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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
2801
ORBA Wealth Advisors
Illinois
$465K +$50.2K +407 +13%
MGWM
2802
Marks Group Wealth Management
Minnesota
$465K
OFW
2803
Omnia Family Wealth
Florida
$464K +$5.55K +45 +1%
VCM
2804
Viewpoint Capital Management
Washington
$464K
JCM
2805
Jag Capital Management
Missouri
$464K
GRQ
2806
Gardner Russo & Quinn
Pennsylvania
$464K -$36.1K -293 -8%
CAWM
2807
Capital Advisors Wealth Management
Washington
$463K +$1.85K +15 +0.4%
CIG
2808
Cairn Investment Group
Washington
$462K
SPI
2809
Santori & Peters Inc
Pennsylvania
$462K +$3.21K +26 +0.7%
KOCAA
2810
Knights of Columbus Asset Advisors
Connecticut
$462K -$298K -2,421 -41%
MHWM
2811
Montz Harcus Wealth Management
Louisiana
$461K -$20.8K -169 -5%
TAM
2812
Titleist Asset Management
Texas
$461K +$64.3K +522 +18%
WAS
2813
Wealth Advisory Solutions
Indiana
$461K +$431K +3,493 New
VFP
2814
Verus Financial Partners
Virginia
$460K
ANB
2815
Amarillo National Bank
Texas
$460K
VP
2816
Verum Partners
North Carolina
$457K +$51.3K +416 +14%
HIM
2817
Hanlon Investment Management
New Jersey
$456K +$33.4K +271 +9%
CWM
2818
Cahaba Wealth Management
Georgia
$456K +$863 +7 +0.2%
JCIA
2819
Jackson Creek Investment Advisors
Colorado
$456K -$3.08K -25 -0.7%
IW
2820
Instrumental Wealth
Florida
$456K +$34.4K +279 +8%
TCOO
2821
Trust Company of Oklahoma
Oklahoma
$456K -$3.94K -32 -0.9%
TAM
2822
Taurus Asset Management
New York
$455K +$18K +146 +4%
SWG
2823
Summit Wealth Group
Vermont
$455K +$370 +3 +0.1%
SWM
2824
Sterling Wealth Management
Illinois
$454K
PCM
2825
Prelude Capital Management
New York
$454K -$1.37M -11,108 -76%