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Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
1901
Alpha Omega Wealth Management
Virginia
$3.55M +$66.3K +196 +2%
AA
1902
Auxano Advisors
Washington
$3.55M -$50.8K -150 -1%
DWAM
1903
Duncan Williams Asset Management
Tennessee
$3.55M +$89.3K +264 +3%
WSCM
1904
Wellington Shields Capital Management
New York
$3.54M -$215K -635 -6%
WCM
1905
Washburn Capital Management
Florida
$3.54M -$57.2K -169 -2%
SPWG
1906
Syntegra Private Wealth Group
Missouri
$3.54M +$2.71K +8 +0.1%
SCA
1907
Sander Capital Advisors
Washington
$3.54M +$338 +1 +0%
MA
1908
MCF Advisors
Kentucky
$3.53M -$141K -416 -4%
MMG
1909
Monetary Management Group
Missouri
$3.53M +$16.9K +50 +0.5%
FMWA
1910
Forvis Mazars Wealth Advisors
Missouri
$3.52M +$258K +763 +8%
CTC
1911
Cetera Trust Company
Minnesota
$3.51M -$51.1K -151 -1%
RMAM
1912
Raab & Moskowitz Asset Management
New Jersey
$3.51M -$230K -681 -6%
LCG
1913
Lynx Capital Group
Ohio
$3.5M +$239K +705 +8%
TC
1914
Tsai Capital
New York
$3.48M -$59.2K -175 -2%
BFS
1915
Bard Financial Services
Connecticut
$3.48M -$327K -965 -9%
RBA
1916
Richard Bernstein Advisors
New York
$3.47M -$169K -498 -5%
CC
1917
Cypress Capital
Tennessee
$3.47M -$37.9K -112 -1%
MC
1918
Martin & Co
Tennessee
$3.47M +$35.9K +106 +1%
EWM
1919
Evermay Wealth Management
Virginia
$3.46M -$20.3K -60 -0.6%
UB
1920
Umpqua Bank
Oregon
$3.46M -$11.2K -33 -0.3%
AG
1921
Algert Global
California
$3.45M +$557K +1,647 +20%
ISFAN
1922
Investor's Fiduciary Advisor Network
Washington
$3.45M -$611K -1,806 -15%
SFG
1923
Snider Financial Group
Washington
$3.45M -$111K -329 -3%
CFGW
1924
Chancellor Financial Group WB
Pennsylvania
$3.43M +$3.38K +10 +0.1%
MW
1925
Maia Wealth
Colorado
$3.43M -$15.9K -47 -0.5%