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Name Holding Trade Value Shares
Change
Change in
Stake
IIC
1901
Integrated Investment Consultants
Michigan
$713K -$23.6K -88 -3%
OW
1902
Olistico Wealth
Oklahoma
$712K +$24.9K +93 +4%
VCM
1903
Virtue Capital Management
Tennessee
$709K +$57.3K +214 +10%
CWM
1904
Castle Wealth Management
Florida
$709K
MHR
1905
Matthew Hamilton Rosenberg
$708K
NME
1906
Notis-McConarty Edward
$705K
HFA
1907
High Falls Advisors
New York
$704K
BI
1908
Ballast Inc
Kentucky
$701K +$67K +250 +11%
BMO
1909
Beck Mack & Oliver
New York
$699K
SMH
1910
Sanders Morris Harris
Texas
$699K
FCB
1911
First Command Bank
Texas
$698K -$17.4K -65 -3%
FCFS
1912
First Command Financial Services
Texas
$698K -$17.4K -65 -3%
T
1913
TRUADVICE
Florida
$698K +$238K +888 +60%
IA
1914
IAM Advisory
Pennsylvania
$696K +$3.75K +14 +0.6%
AC
1915
Allstate Corporation
Illinois
$696K -$7.28M -27,181 -92%
PBF
1916
Petix & Botte Financial
California
$695K +$666K +2,487 New
WQ
1917
Wealth Quarterback
New Jersey
$694K -$29.5K -110 -4%
RIG
1918
RiverFront Investment Group
Virginia
$694K
APWM
1919
Atlas Private Wealth Management
New York
$693K +$23K +86 +4%
CWA
1920
Centennial Wealth Advisory
Michigan
$693K +$344K +1,285 +108%
HC
1921
Hamilton Capital
Ohio
$693K +$52K +194 +8%
WEPOG
1922
Wealth Enhancement & Preservation of GA
Georgia
$692K +$56.8K +212 +9%
AWA
1923
AmeriServ Wealth Advisors
Pennsylvania
$692K
NAM
1924
NorthCrest Asset Manangement
Minnesota
$691K +$662K +2,470 New
MW
1925
MBL Wealth
North Carolina
$691K -$6.43K -24 -1%