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Name Holding Trade Value Shares
Change
Change in
Stake
PCG
1926
Private Capital Group
Connecticut
$713K -$73.3K -920 -9%
ANBT
1927
American National Bank & Trust
Texas
$712K -$763K -9,577 -51%
AMCA
1928
Arthur M. Cohen & Associates
Illinois
$711K -$159K -1,990 -18%
PTB
1929
Pioneer Trust Bank
Oregon
$707K -$87.6K -1,100 -11%
SCG
1930
Sonata Capital Group
Washington
$707K +$159 +2 +0%
FFG
1931
Frisch Financial Group
New York
$704K +$36.4K +457 +5%
HWA
1932
Heartwood Wealth Advisors
Virginia
$702K +$35.3K +443 +5%
CWP
1933
Concord Wealth Partners
Virginia
$702K +$453K +5,682 +163%
DW
1934
Domani Wealth
Pennsylvania
$700K +$3.98K +50 +0.6%
RWB
1935
RMR Wealth Builders
New Jersey
$699K +$229K +2,875 +47%
WW
1936
Westshore Wealth
California
$696K +$33.6K +422 +5%
LIA
1937
LBMC Investment Advisors
Tennessee
$696K +$543K +6,815 +301%
CCA
1938
Childress Capital Advisors
Texas
$691K -$189K -2,372 -21%
TIA
1939
Tiemann Investment Advisors
California
$689K +$65.7K +825 +10%
PWA
1940
Providence Wealth Advisors
Illinois
$685K
JWA
1941
JFS Wealth Advisors
Pennsylvania
$685K +$95.9K +1,204 +16%
CAMG
1942
CWA Asset Management Group
Florida
$684K -$102K -1,284 -13%
FMB
1943
Field & Main Bank
Kentucky
$684K +$2.79K +35 +0.4%
OCG
1944
Opus Capital Group
Ohio
$684K +$11K +138 +2%
CIAS
1945
CFS Investment Advisory Services
New Jersey
$683K +$250K +3,136 +60%
AWMT
1946
AAFMAA Wealth Management & Trust
North Carolina
$682K
AC
1947
Addison Capital
Pennsylvania
$682K +$226K +2,838 +47%
MIM
1948
MTM Investment Management
South Carolina
$681K -$29.9K -375 -4%
ATC
1949
Adirondack Trust Company
New York
$681K +$2.39K +30 +0.3%
SXL
1950
Summit X LLC
Missouri
$680K -$4.38K -55 -0.6%