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Name Holding Trade Value Shares
Change
Change in
Stake
OAM
2101
Occidental Asset Management
California
$995K -$27.4K -55 -3%
SFO
2102
Stokes Family Office
Louisiana
$993K -$156K -312 -14%
GCP
2103
Guardian Capital (Pennsylvania)
Pennsylvania
$991K -$106K -212 -10%
HPC
2104
Hobart Private Capital
North Carolina
$989K -$58.8K -118 -6%
NRC
2105
New Republic Capital
North Carolina
$988K -$3.4M -6,828 -78%
DI
2106
DDFG Inc
California
$986K – – –
DW30
2107
Drucker Wealth 3.0
New Jersey
$984K -$50.9K -102 -5%
ITIM
2108
Indiana Trust & Investment Management
Indiana
$983K -$252K -505 -21%
CWP
2109
Core Wealth Partners
California
$982K -$231K -464 -20%
RDFA
2110
Ritter Daniher Financial Advisory
Ohio
$978K -$16K -32 -2%
CCM
2111
Canal Capital Management
Virginia
$978K +$22.4K +45 +2%
AP
2112
Anchyra Partners
Georgia
$977K -$221K -444 -19%
FWM
2113
FFT Wealth Management
Pennsylvania
$976K – – –
GBWM
2114
Granite Bay Wealth Management
New Hampshire
$976K +$947K +1,900 New
VCM
2115
Violich Capital Management
California
$976K -$4.13M -8,288 -81%
TNA
2116
True North Advisors
Texas
$975K -$6.98K -14 -0.7%
LCC
2117
Lincoln Capital Corp
Rhode Island
$974K -$3.49K -7 -0.4%
AFM
2118
Armstrong Fleming & Moore
District of Columbia
$974K – – –
AIM
2119
Acropolis Investment Management
Missouri
$973K – – –
RCA
2120
Runnymede Capital Advisors
Ohio
$966K -$31.4K -63 -3%
NCM
2121
New Capital Management
Texas
$963K +$9.97K +20 +1%
GAM
2122
Griffin Asset Management
New York
$963K -$46.4K -93 -5%
SSCA
2123
South Shore Capital Advisors
Massachusetts
$962K – – –
HWM
2124
Howard Wealth Management
Connecticut
$961K -$997 -2 -0.1%
UCB
2125
United Community Bank
South Carolina
$959K -$11.5K -23 -1%