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Name Holding Trade Value Shares
Change
Change in
Stake
WP
751
WealthSource Partners
California
$1.06M +$6.73K +116 +0.6%
V
752
ViaWealth
Kansas
$1.06M -$11.3K -194 -1%
APWM
753
Atlas Private Wealth Management
New York
$1.05M +$62.4K +1,076 +6%
TSWM
754
Triangle Securities Wealth Management
North Carolina
$1.05M -$17.3K -299 -2%
WHCI
755
W.H. Cornerstone Investments
Massachusetts
$1.05M -$33.6K -579 -3%
LHC
756
Little House Capital
Massachusetts
$1.05M +$98.2K +1,693 +10%
DS
757
DRW Securities
Illinois
$1.04M +$431K +7,434 +71%
SFA
758
Souders Financial Advisors
Ohio
$1.03M +$283K +4,883 +38%
DGAM
759
Desjardins Global Asset Management
Quebec, Canada
$1.03M +$209K +3,603 +26%
PPW
760
Parcion Private Wealth
Washington
$1.02M
SWM
761
SeaCrest Wealth Management
New York
$1.02M +$55.6K +959 +6%
CAM
762
Cubic Asset Management
Massachusetts
$1.02M -$238K -4,100 -19%
BBHC
763
Brown Brothers Harriman & Co
New York
$1.02M -$119K -2,054 -11%
TNA
764
True North Advisors
Texas
$1.01M -$561K -9,678 -36%
FHA
765
First Horizon Advisors
Tennessee
$1.01M -$33.3K -574 -3%
PCM
766
Poehling Capital Management
Wisconsin
$1M
NAS
767
Nicolet Advisory Services
Wisconsin
$1M +$150K +2,594 +17%
FCP
768
Fidelis Capital Partners
Florida
$995K +$22.9K +395 +2%
BA
769
BCM Advisors
Louisiana
$993K
NFA
770
Northern Financial Advisors
Michigan
$986K -$53.4K -921 -5%
HAI
771
Hennessy Advisors Inc
California
$980K -$203K -3,500 -17%
CIC
772
Cornercap Investment Counsel
Georgia
$978K -$48K -827 -5%
WPC
773
Wedmont Private Capital
Pennsylvania
$976K +$34.9K +601 +4%
HWMT
774
Heritage Wealth Management (Texas)
Texas
$973K +$3.42K +59 +0.4%
ACM
775
Allred Capital Management
Texas
$971K -$19.1K -329 -2%