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Name Holding Trade Value Shares
Change
Change in
Stake
BC
1876
Bowman & Company
Wisconsin
$888K +$160K +2,024 +23%
FFN
1877
Focus Financial Network
Minnesota
$887K -$1.04M -13,219 -55%
MLA
1878
My Legacy Advisors
Oregon
$885K +$851K +10,791 New
WSCM
1879
Wellington Shields Capital Management
New York
$884K -$631K -8,000 -43%
BW
1880
Bison Wealth
Georgia
$877K -$26.1K -331 -3%
ATC
1881
Adirondack Trust Company
New York
$876K +$140K +1,780 +20%
SIC
1882
Sterling Investment Counsel
New York
$875K +$186K +2,357 +28%
NAS
1883
Nicolet Advisory Services
Wisconsin
$873K +$10.2K +130 +1%
RIG
1884
Renaissance Investment Group
Massachusetts
$872K -$124K -1,579 -14%
KLCM
1885
KG&L Capital Management
Louisiana
$872K -$788 -10 -0.1%
MPCG
1886
Matrix Private Capital Group
New York
$871K -$36.3K -461 -4%
DG
1887
DMC Group
Alabama
$870K -$16.7K -212 -2%
SFM
1888
Signet Financial Management
New Jersey
$870K +$53.3K +676 +7%
TPWM
1889
Twelve Points Wealth Management
Massachusetts
$868K +$6.39K +81 +0.8%
CWM
1890
Cedar Wealth Management
California
$862K -$484K -6,135 -37%
TF
1891
TLWM Financial
Texas
$861K +$60.6K +768 +8%
FWC
1892
First Washington Corp
Washington
$860K
WWM
1893
Windsor Wealth Management
Indiana
$860K +$16.7K +212 +2%
SRC
1894
Sage Rhino Capital
California
$859K +$3.78K +48 +0.5%
GA
1895
GoalVest Advisory
New York
$859K +$825K +10,467 New
ZIG
1896
Zullo Investment Group
Pennsylvania
$858K +$24.2K +307 +3%
APC
1897
Aspire Private Capital
North Carolina
$858K +$175K +2,216 +27%
OR
1898
Olympiad Research
Connecticut
$858K +$237K +3,000 +40%
ACM
1899
Argent Capital Management
Missouri
$857K
CBA
1900
Coastal Bridge Advisors
Connecticut
$857K +$710 +9 +0.1%