentiss Smith & Co
Vermont
$1.04M – – –
AWM
1619
Aevitas Wealth Management
Massachusetts
$1.03M -$31.8K -91 -3%
OC
1620
Oakworth Capital
Alabama
$1.02M +$14K +40 +1%
NFG
1621
Nations Financial Group
Iowa
$1.02M +$657K +1,883 +191%
CCG
1622
Ceeto Capital Group
Florida
$1.02M – – –
TCOT
1623
Trust Company of Toledo
Ohio
$1.02M – – –
WA
1624
Wealth Alliance
New York
$1.01M -$148K -424 -13%
BJL
1625
Brighton Jones LLC
Washington
$1.01M -$136K -389 -12%