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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
851
Spire Wealth Management
Virginia
$60K +$1.79K +6 +3%
GWS
852
Glassman Wealth Services
Virginia
$60K +$3.29K +11 +5%
CFO
853
CVA Family Office
Colorado
$56K -$4.49K -15 -7%
FPS
854
Fieldpoint Private Securities
Connecticut
$55K -$97.2K -325 -62%
CFFP
855
Center for Financial Planning
Michigan
$54K – – –
EDRH
856
Edmond de Rothschild Holding
Switzerland
$54K – – –
MRCM
857
M&R Capital Management
New Jersey
$54K – – –
PCG
858
Private Capital Group
Connecticut
$52K +$6.88K +23 +14%
CWC
859
Carolinas Wealth Consulting
North Carolina
$47K +$5.38K +18 +12%
JGIA
860
Jackson Grant Investment Advisers
Connecticut
$46K – – –
CI
861
CX Institutional
Indiana
$46K +$50.3K +168 New
ACA
862
Atlas Capital Advisors
Wyoming
$45.1K – – –
SC
863
Seldon Capital
California
$45K – – –
SCM
864
Silvant Capital Management
Georgia
$43K – – –
PGAM
865
Princeton Global Asset Management
New Jersey
$42K – – –
BTI
866
Blue Trust Inc
Georgia
$41K +$36.8K +123 New
JWA
867
JFS Wealth Advisors
Pennsylvania
$39K -$1.79K -6 -4%
PI
868
PineBridge Investments
New York
$34K -$1.98M -6,626 -98%
ANBT
869
American National Bank & Trust
Texas
$34K +$8.38K +28 +29%
AP
870
Arlington Partners
Alabama
$33K – – –
VCM
871
Vigilant Capital Management
Maine
$33K +$35.9K +120 New
BIA
872
Bell Investment Advisors
California
$31K +$34.1K +114 New
FMII
873
Farmers & Merchants Investments Inc
Nebraska
$30K +$7.48K +25 +29%
CSB
874
City State Bank
Iowa
$29K – – –
SWM
875
Sugarloaf Wealth Management
Georgia
$24K – – –