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Name Holding Trade Value Shares
Change
Change in
Stake
CSPAM
1401
Cary Street Partners Asset Management
Virginia
$304K -$39.3K -403 -12%
TSMHT
1402
Thurston Springer Miller Herd & Titak
Indiana
$303K +$289K +2,969 New
GHA
1403
GW Henssler & Associates
Georgia
$302K -$51.1K -524 -15%
RCM
1404
Raleigh Capital Management
North Carolina
$302K -$67.3K -690 -19%
AG
1405
Ascent Group
Virginia
$301K -$115K -1,181 -29%
CAM
1406
Clarity Asset Management
Iowa
$300K -$109K -1,115 -28%
DAS
1407
Dynamic Advisor Solutions
Arizona
$300K -$66.6K -683 -19%
NG
1408
Norden Group
Utah
$299K -$114K -1,166 -28%
CD
1409
Chapin Davis
Maryland
$299K -$55.9K -573 -16%
MAG
1410
Mayfair Advisory Group
Alabama
$299K -$245K -2,510 -47%
DM
1411
Diker Management
New York
$299K -$56K -574 -16%
QPWM
1412
Quadrant Private Wealth Management
Pennsylvania
$297K -$53.1K -545 -16%
CWM
1413
Chesapeake Wealth Management
Virginia
$296K -$55.4K -568 -16%
CYG
1414
Clean Yield Group
Vermont
$296K -$55.4K -568 -16%
CB
1415
Cadence Bank
Mississippi
$296K -$55.4K -568 -16%
NEWAS
1416
N.E.W. Advisory Services
Wisconsin
$296K -$60.8K -624 -18%
IFWM
1417
Institute for Wealth Management
Colorado
$296K -$21.3K -218 -7%
SWM
1418
Silverlake Wealth Management
Vermont
$295K -$53.7K -551 -16%
FSA
1419
Fort Sheridan Advisors
Illinois
$295K +$281K +2,884 New
HCM
1420
Hillman Capital Management
Maryland
$294K -$90.6K -929 -24%
WJWM
1421
Williams Jones Wealth Management
New York
$294K -$139K -1,425 -33%
MA
1422
MBA Advisors
Pennsylvania
$293K -$21.4K -220 -7%
RGC
1423
Roberts, Glore & Co
Illinois
$292K -$89.6K -919 -24%
WA
1424
WP Advisors
California
$292K -$124K -1,271 -31%
WI
1425
Wedgewood Investors
Pennsylvania
$292K +$278K +2,853 New