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Name Holding Trade Value Shares
Change
Change in
Stake
EAM
1926
Empirical Asset Management
Massachusetts
$521K +$671K +16,637 New
SFWC
1927
Strategic Family Wealth Counselors
New Jersey
$521K -$29.2K -723 -6%
CNBTD
1928
Citizens National Bank Trust Department
Mississippi
$521K -$28.2K -700 -5%
TCM
1929
Tributary Capital Management
Nebraska
$520K -$8.07K -200 -2%
IWA
1930
Invera Wealth Advisors
Oregon
$519K +$235K +5,814 +82%
PGF
1931
Plan Group Financial
Oklahoma
$518K +$498K +12,336 New
BCFD
1932
Boit C.F. David
$517K – – –
SJIM
1933
St. Johns Investment Management
Florida
$517K +$29.2K +724 +6%
SIS
1934
Sound Income Strategies
Florida
$517K -$20.9K -518 -4%
Birch Hill Investment Advisors
1935
Birch Hill Investment Advisors
Massachusetts
$517K -$21.3K -528 -4%
FPWM
1936
FSB Premier Wealth Management
Iowa
$516K +$3.02K +75 +0.6%
I2I
1937
Insight 2811 Inc
Illinois
$516K +$8.07K +200 +2%
AWS
1938
Aspen Wealth Strategies
Colorado
$516K +$85.8K +2,128 +21%
FI
1939
Financial Insights
Washington
$515K -$53.6K -1,329 -10%
NRG
1940
Nemes Rush Group
Michigan
$514K -$23.2K -575 -4%
MAG
1941
MRA Advisory Group
New Jersey
$514K +$99.8K +2,473 +25%
APW
1942
Aurora Private Wealth
New Jersey
$513K -$11.3K -280 -2%
RB
1943
Renasant Bank
Mississippi
$513K -$113K -2,813 -19%
CCG
1944
Catalina Capital Group
California
$511K +$492K +12,189 New
PWM
1945
PBMares Wealth Management
Virginia
$511K -$16.6K -411 -3%
PAG
1946
Powers Advisory Group
Illinois
$511K +$25.5K +632 +5%
CGA
1947
Crescent Grove Advisors
Illinois
$510K +$29.9K +741 +6%
9WM
1948
9258 Wealth Management
Ohio
$507K +$103K +2,561 +27%
SMWM
1949
Silvia McColl Wealth Management
California
$507K -$20K -495 -4%
SCI
1950
Silver Coast Investments
United States
$506K -$13.3K -330 -3%