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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
976
Venturi Wealth Management
Texas
$876K +$129K +731 +20%
CK
977
Cohen Klingenstein
New York
$874K
TCOO
978
Trust Company of Oklahoma
Oklahoma
$872K -$33.8K -191 -4%
FUBT
979
First United Bank & Trust
Maryland
$872K +$41.6K +235 +6%
CCM
980
Cinctive Capital Management
New York
$868K +$779K +4,400 New
HWM
981
Hohimer Wealth Management
Washington
$866K +$9.21K +52 +1%
MPPW
982
Mitchell & Pahl Private Wealth
Oklahoma
$864K -$19.8K -112 -2%
RWM
983
Rockline Wealth Management
New York
$863K +$774K +4,373 New
SWM
984
Scissortail Wealth Management
Oklahoma
$863K +$792K +4,476 New
WAP
985
Wealthcare Advisory Partners
Pennsylvania
$861K -$36.6K -207 -5%
PCS
986
Personal CFO Solutions
New Jersey
$857K -$11.7K -66 -1%
GIA
987
Guyasuta Investment Advisors
Pennsylvania
$849K
NL
988
NWAM LLC
Washington
$844K +$43.5K +246 +6%
YC
989
Yarbrough Capital
Tennessee
$842K
KCM
990
Kathmere Capital Management
Pennsylvania
$842K +$1.95K +11 +0.3%
PFG
991
Prosperity Financial Group
California
$837K -$23.2K -131 -3%
PWPS
992
Pinnacle Wealth Planning Services
Ohio
$830K -$26.6K -150 -3%
MAM
993
Morse Asset Management
Connecticut
$829K -$1.29M -7,274 -63%
LC
994
Lindbrook Capital
California
$828K +$139K +786 +23%
A
995
AlphaQuest
New York
$828K +$743K +4,195 New
JIP
996
Jaffetilchin Investment Partners
Florida
$818K -$63.2K -357 -8%
PWM
997
Power Wealth Management
Georgia
$818K +$734K +4,145 New
HBT
998
Heartland Bank & Trust
Illinois
$817K -$153K -867 -17%
SWM
999
SeaCrest Wealth Management
New York
$814K -$12.9K -73 -2%
HCP
1000
Holt Capital Partners
Texas
$813K