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Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
1426
Focus Partners Advisor Solutions
Missouri
$1.55M -$596K -40,630 -28%
ZIMP
1427
Zimmermann Investment Management & Planning
Pennsylvania
$1.54M -$45.3K -3,090 -3%
RA
1428
Rockingstone Advisors
Massachusetts
$1.54M +$1.55M +105,440 New
SAM
1429
S.A. Mason
Michigan
$1.53M -$32.3K -2,200 -2%
SP
1430
Successful Portfolios
Florida
$1.53M +$27.4K +1,870 +2%
PFWA
1431
Paces Ferry Wealth Advisors
Georgia
$1.53M -$26K -1,770 -2%
DCM
1432
Dudley Capital Management
Virginia
$1.53M +$1.53M +104,640 New
TCOT
1433
Trust Company of Toledo
Ohio
$1.53M +$23.8K +1,620 +2%
CPWA
1434
Cerro Pacific Wealth Advisors
California
$1.52M -$223K -15,190 -13%
TWM
1435
Tradition Wealth Management
Minnesota
$1.52M -$32.4K -2,210 -2%
WP
1436
WealthSource Partners
California
$1.52M -$394K -26,890 -21%
DL
1437
DOHJ LLC
Washington
$1.52M +$97.4K +6,640 +7%
DWM
1438
Destination Wealth Management
California
$1.51M -$82.3K -5,610 -5%
TWA
1439
Trellis Wealth Advisors
California
$1.5M +$1.51M +102,780 New
WA
1440
Wealth Alliance
New York
$1.5M +$597K +40,700 +66%
EBWM
1441
Eagle Bluffs Wealth Management
Missouri
$1.5M +$105K +7,150 +7%
BFO
1442
Boston Family Office
Massachusetts
$1.5M +$84.6K +5,770 +6%
CWA
1443
Canvas Wealth Advisors
Kansas
$1.5M +$42.8K +2,920 +4%
HH
1444
Hilltop Holdings
Texas
$1.49M +$30.7K +2,090 +2%
FHC
1445
First Heartland Consultants
Missouri
$1.49M +$2.64K +180 +0.2%
WCM
1446
Whitener Capital Management
North Carolina
$1.48M -$461K -31,400 -24%
RCA
1447
Ranch Capital Advisors
Florida
$1.48M -$9.83K -670 -0.7%
GCP
1448
GSA Capital Partners
United Kingdom
$1.48M +$1.49M +101,390 New
EFG
1449
Everhart Financial Group
Ohio
$1.48M +$1.03M +70,560 +182%
BOH
1450
Bank of Hawaii
Hawaii
$1.48M +$247K +16,870 +20%