Name Holding Trade Value Shares
Change
Change in
Stake
CAG
1626
Crestwood Advisors Group
Massachusetts
$920K +$125K +2,898 +16%
SI
1627
Saxon Interests
Texas
$919K +$10.9K +251 +1%
OIM
1628
Orca Investment Management
Oregon
$918K -$1M -23,169 -53%
UF
1629
Univest Financial
Pennsylvania
$916K -$850K -19,631 -49%
AW
1630
Alteri Wealth
California
$915K +$74.5K +1,721 +9%
AIC
1631
Archer Investment Corporation
Indiana
$915K -$104K -2,394 -10%
GLLW
1632
Graves Light Lenhart Wealth
Virginia
$914K -$94.9K -2,192 -10%
LCM
1633
Liberty Capital Management
Michigan
$912K – – –
A
1634
Argentarii
Ohio
$911K +$7.96K +184 +0.9%
LIA
1635
Lynx Investment Advisory
District of Columbia
$910K -$11.5K -265 -1%
HWP
1636
Highline Wealth Partners
California
$909K +$13.2K +304 +1%
TBA
1637
Tower Bridge Advisors
Pennsylvania
$908K +$9.65K +223 +1%
AFM
1638
Armstrong Fleming & Moore
District of Columbia
$907K -$8.48K -196 -0.9%
JWM
1639
JGP Wealth Management
Oregon
$901K +$45K +1,039 +5%
IFWM
1640
Institute for Wealth Management
Colorado
$900K +$11.6K +267 +1%
BWP
1641
BSW Wealth Partners
Colorado
$895K +$33.4K +772 +4%
MWM
1642
MGB Wealth Management
Texas
$895K +$564K +13,030 +178%
FCA
1643
FLC Capital Advisors
California
$892K +$21.2K +489 +2%
SIM
1644
Sterling Investment Management
Arizona
$890K +$876K +20,247 New
LI
1645
LRI Investments
Florida
$886K +$32.6K +753 +4%
EFMC
1646
Empire Financial Management Company
New York
$885K -$5.41K -125 -0.6%
AAB
1647
ABN AMRO Bank
Netherlands
$885K +$885K +20,445 New
GPWM
1648
Grant Private Wealth Management
California
$884K -$4.24M -97,956 -83%
PFT
1649
Providence First Trust
Arizona
$881K +$56.7K +1,310 +7%
MSS
1650
Mitchell Sinkler & Starr
Pennsylvania
$881K – – –