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Name Holding Trade Value Shares
Change
Change in
Stake
BCG
1901
Breakwater Capital Group
New Jersey
$1.37M -$207K -1,765 -14%
PC
1902
Payne Capital
Oregon
$1.37M – – –
DA
1903
Dover Advisors
Virginia
$1.37M +$170K +1,456 +13%
VWM
1904
Venturi Wealth Management
Texas
$1.36M +$58.8K +502 +5%
SFWA
1905
Summit Financial Wealth Advisors
Louisiana
$1.36M +$88.3K +754 +8%
RPCONE
1906
Retirement Planning Company of New England
Rhode Island
$1.36M +$3.63K +31 +0.3%
ACG
1907
Allen Capital Group
Nebraska
$1.36M -$3.04K -26 -0.2%
MEG
1908
Millstone Evans Group
Colorado
$1.36M -$353K -3,017 -22%
WAS
1909
Westco Advisory Services
New York
$1.36M -$38.4K -328 -3%
WA
1910
WBH Advisory
Maryland
$1.36M -$48.3K -413 -4%
LWM
1911
Langley Wealth Management
Mississippi
$1.36M +$1.23M +10,546 New
MPWS
1912
McCarter Private Wealth Services
Massachusetts
$1.35M +$41.9K +358 +4%
CFS
1913
CRA Financial Services
New Jersey
$1.35M +$15.9K +136 +1%
CA
1914
Crewe Advisors
Utah
$1.35M +$77.8K +665 +7%
MMHP
1915
Murphy Middleton Hinkle & Parker
Georgia
$1.35M +$1.05K +9 +0.1%
SI
1916
Severin Investments
Missouri
$1.34M -$165K -1,409 -12%
KA
1917
Klingman & Associates
New York
$1.34M +$19.4K +166 +2%
WIA
1918
Westbourne Investment Advisors
Maryland
$1.34M +$23.4K +200 +2%
GHAM
1919
Gilman Hill Asset Management
Connecticut
$1.34M -$46.8K -400 -4%
HAM
1920
Hedges Asset Management
Nevada
$1.34M +$1.22M +10,450 New
SRC
1921
Sage Rhino Capital
California
$1.34M +$3.98K +34 +0.3%
UIM
1922
Unified Investment Management
Georgia
$1.34M +$35.8K +306 +3%
TCOTS
1923
Trust Company of the South
North Carolina
$1.34M -$15.6K -133 -1%
ARC
1924
Advisor Resource Council
Texas
$1.34M +$282K +2,407 +29%
OMIC
1925
Old Mission Investment Co
Michigan
$1.34M -$1.17K -10 -0.1%