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Name Holding Trade Value Shares
Change
Change in
Stake
HPWM
1701
Highland Private Wealth Management
Washington
$601K -$47.9K -472 -8%
WIP
1702
Wellesley Investment Partners
Massachusetts
$599K -$101K -994 -15%
Members Trust
1703
Members Trust
Florida
$599K -$41.3K -407 -7%
CAM
1704
Covenant Asset Management
New Jersey
$597K -$6.29K -62 -1%
HIM
1705
Hotaling Investment Management
Pennsylvania
$594K -$741K -7,304 -57%
CAM
1706
CenterStar Asset Management
Illinois
$594K
IPW
1707
Inlet Private Wealth
Florida
$594K
EWM
1708
Empirical Wealth Management
Washington
$593K -$90.7K -894 -14%
VAM
1709
Verity Asset Management
North Carolina
$593K -$72.7K -717 -12%
MOS
1710
MGO One Seven
Ohio
$592K +$169K +1,665 +44%
SW
1711
SteelPeak Wealth
California
$591K -$238K -2,348 -30%
PFWA
1712
Paces Ferry Wealth Advisors
Georgia
$582K +$542K +5,346 New
SFSIG
1713
San Francisco Sentry Investment Group
California
$581K -$93K -917 -15%
BMC
1714
Beaton Management Company
Massachusetts
$581K -$92.3K -910 -15%
DLCIG
1715
D.L. Carlson Investment Group
New Hampshire
$581K
QSS
1716
Quantitative Systematic Strategies
Florida
$580K +$541K +5,333 New
ARMC
1717
American Research & Management Company
Massachusetts
$579K -$5.07K -50 -0.9%
MCM
1718
Mengis Capital Management
Oregon
$577K -$7.3K -72 -1%
BP
1719
Broadleaf Partners
Ohio
$577K
NFC
1720
Northeast Financial Consultants
Connecticut
$577K +$1.52K +15 +0.3%
GFS
1721
GYL Financial Synergies
Connecticut
$576K +$20.6K +203 +4%
BOPW
1722
Brandywine Oak Private Wealth
Pennsylvania
$574K +$203 +2 +0%
AWC
1723
Abundance Wealth Counselors
Pennsylvania
$574K +$7K +69 +1%
AFP
1724
Ausdal Financial Partners
Iowa
$574K +$144K +1,416 +30%
TA
1725
TFG Advisers
Michigan
$573K -$609 -6 -0.1%