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Name Holding Trade Value Shares
Change
Change in
Stake
CoreCap Advisors
2251
CoreCap Advisors
Michigan
$656K +$234K +1,501 +55%
Valley National Advisers
2252
Valley National Advisers
Pennsylvania
$656K -$102K -656 -13%
WCM
2253
Winebrenner Capital Management
Kentucky
$655K +$51.7K +332 +9%
Institute for Wealth Management
2254
Institute for Wealth Management
Colorado
$654K +$21.2K +136 +3%
TCOK
2255
Trust Company of Kansas
Kansas
$652K – – –
SFS
2256
Security Financial Services
Indiana
$652K -$249K -1,601 -28%
WI
2257
Wedgewood Investors
Pennsylvania
$652K -$10.4K -67 -2%
SP
2258
Successful Portfolios
Florida
$651K -$3.12K -20 -0.5%
HBWM
2259
Hollow Brook Wealth Management
New York
$650K -$46.7K -300 -7%
SIC
2260
Sterling Investment Counsel
New York
$650K +$6.54K +42 +1%
Weatherly Asset Management
2261
Weatherly Asset Management
California
$649K +$2.8K +18 +0.4%
First Heartland Consultants
2262
First Heartland Consultants
Missouri
$649K +$12.6K +81 +2%
FWM
2263
Forza Wealth Management
Florida
$648K – – –
Edgemoor Investment Advisors
2264
Edgemoor Investment Advisors
Maryland
$648K – – –
Cahaba Wealth Management
2265
Cahaba Wealth Management
Georgia
$646K -$3.58K -23 -0.5%
RA
2266
Rockingstone Advisors
Massachusetts
$646K +$23.4K +150 +4%
PGIM Custom Harvest
2267
PGIM Custom Harvest
New Jersey
$646K +$95.8K +615 +17%
Philadelphia Trust Company
2268
Philadelphia Trust Company
Pennsylvania
$645K +$201K +1,292 +45%
Apriem Advisors
2269
Apriem Advisors
California
$645K +$37.6K +241 +6%
Greenwich Wealth Management
2270
Greenwich Wealth Management
Connecticut
$643K +$3.27K +21 +0.5%
PWMG
2271
Prestige Wealth Management Group
New Jersey
$642K +$32.3K +207 +5%
MBL Wealth
2272
MBL Wealth
North Carolina
$642K +$304K +1,950 +89%
FMTC
2273
Farmers & Merchants Trust Company
California
$641K -$3.27K -21 -0.5%
WDG
2274
Wealth Dimensions Group
Ohio
$641K +$14.3K +92 +2%
APW
2275
Aventura Private Wealth
Florida
$639K -$13.6K -87 -2%