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NOW

Name Holding Trade Value Shares
Change 		Change in
Stake
SG
1226
Somerset Group
Minnesota
$905K +$1.1M +5,685 New
MFP
1227
Meridian Financial Partners
Virginia
$904K -$11.6K -60 -1%
RCAG
1228
Rehmann Capital Advisory Group
Michigan
$904K -$119K -615 -10%
EWA
1229
EverSource Wealth Advisors
Alabama
$901K +$81K +420 +8%
SOAMC
1230
Spirit of America Management Corp
New York
$900K – – –
DIM
1231
Delta Investment Management
California
$898K +$75.2K +390 +7%
MMCM
1232
Murphy & Mullick Capital Management
New York
$896K +$27K +140 +3%
AIM
1233
Aigen Investment Management
New York
$895K +$1.08M +5,620 New
GWMR
1234
GC Wealth Management RIA
Massachusetts
$894K -$235K -1,220 -18%
TI
1235
TrueMark Investments
Illinois
$894K -$77.1K -400 -7%
DL
1236
DOHJ LLC
Washington
$893K -$259K -1,345 -19%
APC
1237
Aspire Private Capital
North Carolina
$891K +$92.5K +480 +9%
ANBT
1238
American National Bank & Trust
Texas
$888K +$185K +960 +21%
MAM
1239
Milestone Asset Management
Pennsylvania
$888K +$393K +2,040 +58%
BFPW
1240
BOK Financial Private Wealth
Colorado
$887K -$51.1K -265 -5%
HCM
1241
Howard Capital Management
Georgia
$884K -$163K -845 -13%
SWM
1242
Shelton Wealth Management
Texas
$880K -$54K -280 -5%
LB
1243
Legacy Bridge
Iowa
$877K +$50.1K +260 +5%
ECA
1244
Elevated Capital Advisors
Utah
$875K -$44.3K -230 -4%
SVWAG
1245
Sound View Wealth Advisors Group
Georgia
$875K +$40.5K +210 +4%
TCOV
1246
Trust Company of Vermont
Vermont
$874K +$6.75K +35 +0.6%
GWM
1247
Greenwich Wealth Management
Connecticut
$865K +$3.85K +20 +0.4%
PCG
1248
Prosperity Consulting Group
Maryland
$864K +$27.9K +145 +3%
MIA
1249
MMBG Investment Advisors
Florida
$864K +$1.05M +5,425 New
SW
1250
SVB Wealth
Massachusetts
$862K -$476K -2,470 -31%
48 49
50
51 52