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Name Holding Trade Value Shares
Change 		Change in
Stake
EGA
1926
E&G Advisors
Texas
$694K +$11.7K +620 +1%
GWS
1927
Glassman Wealth Services
Virginia
$693K +$51.3K +2,720 +6%
WI
1928
WrapManager Inc
California
$692K -$119K -6,280 -12%
MPCG
1929
Matrix Private Capital Group
New York
$688K -$2.64K -140 -0.3%
BHIA
1930
Birch Hill Investment Advisors
Massachusetts
$688K +$115K +6,100 +16%
BWM
1931
Biltmore Wealth Management
Arizona
$687K +$8.49K +450 +1%
TNAM
1932
Terra Nova Asset Management
New York
$687K +$86.1K +4,560 +11%
AHIA
1933
Andrew Hill Investment Advisors
Florida
$686K -$429K -22,720 -33%
MSS
1934
Mitchell Sinkler & Starr
Pennsylvania
$685K – – –
VWM
1935
Venturi Wealth Management
Texas
$684K -$176K -9,350 -17%
NC
1936
NovaPoint Capital
Georgia
$684K +$29.6K +1,570 +4%
RPC
1937
Rossmore Private Capital
Connecticut
$683K +$56.6K +3,000 +7%
FNA
1938
First National Advisers
Nebraska
$683K +$850K +45,060 New
MWM
1939
Mattern Wealth Management
Kansas
$682K +$69.8K +3,700 +9%
ACM
1940
Ascendant Capital Management
California
$682K +$849K +45,000 New
CCI
1941
Credit Capital Investments
New Jersey
$682K +$849K +45,000 New
PWMG
1942
Prestige Wealth Management Group
New Jersey
$681K -$11.3K -600 -1%
ZF
1943
Zhang Financial
Michigan
$680K +$12.5K +660 +1%
PSP
1944
Principal Street Partners
Tennessee
$680K +$81.3K +4,310 +11%
Q
1945
QVR
California
$680K +$847K +44,890 New
SIAP
1946
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$679K +$363K +19,250 +75%
CWC
1947
Carolinas Wealth Consulting
North Carolina
$678K -$22.8K -1,210 -3%
BO
1948
BRR OpCo
Ohio
$678K +$25.5K +1,350 +3%
NF
1949
NTB Financial
Colorado
$678K +$608K +32,220 +258%
GSB
1950
Greenfield Savings Bank
Massachusetts
$676K +$842K +44,600 New
76 77
78
79 80