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Name Holding Trade Value Shares
Change
Change in
Stake
LOIM
1926
Liberty One Investment Management
Illinois
$13.1M +$101K +311 +0.8%
AC
1927
Avestar Capital
New York
$13.1M +$437K +1,347 +4%
RFMS
1928
RWQ Financial Management Services
Florida
$13M -$214K -659 -2%
FPFS
1929
First Personal Financial Services
North Carolina
$13M +$140K +432 +1%
CL
1930
Choreo LLC
Illinois
$13M -$51.9K -160 -0.4%
CCM
1931
Corsair Capital Management
New York
$13M -$361K -1,112 -3%
TCOO
1932
Trust Company of Oklahoma
Oklahoma
$12.9M -$584K -1,800 -4%
AT
1933
American Trust
Kentucky
$12.9M +$12.4M +38,293 New
KP
1934
Keel Point
Alabama
$12.9M +$6.16K +19 +0%
PWPS
1935
Pinnacle Wealth Planning Services
Ohio
$12.9M +$786K +2,425 +7%
JEST
1936
JTC Employer Solutions Trustee
Jersey
$12.8M +$6.15M +18,954 +99%
BWM
1937
BerganKDV Wealth Management
Minnesota
$12.8M +$240K +740 +2%
WAOTB
1938
Wealth Advisors of Tampa Bay
Florida
$12.8M +$6.24M +19,253 +103%
KNW
1939
Kesler Norman & Wride
Utah
$12.7M +$18.5K +57 +0.2%
SBL
1940
Sargent Bickham Lagudis
Colorado
$12.7M +$417K +1,286 +4%
SIG
1941
Sargent Investment Group
Maryland
$12.7M -$369K -1,139 -3%
BAS
1942
Brown Advisory Securities
Maryland
$12.7M -$7.6M -23,451 -38%
SWM
1943
Soundmark Wealth Management
Washington
$12.7M -$10M -30,873 -45%
JGUA
1944
John G. Ullman & Associates
New York
$12.6M -$152K -468 -1%
HCA
1945
Horan Capital Advisors
Ohio
$12.6M +$275K +848 +2%
WCM
1946
Whitener Capital Management
North Carolina
$12.6M +$288K +889 +2%
EWM
1947
Endurance Wealth Management
Rhode Island
$12.6M -$90.8K -280 -0.7%
WTA
1948
Washington Trust Advisors
Massachusetts
$12.6M +$12.1M +37,407 New
VBFG
1949
Vishria Bird Financial Group
Tennessee
$12.6M +$141K +434 +1%
STB
1950
S&T Bank
Pennsylvania
$12.6M -$301K -929 -2%