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Name Holding Trade Value Shares
Change
Change in
Stake
1WM
2101
1900 Wealth Management
Texas
$301K +$266K +1,284 New
SRC
2102
Sage Rhino Capital
California
$300K -$13.9K -67 -5%
LCS
2103
Levin Capital Strategies
New York
$299K -$207K -1,000 -44%
AA
2104
AlphaMark Advisors
Kentucky
$299K – – –
CC
2105
Caxton Corporation
New Jersey
$297K +$263K +1,267 New
LB
2106
Leo Brokerage
Texas
$297K +$263K +1,268 New
DE
2107
Day & Ennis
Georgia
$297K +$263K +1,269 New
RG
2108
Retirement Group
California
$296K +$77.7K +375 +42%
AWG
2109
Altus Wealth Group
Colorado
$295K +$261K +1,259 New
CB
2110
Cadence Bank
Mississippi
$294K +$260K +1,253 New
HPIA
2111
Hamilton Point Investment Advisors
North Carolina
$293K – – –
HCM
2112
Highlander Capital Management
New Jersey
$293K – – –
KS
2113
Karpas Strategies
Connecticut
$293K – – –
PMG
2114
ProVise Management Group
Florida
$293K +$259K +1,249 New
PHM
2115
Prospect Hill Management
New Jersey
$293K +$259K +1,250 New
FMW
2116
Farr Miller & Washington
District of Columbia
$292K – – –
QAM
2117
QCI Asset Management
New York
$290K +$17.6K +85 +7%
FNBOO
2118
First National Bank of Omaha
Nebraska
$289K +$37.9K +183 +17%
BSAM
2119
Blue Square Asset Management
New York
$287K +$9.74K +47 +4%
RBCM
2120
Raub Brock Capital Management
California
$287K +$254K +1,225 New
AWP
2121
Abacus Wealth Partners
California
$286K +$253K +1,222 New
JCM
2122
Janney Capital Management
Pennsylvania
$285K -$24.9K -120 -9%
BFWA
2123
Benchmark Financial Wealth Advisors
Florida
$285K – – –
PFG
2124
PAX Financial Group
Texas
$285K +$252K +1,215 New
TWA
2125
TCI Wealth Advisors
Arizona
$284K -$1.24K -6 -0.5%