Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1776
Fragasso Financial Advisors
Pennsylvania
$954K +$114K +862 +14%
MTIC
1777
Missouri Trust & Investment Company
Missouri
$947K -$21K -159 -2%
HWAM
1778
Hennion & Walsh Asset Management
New Jersey
$946K -$562K -4,260 -38%
FDCP
1779
Foster Dykema Cabot & Partners
Massachusetts
$946K +$119K +906 +15%
LCG
1780
Lakeshore Capital Group
Illinois
$945K +$923 +7 +0.1%
ITIM
1781
Indiana Trust & Investment Management
Indiana
$945K – – –
AGWCA
1782
Annis Gardner Whiting Capital Advisors
Florida
$943K +$61.2K +464 +7%
SEIA
1783
Signature Estate & Investment Advisors
California
$940K -$27.8K -211 -3%
BMC
1784
Benin Management Corp
Connecticut
$939K -$266K -2,015 -23%
GIM
1785
Goelzer Investment Management
Indiana
$938K -$21.4K -162 -2%
SWA
1786
Sax Wealth Advisors
New Jersey
$935K +$102K +770 +13%
FC
1787
Financial Council
Maryland
$935K – – –
WA
1788
Wealthstar Advisors
Texas
$934K -$470K -3,564 -34%
CA
1789
Cambridge Advisors
Nebraska
$934K +$2.9K +22 +0.3%
WAM
1790
WNY Asset Management
New York
$933K -$62.5K -474 -6%
CCP
1791
Clarkston Capital Partners
Michigan
$931K +$119K +900 +15%
MW
1792
Maia Wealth
Colorado
$929K +$555K +4,211 +161%
SWP
1793
Strategic Wealth Partners
Ohio
$926K +$898K +6,810 New
TAM
1794
Trillium Asset Management
Massachusetts
$921K +$85.8K +651 +11%
TLCM
1795
Twin Lakes Capital Management
California
$920K +$2.37K +18 +0.3%
RWP
1796
Ridgecrest Wealth Partners
California
$917K – – –
TWM
1797
Trueblood Wealth Management
Ohio
$915K +$86.2K +654 +11%
BEC
1798
Blue Edge Capital
Virginia
$915K – – –
SL
1799
Sentry LLC
Tennessee
$915K – – –
FIM
1800
Freedom Investment Management
Connecticut
$912K -$53.8K -408 -6%