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Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
1951
Patriot Financial Group Insurance Agency
Massachusetts
$874K -$14.2K -159 -2%
TG
1952
TCW Group
California
$874K
FCAG
1953
First Capital Advisors Group
New Jersey
$874K +$42.5K +476 +5%
ACM
1954
Ategra Capital Management
Virginia
$874K -$1.17M -13,127 -56%
GI
1955
Gradient Investments
Minnesota
$870K +$15.8K +177 +2%
SIC
1956
Sterling Investment Counsel
New York
$869K -$24.6K -276 -3%
HWP
1957
Highline Wealth Partners
California
$869K +$900K +10,087 New
PBO
1958
Peoples Bank (Ohio)
Ohio
$866K -$18.9K -212 -2%
PP
1959
Patron Partners
Texas
$866K -$7.32K -82 -0.8%
SFI
1960
SPC Financial Inc
Maryland
$866K +$45.4K +509 +5%
FCM
1961
Fourpath Capital Management
Oklahoma
$865K -$287K -3,213 -24%
TWP
1962
Tempus Wealth Planning
California
$865K +$157K +1,760 +21%
BFA
1963
Bill Few Associates
Pennsylvania
$864K -$17.9K -201 -2%
SFS
1964
Summit Financial Strategies
Ohio
$864K +$268K +3,001 +43%
LFM
1965
Lumina Fund Management
New York
$861K
PAWC
1966
P.A.W. Capital
Connecticut
$861K
GWA
1967
Gibson Wealth Advisors
Texas
$861K +$174K +1,950 +24%
CA
1968
Continental Advisors
Utah
$858K
CFO
1969
CVA Family Office
Colorado
$858K +$192K +2,148 +28%
FCFC
1970
First Commonwealth Financial Corp
Pennsylvania
$857K +$45.3K +508 +5%
HCWM
1971
Harrison & Co Wealth Management
Virginia
$855K -$63K -706 -7%
NA
1972
Navellier & Associates
Nevada
$855K -$42K -470 -5%
MMG
1973
Monetary Management Group
Missouri
$855K
MFC
1974
Mechanics Financial Corp
Ohio
$854K +$3.75K +42 +0.4%
GWS
1975
Glassman Wealth Services
Virginia
$854K +$21.2K +238 +2%