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Name Holding Trade Value Shares
Change
Change in
Stake
OAM
2151
Oak Asset Management
California
$955K +$11.5K +232 +1%
MWC
2152
MBM Wealth Consultants
Missouri
$952K -$259K -5,235 -25%
CSWG
2153
Cardinal Strategic Wealth Guidance
Kentucky
$949K
OIM
2154
Orca Investment Management
Oregon
$947K -$35.6K -719 -4%
FC
2155
Ferris Capital
Massachusetts
$946K +$1.34K +27 +0.2%
PAWC
2156
P.A.W. Capital
Connecticut
$945K -$99.1K -2,000 -11%
TCBWMS
2157
Texas Capital Bank Wealth Management Services
Texas
$945K -$47.4K -956 -6%
PAM
2158
Pegasus Asset Management
New York
$942K +$595 +12 +0.1%
IAS
2159
Investment Advisory Services
Texas
$941K -$74.3K -1,500 -9%
WA
2160
Wealth Architects
California
$934K +$57.3K +1,156 +8%
WGAM
2161
Wilkinson Global Asset Management
New York
$933K -$3.72K -75 -0.5%
III
2162
Independent Investors Inc
New York
$933K
BONH
2163
Bank of New Hampshire
New Hampshire
$931K -$115K -2,317 -13%
GAG
2164
GM Advisory Group
New York
$929K +$24.8K +500 +3%
KWMG
2165
King Wealth Management Group
Florida
$929K +$41.3K +834 +6%
CWM
2166
Circle Wealth Management
New Jersey
$928K +$694 +14 +0.1%
CCI
2167
Credit Capital Investments
New Jersey
$928K +$779K +15,721 New
SF
2168
Summit Financial
New Jersey
$920K +$121K +2,442 +19%
E
2169
Ergoteles
New York
$919K +$771K +15,557 New
CYG
2170
Clean Yield Group
Vermont
$917K +$10.2K +205 +1%
KF
2171
Krilogy Financial
Missouri
$917K +$167K +3,367 +28%
HP
2172
Holowesko Partners
Bahamas
$915K -$1.04M -21,000 -58%
5L
2173
55I LLC
Massachusetts
$913K +$112K +2,255 +17%
GDP
2174
Great Diamond Partners
Maine
$912K -$59K -1,190 -7%
WA
2175
Waverly Advisors
Alabama
$912K -$42.8K -864 -5%