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Name Holding Trade Value Shares
Change
Change in
Stake
BEI
1876
Benjamin Edwards Inc
Missouri
$1.18M +$225K +4,346 +23%
CA
1877
Capital Advantage
California
$1.18M +$41K +791 +4%
CA
1878
Carson Advisory
Georgia
$1.18M -$49.7K -957 -4%
BFC
1879
Bedel Financial Consulting
Indiana
$1.18M +$40.3K +776 +4%
JMFC
1880
J.M. Forbes & Co
Massachusetts
$1.18M -$2.08K -40 -0.2%
GLLW
1881
Graves Light Lenhart Wealth
Virginia
$1.18M +$206K +3,971 +21%
CWP
1882
Curated Wealth Partners
California
$1.18M
ITIM
1883
Indiana Trust & Investment Management
Indiana
$1.17M -$15.6K -300 -1%
IRC
1884
Investors Research Corp
Georgia
$1.17M -$15.3K -295 -1%
LMKC
1885
L.M. Kohn & Company
Ohio
$1.17M +$1.17M +22,642 New
HFS
1886
Heritage Financial Services
Massachusetts
$1.17M +$69.3K +1,336 +6%
BI
1887
Ballast Inc
Kentucky
$1.17M +$85K +1,638 +8%
EAM
1888
Evanson Asset Management
California
$1.17M +$25.6K +493 +2%
PCM
1889
Perritt Capital Management
Illinois
$1.17M
RWA
1890
River Wealth Advisors
Pennsylvania
$1.17M +$59K +1,137 +5%
FNC
1891
First National Corp
Massachusetts
$1.16M -$9.81K -189 -0.8%
RPCONE
1892
Retirement Planning Company of New England
Rhode Island
$1.16M +$2.08K +40 +0.2%
MWA
1893
Meridian Wealth Advisors
Texas
$1.16M +$222K +4,273 +24%
PG
1894
Proffitt & Goodson
Tennessee
$1.16M -$70.8K -1,364 -6%
BWA
1895
Bordeaux Wealth Advisors
California
$1.16M +$94.3K +1,817 +9%
SXL
1896
Summit X LLC
Missouri
$1.15M +$37.4K +721 +3%
FIM
1897
Fernwood Investment Management
Massachusetts
$1.15M -$341K -6,580 -23%
BAAM
1898
Baker Avenue Asset Management
California
$1.15M -$102K -1,974 -8%
KPW
1899
Kore Private Wealth
New York
$1.15M +$59.4K +1,145 +5%
SCA
1900
Stonebridge Capital Advisors
Minnesota
$1.15M -$147K -2,828 -11%