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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1776
Beaumont Financial Advisors
Massachusetts
$1.43M -$358K -769 -21%
Aspiriant LLC
1777
Aspiriant LLC
California
$1.42M -$21.9K -47 -2%
JMFC
1778
J.M. Forbes & Co
Massachusetts
$1.42M – – –
MWA
1779
Meridian Wealth Advisors
Texas
$1.42M -$19.5K -42 -1%
DCM
1780
DGS Capital Management
New Jersey
$1.42M -$40.9K -88 -3%
RCG
1781
Regatta Capital Group
California
$1.42M +$18.6K +40 +1%
TCPW
1782
Twin City Private Wealth
North Carolina
$1.41M +$16.7K +36 +1%
HNB
1783
Hilltop National Bank
Wyoming
$1.41M +$20.9K +45 +2%
EM
1784
Excalibur Management
Massachusetts
$1.41M -$94.4K -203 -7%
SHFA
1785
SC&H Financial Advisors
Maryland
$1.41M -$45.6K -98 -3%
CP
1786
Castleview Partners
Texas
$1.4M +$19.5K +42 +1%
ACA
1787
Affinity Capital Advisors
California
$1.4M +$23.3K +50 +2%
SWM
1788
SeaCrest Wealth Management
New York
$1.4M +$49.8K +107 +4%
CANC
1789
Culbertson A N & Co
Virginia
$1.4M – – –
DWAM
1790
Duncan Williams Asset Management
Tennessee
$1.39M -$70.2K -151 -5%
GC
1791
Gilbert & Cook
Iowa
$1.39M -$34.4K -74 -3%
RCA
1792
Roberts Capital Advisors
Colorado
$1.38M – – –
CIM
1793
Caldwell Investment Management
Ontario, Canada
$1.38M – – –
PWA
1794
Providence Wealth Advisors
Illinois
$1.38M +$48.8K +105 +4%
DWG
1795
Darden Wealth Group
Michigan
$1.38M -$1.86K -4 -0.1%
KLCM
1796
KG&L Capital Management
Louisiana
$1.37M -$112K -240 -8%
GSEP
1797
Golden State Equity Partners
California
$1.37M +$6.05K +13 +0.5%
CWM
1798
Chesapeake Wealth Management
Virginia
$1.37M +$5.58K +12 +0.4%
RWI
1799
Red Wave Investments
Pennsylvania
$1.37M – – –
RCM
1800
Ratan Capital Management
Florida
$1.37M – – –