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Name Holding Trade Value Shares
Change
Change in
Stake
PTC
1101
Petrus Trust Company
Texas
$869K +$976K +12,196 New
V
1102
ViaWealth
Kansas
$868K +$902K +11,265 New
OWM
1103
Opes Wealth Management
California
$864K -$41.2K -515 -4%
RPC
1104
Rossmore Private Capital
Connecticut
$864K -$163K -2,031 -11%
BW
1105
Bison Wealth
Georgia
$861K -$80.8K -1,010 -9%
CCG
1106
Ceeto Capital Group
Florida
$858K -$24K -300 -2%
MCC
1107
Malaga Cove Capital
California
$850K +$203K +2,539 +27%
FIA
1108
FNY Investment Advisers
New York
$850K +$753K +9,413 +372%
NSB
1109
Norway Savings Bank
Maine
$848K -$9.6K -120 -1%
KF
1110
Krilogy Financial
Missouri
$842K -$469K -5,855 -33%
GFG
1111
Greystone Financial Group
Michigan
$842K +$283K +3,542 +43%
KTC
1112
Kistler-Tiffany Companies
Pennsylvania
$842K +$229K +2,856 +32%
DCM
1113
Dudley Capital Management
Virginia
$831K +$934K +11,672 New
SWM
1114
SeaCrest Wealth Management
New York
$830K -$387K -4,837 -29%
SFG
1115
Sather Financial Group
Texas
$829K +$931K +11,634 New
PWP
1116
Perfromance Wealth Partners
Illinois
$826K +$72.2K +902 +8%
FF
1117
Fluent Financial
Texas
$824K -$1.03M -12,838 -53%
JHCP
1118
Jackson Hole Capital Partners
Oklahoma
$824K -$128K -1,600 -12%
DC
1119
DeDora Capital
California
$822K -$18.8K -235 -2%
SIP
1120
Scott Investment Partners
United Kingdom
$819K
OIS
1121
Okabena Investment Services
Minnesota
$819K +$920K +11,498 New
FAM
1122
Formidable Asset Management
Ohio
$817K -$18.1K -226 -2%
HSA
1123
HBK Sorce Advisory
Pennsylvania
$816K +$318K +3,973 +53%
BTI
1124
Blue Trust Inc
Georgia
$815K +$147K +1,838 +24%
DIA
1125
Dana Investment Advisors
Wisconsin
$811K +$45.9K +574 +5%