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Name Holding Trade Value Shares
Change
Change in
Stake
VAG
1601
VisionPoint Advisory Group
Texas
$2.09M +$74.4K +717 +4%
OBWG
1602
Onyx Bridge Wealth Group
New York
$2.09M +$8.62K +83 +0.4%
SC
1603
Sawyer & Company
Massachusetts
$2.08M -$33.7K -325 -2%
DCM
1604
Dudley Capital Management
Virginia
$2.08M -$32.1K -309 -2%
MHS
1605
M Holdings Securities
Oregon
$2.08M +$345K +3,322 +21%
SIM
1606
Stratos Investment Management
Ohio
$2.07M +$4.88K +47 +0.2%
FCBT
1607
First Citizens Bank & Trust
North Carolina
$2.06M -$86.6K -834 -4%
PFBT
1608
Parkside Financial Bank & Trust
Missouri
$2.06M +$265K +2,556 +16%
AF
1609
Apexium Financial
Texas
$2.06M +$105K +1,011 +6%
GA
1610
Geller Advisors
New York
$2.06M -$75.6K -728 -4%
LA
1611
Legacy Advisors
Pennsylvania
$2.06M -$85.8K -827 -4%
EFSCE
1612
Enterprise Financial Services Corp (EFSC)
Missouri
$2.06M -$14.6K -141 -0.7%
QPWM
1613
Quadrant Private Wealth Management
Pennsylvania
$2.05M +$171K +1,643 +10%
HR
1614
Howe & Rusling
New York
$2.04M +$44.7K +431 +2%
CWM
1615
Cordatus Wealth Management
Pennsylvania
$2.04M -$34.4K -331 -2%
KCM
1616
Kendall Capital Management
Maryland
$2.03M -$42K -405 -2%
TIM
1617
Thompson Investment Management
Wisconsin
$2.02M
PPW
1618
Parcion Private Wealth
Washington
$2.02M -$12.8K -123 -0.7%
FDS
1619
First Dallas Securities
Texas
$2.02M +$612K +5,896 +47%
AL
1620
Aspiriant LLC
California
$2.01M +$16.7K +161 +0.9%
PWS
1621
Peterson Wealth Services
Utah
$2.01M +$751K +7,232 +65%
KCM
1622
Kanawha Capital Management
Virginia
$2M -$374K -3,607 -16%
SOAMC
1623
Spirit of America Management Corp
New York
$2M
WCM
1624
Windsor Capital Management
Arizona
$2M -$16.7K -161 -0.9%
AIA
1625
Affinity Investment Advisors
California
$2M -$456K -4,397 -19%