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Name Holding Trade Value Shares
Change
Change in
Stake
WGAM
2201
Wilkinson Global Asset Management
New York
$580K
CAM
2202
Campion Asset Management
Virginia
$579K -$3.24K -75 -0.5%
ARC
2203
Advisor Resource Council
Texas
$578K +$143K +3,321 +32%
ICP
2204
Interchange Capital Partners
Pennsylvania
$578K +$407K +9,421 +202%
WWA
2205
WCG Wealth Advisors
Nevada
$575K -$19.2K -445 -3%
DTC
2206
Davidson Trust Company
Washington
$572K +$150K +3,473 +33%
MLA
2207
My Legacy Advisors
Oregon
$571K -$213K -4,938 -27%
GWM
2208
GDS Wealth Management
Texas
$571K -$326K -7,538 -35%
BIG
2209
Builder Investment Group
Georgia
$569K
PFA
2210
Petra Financial Advisors
Colorado
$569K +$48.4K +1,120 +9%
TFF
2211
The Family Firm
Maryland
$569K +$389 +9 +0.1%
VC
2212
Vicus Capital
Pennsylvania
$569K -$6.26K -145 -1%
CWM
2213
Castle Wealth Management
Florida
$569K -$21K -487 -3%
TL
2214
Tradewinds LLC
North Carolina
$569K -$537K -12,439 -47%
GA
2215
Greytown Advisors
Florida
$569K -$57.9K -1,341 -9%
AAS
2216
Annex Advisory Services
Wisconsin
$568K -$4.28K -99 -0.7%
SFG
2217
Sather Financial Group
Texas
$567K
HFG
2218
Heron Financial Group
New York
$567K -$24.6K -570 -4%
HCMG
2219
Howard Capital Management Group
California
$566K +$235K +5,443 +65%
SP
2220
Successful Portfolios
Florida
$566K -$23.6K -546 -4%
TA
2221
TrueWealth Advisors
Alabama
$564K -$10.8K -251 -2%
TC
2222
Truvestments Capital
Florida
$562K -$16.6K -384 -3%
MAG
2223
Mayfair Advisory Group
Alabama
$560K -$12.4K -286 -2%
FEM
2224
Fulcrum Equity Management
Texas
$559K +$129K +2,981 +28%
AL
2225
ADE LLC
Maryland
$557K +$130 +3 +0%