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Name Holding Trade Value Shares
Change
Change in
Stake
DAS
1401
Dynamic Advisor Solutions
Arizona
$455K +$9.09K +162 +2%
BFG
1402
Beacon Financial Group
Texas
$452K
JPTCCM
1403
J.P. Turner & Co Capital Management
Georgia
$452K +$45.7K +814 +11%
JWBC
1404
J.W. Burns & Co
New York
$451K +$561 +10 +0.1%
GC
1405
Grimes & Company
Massachusetts
$450K -$36.3K -647 -7%
ST
1406
Sabal Trust
Florida
$448K +$40.3K +718 +10%
AIM
1407
Aspen Investment Management
Michigan
$445K
RWA
1408
River Wealth Advisors
Pennsylvania
$444K -$33K -589 -7%
CPA
1409
Capital Planning Advisors
California
$444K +$20.5K +366 +5%
VHAM
1410
Van Hulzen Asset Management
California
$443K -$87.9K -1,568 -16%
IT
1411
Investors Trust
Texas
$442K
BRM
1412
Boston Research & Management
Massachusetts
$441K -$5.89K -105 -1%
FM
1413
Foster & Motley
Ohio
$440K -$38K -677 -8%
OWP
1414
Obermeyer Wealth Partners
Colorado
$440K +$58.8K +1,048 +15%
HEIP
1415
Hudson Edge Investment Partners
New Jersey
$438K
WCM
1416
Windsor Capital Management
Arizona
$436K +$63.3K +1,128 +16%
ZAM
1417
Zevin Asset Management
Massachusetts
$435K +$5.89K +105 +1%
AF
1418
Aldebaran Financial
$434K +$449 +8 +0.1%
TDC
1419
Thompson Davis & Co
Virginia
$434K +$245K +4,373 +121%
FIB
1420
First Interstate Bank
Montana
$430K -$9.7K -173 -2%
BC
1421
Banced Corp
Illinois
$430K +$102K +1,813 +30%
NBC
1422
Neuberger Berman Canada
Ontario, Canada
$424K -$6.67K -119 -2%
VWM
1423
Vector Wealth Management
Minnesota
$424K +$31.8K +567 +8%
PTB
1424
Pioneer Trust Bank
Oregon
$419K -$10.7K -191 -2%
FWM
1425
Focused Wealth Management
New York
$417K -$209K -3,728 -33%