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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
2101
Summit Financial Strategies
Ohio
$10.6M -$60.5K -410 -0.6%
HAC
2102
Harbor Advisory Corp
New Hampshire
$10.6M -$202K -1,370 -2%
TSS
2103
Thomas Story & Son
Indiana
$10.5M +$36.9K +250 +0.4%
BHA
2104
Beech Hill Advisors
New York
$10.5M -$192K -1,300 -2%
ICM
2105
IMS Capital Management
Oregon
$10.5M -$54.6K -370 -0.6%
GSB
2106
Greenfield Savings Bank
Massachusetts
$10.5M -$234K -1,587 -2%
BC
2107
Bruce & Co
Illinois
$10.5M -$103K -699 -1%
GSIAS
2108
Garden State Investment Advisory Services
New Jersey
$10.5M +$57.7K +391 +0.6%
NG
2109
NWK Group
California
$10.5M -$2.21K -15 -0%
Vanguard Capital Wealth Advisors
2110
Vanguard Capital Wealth Advisors
Colorado
$10.5M -$65.4K -443 -0.7%
BWM
2111
Baystate Wealth Management
Massachusetts
$10.5M -$885K -6,000 -9%
CWM
2112
Centric Wealth Management
Illinois
$10.5M -$740K -5,015 -7%
OCM
2113
Once Capital Management
New York
$10.5M
HFM
2114
Hartford Financial Management
Connecticut
$10.5M -$80.7K -547 -0.9%
MWM
2115
Meritas Wealth Management
California
$10.5M +$95.9K +650 +1%
RFM
2116
Royal Fund Management
Florida
$10.4M -$306K -2,077 -3%
ARC
2117
Advisor Resource Council
Texas
$10.4M +$2.91M +19,727 +44%
PW
2118
Peninsula Wealth
California
$10.4M +$76.7K +520 +0.8%
CRWM
2119
Castle Rock Wealth Management
California
$10.4M -$94.9K -643 -1%
BBWA
2120
Bell & Brown Wealth Advisors
California
$10.4M +$218K +1,477 +2%
DC
2121
DeDora Capital
California
$10.4M -$157K -1,062 -2%
CCM
2122
CloudAlpha Capital Management
Hong Kong
$10.4M +$9.3M +63,000 New
KP
2123
Keel Point
Alabama
$10.4M +$1.01M +6,847 +12%
DWM
2124
Darwin Wealth Management
Florida
$10.4M -$733K -4,968 -7%
PCM
2125
Poehling Capital Management
Wisconsin
$10.4M -$3.25K -22 -0%