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Name Holding Trade Value Shares
Change
Change in
Stake
BW
1726
Bison Wealth
Georgia
$958K -$4.78K -123 -0.5%
DE
1727
Day & Ennis
Georgia
$958K +$272 +7 +0%
DIP
1728
DT Investment Partners
Pennsylvania
$958K +$76.3K +1,961 +9%
RWP
1729
RWA Wealth Partners
Massachusetts
$957K -$18.6K -478 -2%
BRM
1730
Boston Research & Management
Massachusetts
$955K
MC
1731
Muhlenkamp & Co
Pennsylvania
$955K
SG
1732
Stonnington Group
California
$954K -$19.2K -493 -2%
STA
1733
Summit Trail Advisors
New York
$954K +$27.2K +699 +3%
FFS
1734
Founders Financial Securities
Maryland
$954K +$57.1K +1,469 +6%
SWP
1735
Summit Wealth Partners
Florida
$951K -$48.5K -1,248 -5%
APG
1736
Abacus Planning Group
South Carolina
$943K -$165K -4,232 -15%
Members Trust
1737
Members Trust
Florida
$942K -$48.1K -1,236 -5%
MYIA
1738
Mount Yale Investment Advisors
Colorado
$942K +$6.77K +174 +0.7%
WOC
1739
West Oak Capital
California
$940K -$4.67K -120 -0.5%
SRAM
1740
Spouting Rock Asset Management
Pennsylvania
$936K +$930K +23,914 New
WAAG
1741
Wealth Alliance Advisory Group
Kansas
$935K +$7.7K +198 +0.8%
BOM
1742
Bank of Marin
California
$934K
LMAM
1743
Legg Mason Asset Management
Japan
$933K -$41.5K -1,067 -4%
TCOK
1744
Trust Company of Kansas
Kansas
$933K +$168K +4,328 +22%
SCI
1745
Stableford Capital II
Arizona
$932K +$15.1K +388 +2%
WI
1746
Wintrust Investments
Illinois
$929K -$11.2K -288 -1%
BAM
1747
Beaumont Asset Management
Texas
$927K +$3.65K +94 +0.4%
SCA
1748
Stonebridge Capital Advisors
Minnesota
$926K -$11.9K -305 -1%
RHBC
1749
R.H. Bluestein & Co
Michigan
$923K +$233K +5,985 +34%
OIA
1750
Optimum Investment Advisors
Illinois
$921K -$89.4K -2,300 -9%