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Name Holding Trade Value Shares
Change
Change in
Stake
FA
1851
Fortis Advisors
Pennsylvania
$428K +$10.1K +56 +2%
VDI
1852
Vaughan David Investments
Illinois
$421K
DWM
1853
Doyle Wealth Management
Florida
$421K +$3.98K +22 +0.9%
TTWM
1854
TCV Trust & Wealth Management
Virginia
$419K -$19.9K -110 -4%
PCM
1855
Pointe Capital Management
Michigan
$419K +$461K +2,545 New
AC
1856
Allstate Corporation
Illinois
$417K -$905 -5 -0.2%
CFD
1857
Creative Financial Designs
Indiana
$417K +$3.98K +22 +0.9%
CAM
1858
Concorde Asset Management
Michigan
$414K -$127K -699 -22%
SHGA
1859
Sand Hill Global Advisors
California
$414K -$37.8K -209 -8%
FFWA
1860
FRG Family Wealth Advisors
Washington
$414K -$13.6K -75 -3%
ZIC
1861
ZWJ Investment Counsel
Georgia
$414K +$75.9K +419 +20%
NFC
1862
Northeast Financial Consultants
Connecticut
$414K +$217K +1,197 +90%
FBA
1863
Front Barnett Associates
Illinois
$412K +$32.6K +180 +8%
PM
1864
Penbrook Management
New York
$411K
SICM
1865
Sustainable Insight Capital Management
New York
$411K
RFA
1866
Reilly Financial Advisors
California
$411K +$7.96K +44 +2%
CPSAC
1867
Chas P. Smith & Associates (CPS)
Florida
$410K -$19K -105 -4%
JFM
1868
Jackson Financial Management
California
$409K -$18.5K -102 -4%
MSS
1869
Mitchell Sinkler & Starr
Pennsylvania
$408K
CCM
1870
Chickasaw Capital Management
Tennessee
$408K +$4.53K +25 +1%
LIA
1871
LBMC Investment Advisors
Tennessee
$408K +$77.1K +426 +21%
MIC
1872
Meridian Investment Counsel
California
$406K +$7.24K +40 +2%
RW
1873
REDW Wealth
New Mexico
$404K -$14.5K -80 -3%
BMCM
1874
Bryn Mawr Capital Management
Pennsylvania
$403K +$4.89K +27 +1%
NFG
1875
NewFocus Financial Group
Washington
$400K