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Name Holding Trade Value Shares
Change
Change in
Stake
CFA
1701
CWS Financial Advisors
Michigan
$903K +$620 +5 +0.1%
SW
1702
Solidarity Wealth
Utah
$900K +$930K +7,501 New
FPCM
1703
Financial Partners Capital Management
New York
$896K -$55.8K -450 -6%
PIM
1704
Provident Investment Management
Michigan
$895K -$16.5K -133 -2%
NF
1705
Norwood Financial
Pennsylvania
$895K
AAMC
1706
Asset Allocation & Management Company
Illinois
$894K
IF
1707
IRON Financial
Illinois
$894K +$95K +766 +11%
PWMG
1708
Prestige Wealth Management Group
New Jersey
$894K +$512K +4,132 +121%
AW
1709
ACG Wealth
Georgia
$889K -$386K -3,114 -29%
SOS
1710
Silver Oak Securities
Tennessee
$888K +$894K +7,214 New
CNB
1711
Camden National Bank
Maine
$887K -$30.2K -244 -3%
HCWM
1712
Harrison & Co Wealth Management
Virginia
$886K -$13.4K -108 -1%
SCM
1713
Silvant Capital Management
Georgia
$882K
MIM
1714
MTM Investment Management
South Carolina
$882K +$124 +1 +0%
CWM
1715
Concentric Wealth Management
California
$881K -$4.34K -35 -0.5%
SFP
1716
Sweet Financial Partners
Minnesota
$879K +$384K +3,100 +72%
FCFC
1717
First Commonwealth Financial Corp
Pennsylvania
$874K -$23.8K -192 -3%
JWM
1718
Jeppson Wealth Management
California
$874K +$89.3K +720 +11%
WPC
1719
Wedmont Private Capital
Pennsylvania
$869K -$44.8K -361 -5%
VCAM
1720
Van Cleef Asset Management
Ohio
$867K -$124K -1,000 -12%
CF
1721
Centaurus Financial
California
$867K +$55.2K +445 +6%
RWB
1722
RMR Wealth Builders
New Jersey
$863K +$539K +4,346 +147%
MHS
1723
M Holdings Securities
Oregon
$856K +$897K +7,234 New
RIA
1724
Realta Investment Advisors
Delaware
$855K -$133K -1,073 -13%
CCA
1725
Childress Capital Advisors
Texas
$852K +$145K +1,168 +19%