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Name Holding Trade Value Shares
Change
Change in
Stake
CF
1876
Conquis Financial
California
$129K – – –
PMFA
1877
Plante Moran Financial Advisors
Michigan
$128K -$29.7K -208 -20%
CAL
1878
Capital Analysts LLC
Pennsylvania
$128K +$429 +3 +0.4%
VNA
1879
Valley National Advisers
Pennsylvania
$127K – – –
KFGG
1880
Keystone Financial Group (Georgia)
Georgia
$127K +$572 +4 +0.5%
RMC
1881
Resources Management Corp
Connecticut
$126K – – –
S
1882
Sachetta
Massachusetts
$123K -$66.6K -466 -37%
CWM
1883
Consultiva Wealth Management
Puerto Rico
$122K – – –
ETS
1884
ESL Trust Services
New York
$122K – – –
LFASL
1885
Lugano Financial Advisors SA (LFA)
Switzerland
$122K – – –
OAM
1886
Ostrum Asset Management
France
$120K -$46.4K -325 -29%
CWP
1887
Concord Wealth Partners
Virginia
$118K – – –
MAM
1888
Marquette Asset Management
Minnesota
$117K – – –
DEM
1889
Disciplined Equity Management
Florida
$116K – – –
CHC
1890
City Holding Co
West Virginia
$115K – – –
RCM
1891
Richardson Capital Management
Wisconsin
$114K – – –
AWM
1892
Ameliora Wealth Management
Switzerland
$114K – – –
GKIM
1893
GW&K Investment Management
Massachusetts
$114K +$12.1K +85 +13%
PWMA
1894
Pension & Wealth Management Advisors
Massachusetts
$114K +$143 +1 +0.1%
GFA
1895
Gladwyn Financial Advisors
Virginia
$113K +$106K +745 New
OWP
1896
ORG Wealth Partners
Texas
$113K -$6K -42 -5%
MCI
1897
MRP Capital Investments
Georgia
$107K -$121K -850 -55%
IWA
1898
Icon Wealth Advisors
Texas
$106K +$99.9K +699 New
TFIPS
1899
Towarzystwo Funduszy Inwestycyjnych PZU SA
$102K – – –
BCMLT
1900
Beacon Capital Management LLC (Tennessee)
Tennessee
$102K -$7.72K -54 -7%