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Name Holding Trade Value Shares
Change
Change in
Stake
MFG
1926
Monumental Financial Group
Maryland
$1.21M +$1.11M +10,869 New
FHC
1927
First Heartland Consultants
Missouri
$1.2M -$1.16M -11,379 -51%
DWM
1928
Drive Wealth Management
Utah
$1.2M +$711K +6,952 +182%
PC
1929
Port Capital
Illinois
$1.2M -$25K -245 -2%
BCMO
1930
Buckingham Capital Management (Ohio)
Ohio
$1.2M -$165K -1,613 -13%
BFG
1931
Berger Financial Group
Minnesota
$1.2M -$167K -1,632 -13%
WAG
1932
Winthrop Advisory Group
Massachusetts
$1.2M +$275K +2,689 +34%
WSCM
1933
Wellington Shields Capital Management
New York
$1.2M
LA
1934
Legacy Advisors
Pennsylvania
$1.19M -$23.8K -233 -2%
CRI
1935
Colonial River Investments
Virginia
$1.19M +$110K +1,079 +11%
CA
1936
Claro Advisors
Massachusetts
$1.19M +$254K +2,488 +30%
HWA
1937
Heartwood Wealth Advisors
Virginia
$1.19M -$185K -1,805 -14%
SFFS
1938
Stonehage Fleming Financial Services
Jersey
$1.19M +$344K +3,367 +46%
WI
1939
WrapManager Inc
California
$1.19M -$278K -2,719 -20%
PWS
1940
Peterson Wealth Services
Utah
$1.19M +$98.1K +960 +10%
MFA
1941
Millington Financial Advisors
Illinois
$1.18M +$1.09M +10,679 New
BEAM
1942
Baker Ellis Asset Management
Washington
$1.18M
ZIG
1943
Zullo Investment Group
Pennsylvania
$1.18M +$8.69K +85 +0.8%
CCP
1944
Clarkston Capital Partners
Michigan
$1.18M -$174K -1,706 -14%
SFI
1945
SPC Financial Inc
Maryland
$1.18M +$57.5K +563 +6%
TBNY
1946
Trustco Bank (New York)
New York
$1.17M
SRC
1947
Sage Rhino Capital
California
$1.17M +$2.45K +24 +0.2%
FWM
1948
Forza Wealth Management
Florida
$1.17M +$1.08M +10,544 New
SFS
1949
Stiles Financial Services
Minnesota
$1.17M +$85.6K +837 +9%
CBA
1950
Coastal Bridge Advisors
Connecticut
$1.17M +$2.56K +25 +0.2%