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Name Holding Trade Value Shares
Change
Change in
Stake
RC
1176
Roundview Capital
New Jersey
$2.57M -$145K -3,363 -5%
FCMT
1177
Founders Capital Management (Texas)
Texas
$2.56M +$23.8K +550 +0.9%
CPA
1178
Cowen Prime Advisors
New York
$2.56M
SMC
1179
Smith, Moore & Co
Missouri
$2.56M -$27.1K -628 -1%
CW
1180
CreativeOne Wealth
Kansas
$2.55M +$448K +10,374 +20%
ISWM
1181
Independent Solutions Wealth Management
New York
$2.55M -$49.6K -1,148 -2%
RCM
1182
Raleigh Capital Management
North Carolina
$2.54M +$510K +11,800 +23%
DWA
1183
Douglass Winthrop Advisors
New York
$2.53M +$24.4K +565 +0.9%
PCM
1184
Poehling Capital Management
Wisconsin
$2.53M +$459K +10,638 +21%
HT
1185
Heritage Trust
Oklahoma
$2.53M -$35.3K -818 -1%
FHA
1186
Flagship Harbor Advisors
Massachusetts
$2.53M +$12.4K +287 +0.5%
CG
1187
Caprock Group
Idaho
$2.53M +$971K +22,487 +57%
FGP
1188
Foyston, Gordon, & Payne
Ontario, Canada
$2.52M -$806K -18,657 -23%
CCA
1189
Cobblestone Capital Advisors
New York
$2.52M +$29K +671 +1%
RPC
1190
Rossmore Private Capital
Connecticut
$2.51M +$23.1K +536 +0.9%
VST
1191
Van Strum & Towne
California
$2.51M -$18.7K -434 -0.7%
LWA
1192
Lineweaver Wealth Advisors
Ohio
$2.51M +$299K +6,912 +13%
ACG
1193
Allen Capital Group
Nebraska
$2.51M +$2.65M +61,423 New
NAMA
1194
Nikko Asset Management Americas
New York
$2.5M -$202K -4,679 -7%
PWW
1195
Pettyjohn Wood & White
Virginia
$2.5M -$3.24K -75 -0.1%
IA
1196
IFP Advisors
Florida
$2.5M -$3.71M -85,933 -54%
FA
1197
Fagan Associates
New York
$2.5M -$51.1K -1,184 -2%
CWS
1198
Confluence Wealth Services
Pennsylvania
$2.48M +$242K +5,607 +10%
BWAM
1199
Boyd Watterson Asset Management
Ohio
$2.48M +$734 +17 +0%
PTP
1200
Platform Technology Partners
New York
$2.48M -$95.9K -2,221 -4%