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Name Holding Trade Value Shares
Change
Change in
Stake
NAMM
2626
NorthStar Asset Management (Massachusetts)
Massachusetts
$203K +$184K +1,440 New
IWA
2627
IVC Wealth Advisors
Pennsylvania
$202K +$183K +1,432 New
RTS
2628
Round Table Services
New Jersey
$202K +$183K +1,433 New
CWM
2629
Chicago Wealth Management
Illinois
$202K +$184K +1,434 New
AA
2630
Argent Advisors
Louisiana
$202K +$184K +1,435 New
ACM
2631
Armbruster Capital Management
New York
$202K +$184K +1,437 New
RWM
2632
Reston Wealth Management
Virginia
$201K +$183K +1,426 New
WAM
2633
WFA Asset Management
Wisconsin
$201K +$182K +1,425 New
FPW
2634
Flagship Private Wealth
Massachusetts
$200K +$182K +1,418 New
PP
2635
Pacifica Partners
Canada
$198K +$136K +1,061 +271%
SWA
2636
SOA Wealth Advisors
New York
$191K +$128 +1 +0.1%
HR
2637
Hayden Royal
North Carolina
$185K +$169K +1,318 New
BDWM
2638
Brewin Dolphin Wealth Management
Ireland
$184K -$51.2K -400 -23%
CSC
2639
Cove Street Capital
California
$183K – – –
PA
2640
PSI Advisors
Florida
$183K +$7.94K +62 +5%
LWA
2641
Lenox Wealth Advisors
New York
$181K +$8.7K +68 +6%
CCM
2642
Copeland Capital Management
Pennsylvania
$176K – – –
OBWP
2643
O'Brien Wealth Partners
Massachusetts
$176K +$175K +1,365 New
OCM
2644
Orion Capital Management
California
$174K – – –
AFS
2645
Annapolis Financial Services
Maryland
$174K +$39.3K +307 +33%
DWP
2646
Destiny Wealth Partners
Florida
$173K +$256 +2 +0.2%
FFWM
2647
Future Financial Wealth Management
Ohio
$171K +$157K +1,229 New
LPIC
2648
LeJeune Puetz Investment Counsel
Michigan
$169K – – –
CC
2649
Corsicana & Co
Texas
$167K – – –
FA
2650
Financial Avengers
California
$166K +$512 +4 +0.3%