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Name Holding Trade Value Shares
Change
Change in
Stake
BG
1801
Benedetti & Gucer
Georgia
$886K +$234K +6,023 +33%
SWP
1802
Summit Wealth Partners
Florida
$885K -$1.75K -45 -0.2%
SSWM
1803
Smith Salley Wealth Management
North Carolina
$885K -$54.6K -1,404 -5%
FCM
1804
Fourpath Capital Management
Oklahoma
$884K +$123K +3,162 +15%
EB
1805
Eastern Bank
Massachusetts
$883K -$70.9K -1,822 -7%
BRM
1806
Boston Research & Management
Massachusetts
$881K +$8.13K +209 +0.9%
HWAM
1807
Hennion & Walsh Asset Management
New Jersey
$881K +$144K +3,707 +18%
LAM
1808
L2 Asset Management
Massachusetts
$878K -$95.1K -2,444 -9%
QCIG
1809
Quad-Cities Investment Group
Iowa
$877K +$428 +11 +0%
CA
1810
Capital Advantage
California
$876K -$9.15K -235 -0.9%
B
1811
Bellecapital
Switzerland
$876K +$45.9K +1,178 +5%
PWM
1812
PBMares Wealth Management
Virginia
$875K +$156 +4 +0%
TF
1813
Trek Financial
Arizona
$874K -$140K -3,591 -13%
DE
1814
Day & Ennis
Georgia
$874K +$389 +10 +0%
BBNA
1815
Bremer Bank National Association
Minnesota
$871K -$46.8K -1,202 -5%
EWA
1816
EverSource Wealth Advisors
Alabama
$864K -$29.7K -763 -3%
RPCONE
1817
Retirement Planning Company of New England
Rhode Island
$864K +$23.5K +603 +3%
FFG
1818
Frisch Financial Group
New York
$856K -$540K -13,874 -37%
FG
1819
Foster Group
Iowa
$855K +$175K +4,485 +24%
CFP
1820
Catalyst Financial Partners
Massachusetts
$854K +$162K +4,160 +22%
HTHT
1821
Hemenway Trust Hemenway Trust
New Hampshire
$853K
KTA
1822
Keeley-Teton Advisors
Illinois
$852K -$706K -18,137 -44%
WPC
1823
Wedmont Private Capital
Pennsylvania
$850K -$198K -5,089 -18%
CWM
1824
Curi Wealth Management
North Carolina
$849K +$23.2K +597 +3%
DAC
1825
Dividend Assets Capital
South Carolina
$848K -$342K -8,795 -28%