Name Holding Trade Value Shares
Change
Change in
Stake
BHC
1476
Bowen Hanes & Co
Florida
$571K – – –
CAG
1477
Crestwood Advisors Group
Massachusetts
$571K +$127K +745 +29%
IWA
1478
Icon Wealth Advisors
Texas
$569K +$39K +229 +8%
PWG
1479
Portside Wealth Group
Utah
$568K +$15.5K +91 +3%
CPP
1480
Capasso Planning Partners
South Carolina
$568K -$31.5K -185 -5%
SGK
1481
Steigerwald Gordon & Koch
Virginia
$565K -$2.04K -12 -0.4%
TWM
1482
TCFG Wealth Management
California
$565K +$554K +3,252 New
SWM
1483
StoneCrest Wealth Management
Arizona
$562K +$20.3K +119 +4%
LI
1484
LMCG Investments
Massachusetts
$562K -$341 -2 -0.1%
BL
1485
Balentine LLC
Georgia
$562K -$36.3K -213 -6%
JIC
1486
Joel Isaacson & Co
New York
$560K -$22K -129 -4%
AIM
1487
Acropolis Investment Management
Missouri
$559K +$5.96K +35 +1%
TW
1488
TritonPoint Wealth
Maryland
$558K +$35.8K +210 +7%
PAM
1489
Peak Asset Management
Colorado
$556K -$51.1K -300 -9%
GEA
1490
Glen Eagle Advisors
New Jersey
$554K +$10.2K +60 +2%
BOS
1491
Bank of Stockton
California
$553K – – –
WC
1492
Wexford Capital
Florida
$552K -$222K -1,302 -29%
MWA
1493
Meridian Wealth Advisors
Texas
$550K – – –
FCG
1494
Fielder Capital Group
Tennessee
$549K +$98.8K +580 +22%
DP
1495
Dearborn Partners
Illinois
$549K -$31K -182 -5%
BWM
1496
Baron Wealth Management
Michigan
$549K -$7.16K -42 -1%
PGA
1497
Portland Global Advisors
Maine
$548K +$21.8K +128 +4%
PFPT
1498
Pinnacle Financial Partners (Tennessee)
Tennessee
$547K +$56.9K +334 +12%
RCA
1499
Resonant Capital Advisors
Wisconsin
$546K -$4.26K -25 -0.8%
CIA
1500
Capital Investment Advisors
Georgia
$546K +$92.2K +541 +21%