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Name Holding Trade Value Shares
Change
Change in
Stake
MPPW
1926
Mitchell & Pahl Private Wealth
Oklahoma
$866K -$6.34K -77 -0.7%
RWP
1927
Ridgecrest Wealth Partners
California
$866K +$82 +1 +0%
UIM
1928
Unified Investment Management
Georgia
$865K +$11.4K +139 +1%
PWM
1929
Prentice Wealth Management
New York
$865K +$73.4K +891 +9%
FDCP
1930
Foster Dykema Cabot & Partners
Massachusetts
$864K +$64.2K +779 +8%
QFW
1931
QTR Family Wealth
Florida
$863K +$325K +3,945 +62%
AAM
1932
Aureus Asset Management
Massachusetts
$862K -$141K -1,707 -14%
SWK
1933
Stephen W. Kidder
$861K +$121K +1,475 +17%
HPIA
1934
Hamilton Point Investment Advisors
North Carolina
$860K
ACG
1935
Allen Capital Group
Nebraska
$860K -$9.06K -110 -1%
KA
1936
Klingman & Associates
New York
$855K +$33.6K +408 +4%
WA
1937
WBH Advisory
Maryland
$855K -$33.6K -408 -4%
FWM
1938
Forefront Wealth Management
Pennsylvania
$853K
BOJHT
1939
Bank of Jackson Hole Trust
Wyoming
$852K +$61K +741 +8%
NME
1940
Notis-McConarty Edward
$852K -$16.5K -200 -2%
FWC
1941
First Washington Corp
Washington
$850K
PFA
1942
Plotkin Financial Advisors
Maryland
$848K
CBT
1943
CoreFirst Bank & Trust
Kansas
$848K +$15.2K +185 +2%
FWA
1944
FSM Wealth Advisors
Ohio
$844K +$97.8K +1,188 +13%
GWM
1945
Graybill Wealth Management
Illinois
$843K
GS
1946
GTS Securities
Florida
$842K -$235K -2,852 -22%
AFAS
1947
Acorn Financial Advisory Services
Virginia
$839K +$3.46K +42 +0.4%
HPBT
1948
Hickory Point Bank & Trust
Illinois
$836K -$16.7K -203 -2%
GWANC
1949
Guardian Wealth Advisors (North Carolina)
North Carolina
$836K +$1.32K +16 +0.2%
PFGIA
1950
Patriot Financial Group Insurance Agency
Massachusetts
$836K -$391K -4,744 -32%