Name Holding Trade Value Shares
Change
Change in
Stake
PCA
1401
Peddock Capital Advisors
Massachusetts
$596K – – –
TCBWMS
1402
Texas Capital Bank Wealth Management Services
Texas
$595K -$32.2K -242 -5%
FDCC
1403
Foster Dykema Cabot & Co
Massachusetts
$595K – – –
FA
1404
Fagan Associates
New York
$594K – – –
CHC
1405
City Holding Co
West Virginia
$594K +$5.58K +42 +0.9%
IPW
1406
Inlet Private Wealth
Florida
$593K +$5.98K +45 +1%
PMG
1407
ProVise Management Group
Florida
$592K -$2.45M -18,397 -79%
JWM
1408
Jupiter Wealth Management
Colorado
$592K -$3.32K -25 -0.5%
PCMM
1409
Piedmont Capital Management (Montana)
Montana
$592K +$110K +824 +21%
CF
1410
Centaurus Financial
California
$591K -$18.1K -136 -3%
W
1411
Wealthquest
Ohio
$591K – – –
FCCM
1412
First City Capital Management
Georgia
$591K +$115K +867 +22%
PG
1413
Patten Group
Tennessee
$589K -$46.4K -349 -7%
AFC
1414
AFT Forsyth & Company
Florida
$589K – – –
FRA
1415
Front Row Advisors
California
$586K +$8.64K +65 +1%
BFA
1416
Beacon Financial Advisory
Ohio
$586K +$38.2K +287 +6%
LBA
1417
Lowell Blake & Associates
Massachusetts
$585K -$389K -2,922 -38%
AWS
1418
Arkfeld Wealth Strategies
Nebraska
$585K – – –
BEAM
1419
Baker Ellis Asset Management
Washington
$584K -$350K -2,632 -36%
RFG
1420
Range Financial Group
Oregon
$584K +$62.1K +467 +11%
BFPW
1421
BOK Financial Private Wealth
Colorado
$583K -$97.1K -730 -13%
Independent Financial Group
1422
Independent Financial Group
California
$583K +$230K +1,729 +59%
PIM
1423
Perpetual Investment Management
Australia
$582K – – –
LC
1424
LCNB Corp
Ohio
$581K +$19K +143 +3%
PAM
1425
Paradigm Asset Management
New York
$581K – – –