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Name Holding Trade Value Shares
Change
Change in
Stake
FCFS
1501
First Command Financial Services
Texas
$990K -$6.2K -182 -0.6%
DAC
1502
Dividend Assets Capital
South Carolina
$990K +$103K +3,020 +10%
OIA
1503
Optimum Investment Advisors
Illinois
$988K -$74.1K -2,175 -6%
WIP
1504
Wellesley Investment Partners
Massachusetts
$987K -$39.6K -1,163 -4%
SPI
1505
Santori & Peters Inc
Pennsylvania
$986K +$170 +5 +0%
MWM
1506
Modera Wealth Management
New Jersey
$986K +$15.2K +447 +1%
AW
1507
ACG Wealth
Georgia
$984K -$9.47K -278 -0.9%
CFG
1508
Capstone Financial Group
Oklahoma
$982K -$193K -5,673 -15%
BBP
1509
Banco BTG Pactual
Brazil
$979K +$1.08M +31,619 New
TCCM
1510
Timber Creek Capital Management
Massachusetts
$978K
SJIM
1511
St. Johns Investment Management
Florida
$978K +$38.1K +1,119 +4%
FBC
1512
Fairfield, Bush & Co
Connecticut
$977K +$3.58K +105 +0.3%
SFSG
1513
Stearns Financial Services Group
North Carolina
$975K +$28.5K +836 +3%
RIA
1514
Realta Investment Advisors
Delaware
$966K -$185K -5,425 -15%
CCG
1515
Chatham Capital Group
Georgia
$964K -$26.7K -783 -2%
WAM
1516
Weatherly Asset Management
California
$962K -$40.9K -1,199 -4%
EF
1517
Exeter Financial
Arizona
$959K +$20.3K +595 +2%
CAG
1518
Crestwood Advisors Group
Massachusetts
$958K -$95.8K -2,811 -8%
BFO
1519
Biltmore Family Office
North Carolina
$954K -$343K -10,064 -25%
MAM
1520
Mastrapasqua Asset Management
Tennessee
$950K +$76K +2,229 +8%
EGA
1521
E&G Advisors
Texas
$948K -$70.7K -2,076 -6%
AWE
1522
Avidian Wealth Enterprises
Texas
$948K +$416K +12,216 +66%
MIM
1523
Miller Investment Management
Pennsylvania
$947K
PFS
1524
Physicians Financial Services
North Carolina
$946K +$115K +3,375 +12%
SCI
1525
S&CO Inc
Massachusetts
$945K