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Name Holding Trade Value Shares
Change
Change in
Stake
BC
901
Burney Company
Virginia
$664K +$17.7K +173 +3%
EH
902
Equitable Holdings
New York
$662K +$44.5K +435 +7%
VCP
903
Verus Capital Partners
Arizona
$661K +$65.7K +642 +11%
SCM
904
Stevens Capital Management
Pennsylvania
$661K +$673K +6,583 New
MA
905
MKT Advisors
California
$661K -$21.4K -209 -3%
ABLA
906
Alan B. Lancz & Associates
Ohio
$659K -$123K -1,200 -15%
FWA
907
Flagship Wealth Advisors
Massachusetts
$658K +$671K +6,556 New
TPW
908
Talon Private Wealth
Florida
$657K +$83.7K +818 +14%
QIM
909
Quantitative Investment Management
Virginia
$655K +$667K +6,524 New
DT
910
Diversified Trust
Tennessee
$654K +$193K +1,883 +41%
VWM
911
Venturi Wealth Management
Texas
$652K +$336K +3,281 +102%
NSIM
912
North Star Investment Management
Illinois
$649K -$10.2K -100 -2%
CCG
913
Cypress Capital Group
Florida
$646K -$528K -5,158 -45%
CFO
914
Callan Family Office
Pennsylvania
$646K +$658K +6,432 New
MOS
915
MGO One Seven
Ohio
$646K -$52.3K -511 -7%
PA
916
PFG Advisors
Arizona
$645K +$19.2K +188 +3%
VWA
917
Visionary Wealth Advisors
Illinois
$635K +$13.5K +132 +2%
FFA
918
First Foundation Advisors
California
$634K -$59.6K -583 -8%
CI Investments Inc
919
CI Investments Inc
Ontario, Canada
$632K +$326K +3,184 +103%
TL
920
Tradewinds LLC
North Carolina
$627K
LSIA
921
LaSalle St. Investment Advisors
Illinois
$621K +$133K +1,302 +27%
HTC
922
Haverford Trust Company
Pennsylvania
$617K -$401K -3,917 -39%
DI
923
Diligent Investors
California
$616K
ECG
924
Edge Capital Group
Georgia
$616K +$2.05K +20 +0.3%
MCCA
925
Mill Creek Capital Advisors
Pennsylvania
$615K +$626K +6,121 New