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Name Holding Trade Value Shares
Change
Change in
Stake
GA
1101
Goldstein Advisors
Wisconsin
$323K +$326K +2,206 New
CFA
1102
Compass Financial Advisors
Indiana
$322K +$592 +4 +0.2%
VWM
1103
Valley Wealth Managers
New Jersey
$320K -$27.1K -183 -8%
T
1104
TCWP
Ohio
$319K -$79.5K -537 -20%
CAM
1105
Campion Asset Management
Virginia
$318K
RPC
1106
Rossmore Private Capital
Connecticut
$315K -$3.7K -25 -1%
AWA
1107
Arete Wealth Advisors
Illinois
$315K -$27.7K -187 -8%
AP
1108
Atwood & Palmer
Missouri
$314K
EAMA
1109
EFG Asset Management (Americas)
Florida
$314K -$1.69M -11,406 -84%
FNBT
1110
FineMark National Bank & Trust
Florida
$313K +$41K +277 +15%
PCIA
1111
Prime Capital Investment Advisors
Kansas
$313K +$35.7K +241 +13%
AIM
1112
Anchor Investment Management
South Carolina
$312K +$22.2K +150 +8%
B
1113
Barings
North Carolina
$311K -$22.2K -150 -7%
MGIA
1114
Moneta Group Investment Advisors
Missouri
$309K -$1.04K -7 -0.4%
AWM
1115
Accurate Wealth Management
Florida
$307K +$295K +1,991 New
TCA
1116
Transcend Capital Advisors
New Jersey
$307K +$72.4K +489 +30%
EI
1117
Ellevest Inc
New York
$307K -$58.6K -396 -16%
DA
1118
Dover Advisors
Virginia
$306K +$309K +2,090 New
FDCC
1119
Foster Dykema Cabot & Co
Massachusetts
$305K +$13.3K +90 +5%
MPW
1120
MGO Private Wealth
California
$304K -$1.92K -13 -0.6%
XF
1121
XML Financial
Maryland
$302K
PCA
1122
Personal Capital Advisors
California
$302K +$16K +108 +6%
CRC
1123
Curi RMB Capital
Illinois
$301K -$81.5K -551 -21%
RP
1124
Riverwater Partners
Wisconsin
$298K
BL
1125
Balentine LLC
Georgia
$298K -$475K -3,207 -61%