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Name Holding Trade Value Shares
Change
Change in
Stake
FI
1726
Financial Insights
Washington
$15.4M +$69.8K +232 +0.5%
UC
1727
Unio Capital
New Jersey
$15.3M -$445K -1,479 -3%
GWS
1728
Glassman Wealth Services
Virginia
$15.3M +$17.8K +59 +0.1%
BWAM
1729
Boyd Watterson Asset Management
Ohio
$15.3M +$140K +464 +0.9%
MIG
1730
McGuire Investment Group
Rhode Island
$15.3M -$7.52K -25 -0.1%
CCT
1731
Capital City Trust
Florida
$15.3M -$62.3K -207 -0.4%
OPTFSNA
1732
Old Point Trust & Financial Services N A
Virginia
$15.3M -$477K -1,586 -3%
BCB
1733
Brian C. Broderick
$15.2M +$125K +415 +0.8%
EIM
1734
Ervin Investment Management
Washington
$15.2M -$463K -1,538 -3%
AT
1735
American Trust
Kentucky
$15.2M +$3.33M +11,060 +29%
BWM
1736
Bulltick Wealth Management
Florida
$15.2M +$451K +1,500 +3%
ACA
1737
Atlas Capital Advisors
Wyoming
$15.1M +$42.1K +140 +0.3%
WF
1738
Wayfinding Financial
Washington
$15.1M +$111K +369 +0.7%
HWM
1739
Hohimer Wealth Management
Washington
$15.1M +$159K +529 +1%
TPWA
1740
TRUE Private Wealth Advisors
Oregon
$15.1M +$299K +993 +2%
CAM
1741
Cypress Asset Management
Texas
$15.1M -$1.87M -6,222 -11%
GLA
1742
Good Life Advisors
Pennsylvania
$15.1M -$778K -2,587 -5%
ISB
1743
Iowa State Bank
Iowa
$15.1M -$739K -2,455 -5%
SLG
1744
Stanley-Laman Group
Pennsylvania
$15.1M -$119K -396 -0.8%
CWM
1745
Circle Wealth Management
New Jersey
$15.1M -$204K -677 -1%
SWA
1746
Stratos Wealth Advisors
Ohio
$15.1M +$551K +1,832 +4%
RC
1747
Resonate Capital
California
$15M +$1.39M +4,632 +10%
WTFG
1748
Wells Trecaso Financial Group
Ohio
$15M +$122K +405 +0.8%
WAS
1749
Winch Advisory Services
Wisconsin
$15M -$641K -2,130 -4%
CFGS
1750
Concourse Financial Group Securities
Alabama
$15M -$3.79M -12,587 -21%