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Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
1026
Pinnacle Wealth Management Advisory Group
New Jersey
$2.35M +$50.5K +1,076 +2%
ClearBridge Investments
1027
ClearBridge Investments
New York
$2.34M +$29.6K +631 +1%
A
1028
Argentarii
Ohio
$2.34M -$330K -7,024 -12%
CBA
1029
Coastal Bridge Advisors
Connecticut
$2.34M +$40.9K +872 +2%
BMA
1030
Brooks Moore & Associates
Tennessee
$2.33M -$22K -469 -0.8%
AMIM
1031
Aull & Monroe Investment Management
Alabama
$2.33M +$45.4K +968 +2%
WPI
1032
Walter Public Investments
Canada
$2.32M -$2.62M -55,941 -50%
AWM
1033
Accurate Wealth Management
Florida
$2.32M +$323K +6,888 +14%
BJL
1034
Brighton Jones LLC
Washington
$2.31M +$169K +3,609 +7%
EWS
1035
Evergreen Wealth Solutions
Pennsylvania
$2.31M +$121K +2,585 +6%
SWASL
1036
Spartan Wealth Advisory Services LLC
Michigan
$2.3M +$129K +2,749 +5%
RMAM
1037
Raab & Moskowitz Asset Management
New Jersey
$2.3M -$109K -2,315 -4%
CCG
1038
Coastwise Capital Group
California
$2.3M +$33.4K +711 +1%
FCM
1039
Flagship Capital Management
Pennsylvania
$2.29M +$21.1K +450 +0.8%
PWP
1040
Precedent Wealth Partners
Texas
$2.28M +$527K +11,233 +26%
TCBWMS
1041
Texas Capital Bank Wealth Management Services
Texas
$2.28M +$16.2K +345 +0.6%
DEM
1042
Disciplined Equity Management
Florida
$2.27M +$12.7K +270 +0.5%
BB
1043
Berkshire Bank
Massachusetts
$2.27M -$150K -3,205 -6%
MIC
1044
Meridian Investment Counsel
California
$2.26M +$694K +14,796 +38%
B
1045
Bailard
California
$2.26M +$734K +15,647 +41%
WAM
1046
Weatherly Asset Management
California
$2.25M -$337K -7,174 -12%
QWM
1047
Quadcap Wealth Management
Texas
$2.25M +$165K +3,520 +7%
CT
1048
Caldwell Trust
Florida
$2.25M -$140K -2,979 -5%
UB
1049
Umpqua Bank
Oregon
$2.25M +$134K +2,864 +6%
RCM
1050
Radnor Capital Management
Pennsylvania
$2.25M -$11.7K -250 -0.5%