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Name Holding Trade Value Shares
Change
Change in
Stake
FLI
1651
Family Legacy Inc
South Carolina
$3.75M +$81.2K +253 +2%
CIA
1652
Capital Investment Advisors
Georgia
$3.75M -$101K -316 -3%
PWPS
1653
Pinnacle Wealth Planning Services
Ohio
$3.75M +$19.2K +60 +0.6%
FHA
1654
First Horizon Advisors
Tennessee
$3.74M +$2.25K +7 +0.1%
RBFC
1655
Roman Butler Fullerton & Co
Missouri
$3.74M +$329K +1,027 +11%
CIA
1656
Capital Impact Advisors
Massachusetts
$3.74M -$116K -361 -3%
LAIC
1657
Lederer & Associates Investment Counsel
California
$3.73M +$78K +243 +2%
CBA
1658
Coastal Bridge Advisors
Connecticut
$3.73M +$40.1K +125 +1%
ADL
1659
Asset Dedication LLC
California
$3.72M +$519K +1,617 +18%
TA
1660
Trivest Advisors
Hong Kong
$3.72M +$2.47M +7,700 +257%
PWS
1661
Peloton Wealth Strategists
Indiana
$3.72M -$228K -710 -6%
BAAM
1662
Baker Avenue Asset Management
California
$3.71M -$346K -1,079 -9%
CWM
1663
Cornerstone Wealth Management
Missouri
$3.71M +$1.28K +4 +0%
HT
1664
HAP Trading
New York
$3.71M +$3.42M +10,668 New
BFG
1665
Beacon Financial Group
Texas
$3.7M +$97.5K +304 +3%
EFS
1666
Essex Financial Services
Connecticut
$3.68M
PCP
1667
Proficio Capital Partners
Massachusetts
$3.67M +$115K +358 +4%
GIA
1668
Granite Investment Advisors
New Hampshire
$3.67M +$3.38M +10,546 New
MUAMU
1669
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.65M +$802K +2,500 +31%
VWM
1670
Venturi Wealth Management
Texas
$3.65M -$385K -1,200 -10%
Vanguard Capital Wealth Advisors
1671
Vanguard Capital Wealth Advisors
Colorado
$3.65M +$26.3K +82 +0.8%
AWM
1672
Aries Wealth Management
Maine
$3.63M +$8.02K +25 +0.2%
MFP
1673
Michael F. Price
$3.61M
FCM
1674
Fortis Capital Management
Washington
$3.61M +$204K +637 +7%
PFWA
1675
Paces Ferry Wealth Advisors
Georgia
$3.61M +$23.4K +73 +0.7%