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Name Holding Trade Value Shares
Change
Change in
Stake
CPIA
1651
Cornell Pochily Investment Advisors
New York
$14.3M -$1.87M -11,941 -10%
SAG
1652
Spotlight Asset Group
Illinois
$14.3M +$15.2M +97,019 New
WFG
1653
Wills Financial Group
Virginia
$14.3M +$144K +916 +0.9%
NFSG
1654
Newbridge Financial Services Group
Florida
$14.3M +$532K +3,390 +3%
BWP
1655
BSW Wealth Partners
Colorado
$14.3M -$117K -747 -0.7%
KCM
1656
Karp Capital Management
California
$14.3M -$117K -743 -0.7%
BWP
1657
Balboa Wealth Partners
Arizona
$14.3M +$16.2M +103,155 New
AA
1658
Aire Advisors
California
$14.2M +$625K +3,982 +4%
GD
1659
Grandfield & Dodd
New York
$14.2M -$727K -4,629 -4%
CBFP
1660
Cedar Brook Financial Partners
Ohio
$14.2M +$206K +1,311 +1%
PC
1661
Pecaut & Co
Iowa
$14.2M +$259K +1,648 +2%
NAMM
1662
NorthStar Asset Management (Massachusetts)
Massachusetts
$14.1M -$1.28M -8,135 -7%
ADL
1663
Asset Dedication LLC
California
$14.1M +$649K +4,138 +4%
GAM
1664
Grandview Asset Management
Pennsylvania
$14.1M -$773K -4,922 -5%
KFI
1665
Key Financial Inc
Pennsylvania
$14.1M +$301K +1,919 +2%
PWM
1666
Paulson Wealth Management
Illinois
$14.1M +$29.7K +189 +0.2%
AMG
1667
Asset Management Group
Connecticut
$14.1M +$254K +1,618 +2%
PCTC
1668
Perkins Coie Trust Company
Washington
$14M -$230K -1,463 -1%
TC
1669
Tsai Capital
New York
$14M -$2.2K -14 -0%
AIM
1670
Anchor Investment Management
South Carolina
$14M -$1.36M -8,663 -8%
CWM
1671
C2C Wealth Management
Arizona
$14M -$47.4K -302 -0.3%
VC
1672
Vicus Capital
Pennsylvania
$14M -$349K -2,221 -2%
AM
1673
Atwater Malick
Pennsylvania
$14M -$77.5K -494 -0.5%
CWC
1674
Carolinas Wealth Consulting
North Carolina
$13.9M -$33.6K -214 -0.2%
HWM
1675
HFR Wealth Management
New York
$13.9M -$492K -3,135 -3%