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Name Holding Trade Value Shares
Change
Change in
Stake
DC
1526
DeDora Capital
California
$622K +$178K +2,799 +44%
CCM
1527
Cox Capital Management
Massachusetts
$621K
OA
1528
Oxbow Advisors
Texas
$620K -$128K -2,013 -18%
VIA
1529
Vantage Investment Advisors
Pennsylvania
$618K +$37.7K +591 +7%
AEPG
1530
American Economic Planning Group
New Jersey
$618K +$131K +2,059 +29%
NB
1531
Nicolet Bankshares
Wisconsin
$612K -$11.8K -186 -2%
BBI
1532
Baxter Bros Inc
Connecticut
$610K -$33.3K -523 -5%
AWM
1533
Avior Wealth Management
Nebraska
$610K -$18.3K -288 -3%
EWM
1534
Endurance Wealth Management
Rhode Island
$605K
HCC
1535
Hirtle Callaghan & Co
Pennsylvania
$603K
ACM
1536
Argent Capital Management
Missouri
$603K +$568K +8,908 New
ACS
1537
Archford Capital Strategies
Illinois
$602K +$25K +392 +5%
BFG
1538
Beacon Financial Group
Texas
$601K +$319 +5 +0.1%
CPC
1539
Congress Park Capital
New York
$594K +$64 +1 +0%
RIS
1540
Retirement Income Solutions
Michigan
$588K +$51.7K +812 +10%
OIA
1541
OneDigital Investment Advisors
Kansas
$588K +$125K +1,957 +29%
OFW
1542
Omnia Family Wealth
Florida
$584K
TMAM
1543
Tokio Marine Asset Management
Japan
$582K -$238K -3,742 -30%
FDS
1544
First Dallas Securities
Texas
$581K +$64 +1 +0%
RIA
1545
Regal Investment Advisors
Michigan
$580K +$293K +4,603 +116%
IWC
1546
Integrated Wealth Concepts
Massachusetts
$579K +$17.6K +276 +3%
CHC
1547
City Holding Co
West Virginia
$578K -$11.7K -183 -2%
PBO
1548
Peoples Bank (Ohio)
Ohio
$575K -$19K -299 -3%
DW
1549
Domani Wealth
Pennsylvania
$574K
MWPCG
1550
Measured Wealth Private Client Group
New Hampshire
$574K