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Name Holding Trade Value Shares
Change
Change in
Stake
Fragasso Financial Advisors
1801
Fragasso Financial Advisors
Pennsylvania
$1.25M +$270K +785 +27%
4WM
1802
49 Wealth Management
Texas
$1.25M +$22K +64 +2%
Limestone Investment Advisors
1803
Limestone Investment Advisors
New York
$1.24M +$1.26M +3,660 New
Dana Investment Advisors
1804
Dana Investment Advisors
Wisconsin
$1.24M +$22K +64 +2%
RF
1805
Rossby Financial
Florida
$1.23M +$282K +820 +29%
IRP
1806
Investment Research Partners
Pennsylvania
$1.23M +$43.7K +127 +4%
QVT Financial
1807
QVT Financial
New York
$1.23M +$1.25M +3,640 New
Steigerwald Gordon & Koch
1808
Steigerwald Gordon & Koch
Virginia
$1.23M -$688 -2 -0.1%
MC
1809
Matisse Capital
Oregon
$1.23M – – –
Heritage Trust
1810
Heritage Trust
Oklahoma
$1.23M +$150K +435 +14%
CCAM
1811
Cascades Capital Asset Management
North Carolina
$1.22M +$283K +823 +29%
Meeder Advisory Services
1812
Meeder Advisory Services
Ohio
$1.22M +$58.2K +169 +5%
RS
1813
R Squared
Hong Kong
$1.22M -$2.24M -6,496 -64%
CW
1814
Channel Wealth
California
$1.22M +$82.2K +239 +7%
SC
1815
Summa Corp
Texas
$1.22M – – –
FH
1816
FWG Holdings
Florida
$1.22M -$194K -565 -14%
FNT
1817
First Nebraska Trust
Nebraska
$1.21M -$103K -300 -8%
AA Financial Advisors
1818
AA Financial Advisors
Ohio
$1.21M +$34.4K +100 +3%
JGP Wealth Management
1819
JGP Wealth Management
Oregon
$1.21M -$42K -122 -3%
CIC
1820
Chase Investment Counsel
Virginia
$1.21M -$257K -747 -17%
Golden State Wealth Management
1821
Golden State Wealth Management
California
$1.21M +$32K +93 +3%
ACM
1822
Absolute Capital Management
Pennsylvania
$1.21M +$1.23M +3,573 New
DBFM
1823
Dickmeyer Boyce Financial Management
Indiana
$1.2M +$1.22M +3,550 New
Newbridge Financial Services Group
1824
Newbridge Financial Services Group
Florida
$1.2M +$903K +2,624 +285%
1900 Wealth Management
1825
1900 Wealth Management
Texas
$1.2M +$12K +35 +1%