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Name Holding Trade Value Shares
Change
Change in
Stake
RHDIC
1126
R.H. Dinel Investment Counsel
California
$4.31M
WAS
1127
Wesleyan Assurance Society
United Kingdom
$4.31M
SFP
1128
Shepherd Financial Partners
Massachusetts
$4.29M +$95K +1,918 +3%
CFGS
1129
Concourse Financial Group Securities
Alabama
$4.28M -$817K -16,488 -19%
BFO
1130
Boston Family Office
Massachusetts
$4.24M -$42.5K -858 -1%
CCC
1131
Crescent Capital Consulting
Louisiana
$4.24M +$378K +7,627 +12%
FWM
1132
Finer Wealth Management
Massachusetts
$4.24M +$3.55M +71,712 New
WSCM
1133
Wellington Shields Capital Management
New York
$4.23M +$866K +17,483 +32%
HCM
1134
Huber Capital Management
California
$4.19M -$1.2M -24,302 -25%
MWM
1135
Modera Wealth Management
New Jersey
$4.19M +$48.5K +979 +1%
IHL
1136
Investment House LLC
California
$4.18M -$99.1K -2,000 -3%
MWM
1137
Meridian Wealth Management
Kentucky
$4.18M -$187K -3,771 -5%
OPS
1138
Orion Portfolio Solutions
Nebraska
$4.18M -$239K -4,818 -6%
JWM
1139
Jupiter Wealth Management
Colorado
$4.17M -$546K -11,030 -14%
FCA
1140
FLC Capital Advisors
California
$4.16M -$70.3K -1,419 -2%
CIAS
1141
Capital Investment Advisory Services
North Carolina
$4.15M -$26.6K -536 -0.8%
IB
1142
Intrust Bank
Kansas
$4.15M -$10.7K -216 -0.3%
OHWP
1143
Oak Harbor Wealth Partners
North Carolina
$4.15M +$3.48M +70,261 New
TCA
1144
Transcend Capital Advisors
New Jersey
$4.14M +$101K +2,038 +3%
RWP
1145
Ridgecrest Wealth Partners
California
$4.14M +$204K +4,115 +6%
BOPW
1146
Brandywine Oak Private Wealth
Pennsylvania
$4.14M -$165K -3,335 -5%
IBOK
1147
Independence Bank of Kentucky
Kentucky
$4.13M -$182K -3,675 -5%
CAM
1148
Cacti Asset Management
Georgia
$4.13M
CB
1149
CNB Bank
Pennsylvania
$4.11M -$64.6K -1,304 -2%
CA
1150
Corrado Advisors
New Jersey
$4.11M -$126K -2,552 -4%