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Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
1926
Cary Street Partners Investment Advisory
Virginia
$1.62M +$49.4K +120 +3%
ME
1927
McIlrath & Eck
Washington
$1.61M +$23.1K +56 +1%
SFS
1928
Solitude Financial Services
Virginia
$1.61M -$242K -588 -13%
SPF
1929
South Plains Financial
Texas
$1.61M +$150K +363 +9%
JC
1930
JB Capital
Connecticut
$1.61M +$74.6K +181 +4%
HCM
1931
Highview Capital Management
Illinois
$1.6M -$1.08M -2,632 -38%
HP
1932
Holistic Planning
Texas
$1.6M +$192K +466 +12%
WAG
1933
Wheelhouse Advisory Group
Missouri
$1.6M +$793K +1,925 +81%
FSA
1934
Financial Security Advisor
Virginia
$1.6M +$57.3K +139 +3%
MAG
1935
M3 Advisory Group
Massachusetts
$1.59M -$39.5K -96 -2%
FFC
1936
Frederick Financial Consultants
Maryland
$1.59M -$26K -63 -1%
ST
1937
Somerset Trust
Pennsylvania
$1.59M +$29.2K +71 +2%
PWM
1938
Pines Wealth Management
North Carolina
$1.58M +$34.2K +83 +2%
MB
1939
MidFirst Bank
Oklahoma
$1.58M -$1.64M -3,974 -48%
AF
1940
Arrow Financial
New York
$1.58M +$9.06K +22 +0.5%
WMA
1941
William Mack & Associates
Michigan
$1.58M -$88.6K -215 -5%
NBWM
1942
North Berkeley Wealth Management
California
$1.58M
GGA
1943
Granite Group Advisors
Connecticut
$1.58M
WFS
1944
Widmann Financial Services
Maryland
$1.58M -$416K -1,009 -19%
NRC
1945
New Republic Capital
North Carolina
$1.58M -$1.49M -3,611 -46%
SGAM
1946
Smith Group Asset Management
Texas
$1.57M -$331K -804 -16%
CVA
1947
Central Valley Advisors
California
$1.57M +$90.2K +219 +5%
GCM
1948
Generation Capital Management
New York
$1.57M +$53.6K +130 +3%
CWM
1949
Connecticut Wealth Management
Connecticut
$1.57M +$491K +1,192 +39%
FAN
1950
Financial Advisors Network
California
$1.57M -$79.5K -193 -4%