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Name Holding Trade Value Shares
Change 		Change in
Stake
F
1151
F3Logic
Minnesota
$953K -$68.6K -402 -9%
SFSIG
1152
San Francisco Sentry Investment Group
California
$953K +$84.5K +495 +14%
AWM
1153
Avior Wealth Management
Nebraska
$951K -$78.3K -459 -10%
CSIA
1154
Charles Schwab Investment Advisory
California
$951K +$186K +1,092 +37%
CWM
1155
Chesapeake Wealth Management
Virginia
$946K – – –
CAM
1156
Crestone Asset Management
Colorado
$944K +$14.3K +84 +2%
FT
1157
Fiduciary Trust
Massachusetts
$944K +$44K +258 +7%
BL
1158
Balentine LLC
Georgia
$943K +$39.4K +231 +6%
BMCM
1159
Bryn Mawr Capital Management
Pennsylvania
$935K +$51.2K +300 +8%
WC
1160
Weil Company
California
$931K -$128K -750 -16%
CPC
1161
Consolidated Planning Corp
Georgia
$925K +$7.68K +45 +1%
VCM
1162
Virtue Capital Management
Tennessee
$924K -$35.8K -210 -5%
TWP
1163
Tempus Wealth Planning
California
$922K +$669K +3,918 New
CIP
1164
Convergence Investment Partners
Florida
$921K -$468K -2,745 -41%
WSTAM
1165
Wilbanks Smith & Thomas Asset Management
Virginia
$917K -$240K -1,407 -27%
CCMD
1166
Cypress Capital Management (Delaware)
Delaware
$917K – – –
SWP
1167
Strategic Wealth Partners
Ohio
$917K – – –
WSCM
1168
Wellington Shields Capital Management
New York
$914K +$23K +135 +4%
CFG
1169
Citizens Financial Group
Rhode Island
$914K +$663K +3,885 New
PA
1170
PSI Advisors
Florida
$910K +$8.19K +48 +1%
GWMIA
1171
Global Wealth Management Investment Advisory
Florida
$907K +$20.5K +120 +3%
VWA
1172
Visionary Wealth Advisors
Illinois
$907K +$103K +603 +19%
PJSIMP
1173
P.J. Schmidt Investment Management (PJS)
Wisconsin
$905K -$60.9K -357 -9%
MF
1174
Montis Financial
Massachusetts
$905K +$536K +3,141 New
PFS
1175
Physicians Financial Services
North Carolina
$903K -$389K -2,280 -37%
45 46
47
48 49