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Name Holding Trade Value Shares
Change
Change in
Stake
JIC
1101
Joel Isaacson & Co
New York
$1.99M -$13.4K -330 -0.7%
CSA
1102
Cornerstone Select Advisors
Missouri
$1.99M -$5.8K -143 -0.3%
TGIA
1103
Torrey Growth & Income Advisors
California
$1.99M -$970K -23,910 -33%
MGWM
1104
Marks Group Wealth Management
Minnesota
$1.99M +$180K +4,435 +10%
QWM
1105
Quadcap Wealth Management
Texas
$1.98M +$290K +7,147 +17%
Vanguard Capital Wealth Advisors
1106
Vanguard Capital Wealth Advisors
Colorado
$1.98M +$1.71M +42,087 +652%
BIM
1107
Bridges Investment Management
Nebraska
$1.97M -$676K -16,677 -26%
CWS
1108
Confluence Wealth Services
Pennsylvania
$1.96M -$322K -7,932 -14%
GWP
1109
Gen-Wealth Partners
Michigan
$1.96M +$171K +4,226 +10%
BCP
1110
Berkeley Capital Partners
Georgia
$1.96M -$448K -11,054 -19%
FCCM
1111
First City Capital Management
Georgia
$1.96M +$105K +2,581 +6%
AWP
1112
Ascent Wealth Partners
New York
$1.96M -$23.3K -575 -1%
KFS
1113
Keynote Financial Services
Connecticut
$1.96M +$141K +3,486 +8%
DEM
1114
Disciplined Equity Management
Florida
$1.95M -$19.1K -470 -1%
WI
1115
Wealth Intelligence
Georgia
$1.95M +$1.94M +47,800 New
OFG
1116
OmniStar Financial Group
North Carolina
$1.95M +$126K +3,118 +7%
OCA
1117
OpenArc Corporate Advisory
Georgia
$1.94M +$1.93M +47,553 New
QCG
1118
Quadrant Capital Group
Ohio
$1.93M -$1.01M -24,996 -35%
BBHC
1119
Brown Brothers Harriman & Co
New York
$1.93M +$386K +9,526 +25%
SNBOSCI
1120
Security National Bank of Sioux City Iowa
Iowa
$1.92M -$2.64K -65 -0.1%
ONST
1121
Old North State Trust
North Carolina
$1.91M +$31.2K +770 +2%
VFG
1122
Valley Financial Group
Pennsylvania
$1.91M -$134K -3,303 -7%
BAM
1123
Berkshire Asset Management
Pennsylvania
$1.91M +$111K +2,739 +6%
MCM
1124
Monarch Capital Management
Indiana
$1.9M +$55.9K +1,378 +3%
UCI
1125
Uncommon Cents Investing
Wisconsin
$1.9M +$71.4K +1,760 +4%