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Name Holding Trade Value Shares
Change
Change in
Stake
FSAG
1601
Financial Solutions Advisory Group
Illinois
$770K +$730K +27,431 New
NWM
1602
Northcape Wealth Management
New York
$770K +$122K +4,600 +20%
Sit Investment Associates
1603
Sit Investment Associates
Minnesota
$770K – – –
CWM
1604
Centric Wealth Management
Illinois
$770K +$2.58K +97 +0.3%
AWAG
1605
ARS Wealth Advisors Group
Florida
$770K -$36K -1,351 -5%
TFO
1606
Tarbox Family Office
California
$769K -$25.7K -965 -3%
TWM
1607
TRB Wealth Management
Texas
$767K +$727K +27,310 New
BI
1608
Bramshill Investments
Florida
$765K -$36.4K -1,369 -5%
WA
1609
Waddell & Associates
Tennessee
$764K +$37.4K +1,403 +5%
HIC
1610
Harvey Investment Company
Kentucky
$764K – – –
BFIC
1611
Bedell Frazier Investment Counselling
California
$762K +$20.2K +758 +3%
DOA
1612
D'Orazio & Associates
Virginia
$762K +$16.9K +636 +2%
BAM
1613
Brickwood Asset Management
United Kingdom
$760K +$24.1K +905 +3%
WIM
1614
Wiregrass Investment Management
Georgia
$759K +$41.2K +1,546 +6%
SIC
1615
Samalin Investment Counsel
New York
$756K +$59.8K +2,246 +9%
LA
1616
Legacy Advisors
Pennsylvania
$755K +$64.6K +2,427 +10%
BPC
1617
Bearing Point Capital
Minnesota
$753K -$8.87K -333 -1%
MSS
1618
Mitchell Sinkler & Starr
Pennsylvania
$753K – – –
EM
1619
ELCO Management
New York
$753K -$18.5K -694 -3%
KCPG
1620
Kavar Capital Partners Group
Kansas
$751K -$5.25K -197 -0.7%
FWM
1621
Forza Wealth Management
Florida
$750K +$93.8K +3,524 +15%
NCM
1622
NCM Capital Management
New Jersey
$750K +$133 +5 +0%
BWM
1623
BCS Wealth Management
Tennessee
$749K -$710K -26,670 -50%
SFO
1624
Stokes Family Office
Louisiana
$747K -$56.7K -2,131 -7%
CFP
1625
Cascade Financial Partners
California
$744K +$10.1K +379 +1%