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Name Holding Trade Value Shares
Change
Change in
Stake
LOIP
1626
Live Oak Investment Partners
Texas
$1.93M
AA
1627
Auxano Advisors
Washington
$1.93M
OC
1628
Oakworth Capital
Alabama
$1.93M -$162K -1,580 -8%
DCM
1629
Dudley Capital Management
Virginia
$1.93M +$1.77M +17,357 New
RMC
1630
Resources Management Corp
Connecticut
$1.92M -$1.02K -10 -0.1%
AT
1631
American Trust
Kentucky
$1.92M +$132K +1,289 +8%
AWA
1632
Arkadios Wealth Advisors
Georgia
$1.92M +$31.1K +304 +2%
AFG
1633
AFS Financial Group
Maryland
$1.91M +$1.76M +17,250 New
PWM
1634
PBMares Wealth Management
Virginia
$1.91M -$25.6K -250 -1%
FHB
1635
First Hawaiian Bank
Hawaii
$1.91M +$184K +1,797 +12%
AIM
1636
Acropolis Investment Management
Missouri
$1.9M +$1.75M +17,124 New
NCM
1637
NCM Capital Management
New Jersey
$1.9M
WP
1638
WMS Partners
Maryland
$1.9M -$81.4K -796 -4%
LSA
1639
Leonteq Securities AG
Switzerland
$1.9M -$1.3M -12,754 -43%
GDP
1640
Great Diamond Partners
Maine
$1.89M -$24.2K -237 -1%
PWPS
1641
Pinnacle Wealth Planning Services
Ohio
$1.89M +$163K +1,590 +10%
RIA
1642
Realta Investment Advisors
Delaware
$1.89M +$15.1K +148 +0.9%
BEC
1643
Blue Edge Capital
Virginia
$1.89M
HI
1644
Hendershot Investments
Virginia
$1.88M
ES
1645
Eagle Strategies
New York
$1.88M +$33K +323 +2%
PCP
1646
Proficio Capital Partners
Massachusetts
$1.88M +$15.9K +156 +0.9%
PPW
1647
Parcion Private Wealth
Washington
$1.88M
NHC
1648
Nicholas Hoffman & Company
Georgia
$1.88M +$613 +6 +0%
SLFPAM
1649
St. Louis Financial Planners Asset Management
Missouri
$1.87M +$1.73M +16,888 New
RIA
1650
Richwood Investment Advisors
Ohio
$1.87M +$17K +166 +1%