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Name Holding Trade Value Shares
Change 		Change in
Stake
UCB
2326
United Community Bank
South Carolina
$724K +$1.25K +5 +0.2%
CPC
2327
Consolidated Planning Corp
Georgia
$723K -$21K -84 -3%
AMM
2328
American Money Management
California
$720K -$777K -3,108 -49%
RCG
2329
Resource Consulting Group
Florida
$720K +$50K +200 +7%
IB
2330
Iyo Bank
Japan
$719K – – –
ECM
2331
Exchange Capital Management
Michigan
$715K -$31.5K -126 -4%
S
2332
SimplyRich
California
$715K – – –
OFW
2333
Omnia Family Wealth
Florida
$714K -$49K -196 -6%
TA
2334
Trellis Advisors
Washington
$714K -$14K -56 -2%
SFS
2335
Stiles Financial Services
Minnesota
$712K -$15.5K -62 -2%
TWA
2336
TCI Wealth Advisors
Arizona
$712K +$186K +746 +23%
PCG
2337
Prosperity Consulting Group
Maryland
$706K +$39.5K +158 +5%
GIM
2338
Groesbeck Investment Management
New Jersey
$704K – – –
SGAM
2339
Smith Group Asset Management
Texas
$703K -$44.8M -179,406 -98%
SCA
2340
Sandy Cove Advisors
Massachusetts
$700K -$139K -556 -15%
IFAM
2341
Institutional & Family Asset Management
Colorado
$700K -$750 -3 -0.1%
BFWA
2342
Benchmark Financial Wealth Advisors
Florida
$697K -$140K -560 -15%
LFA
2343
Legacy Financial Advisors
Kentucky
$695K -$359K -1,435 -31%
CIS
2344
Connors Investor Services
Pennsylvania
$693K -$5.88M -23,518 -88%
VBWMG
2345
Von Berge Wealth Management Group
California
$691K +$494K +1,976 +151%
OPA
2346
Old Port Advisors
Maine
$690K -$6.75K -27 -0.9%
SWM
2347
Stockman Wealth Management
Montana
$689K +$5K +20 +0.6%
MMPW
2348
Mitchell McLeod Pugh & Williams
Alabama
$686K -$26.5K -106 -3%
OAM
2349
Oak Asset Management
California
$686K -$1K -4 -0.1%
OCM
2350
Orion Capital Management
California
$685K -$41.2K -165 -5%
92 93
94
95 96