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Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
2101
Summit Financial Wealth Advisors
Louisiana
$955K -$6.49M -62,998 -87%
ONST
2102
Old North State Trust
North Carolina
$954K +$71K +689 +8%
GC
2103
Gilbert & Cook
Iowa
$951K -$16K -155 -2%
GF
2104
Gries Financial
Ohio
$951K +$28.7K +278 +3%
CF
2105
Convergence Financial
Missouri
$951K +$89.8K +871 +10%
FAM
2106
Fred Alger Management
New York
$951K -$3.42M -33,128 -78%
KA
2107
Klingman & Associates
New York
$951K +$4.64K +45 +0.5%
WG
2108
Wealth Group
North Carolina
$948K +$29.6K +287 +3%
CA
2109
Capital Advantage
California
$948K +$982K +9,527 New
KTC
2110
Kentucky Trust Company
Kentucky
$944K +$979K +9,492 New
AC
2111
Apella Capital
Connecticut
$942K +$43.6K +423 +5%
FBFS
2112
First Business Financial Services
Wisconsin
$942K +$59.2K +574 +6%
IFWM
2113
Institute for Wealth Management
Colorado
$942K -$6.08K -59 -0.6%
BWP
2114
Barlow Wealth Partners
Kentucky
$942K -$259K -2,509 -21%
TSS
2115
Two Sigma Securities
New York
$940K -$875K -8,489 -47%
LMKC
2116
L.M. Kohn & Company
Ohio
$939K -$63.1K -612 -6%
WSCM
2117
Wellington Shields Capital Management
New York
$938K +$15M +145,250 +1,220%
PWAM
2118
Pinnacle West Asset Management
Wyoming
$938K -$5.16K -50 -0.5%
CPIA
2119
Cornell Pochily Investment Advisors
New York
$937K +$60.3K +585 +7%
TBNY
2120
Trustco Bank (New York)
New York
$937K -$64.6K -627 -6%
RRA
2121
Round Rock Advisors
Connecticut
$936K +$9.9K +96 +1%
CCA
2122
Cypress Capital Advisors
Tennessee
$936K +$970K +9,410 New
SCM
2123
Seascape Capital Management
New Hampshire
$936K -$38.2K -371 -4%
KFA
2124
Kapstone Financial Advisors
Ohio
$930K -$44.6K -433 -4%
WF
2125
WinCap Financial
Massachusetts
$930K +$963K +9,344 New