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Name Holding Trade Value Shares
Change
Change in
Stake
WH
1801
Willner & Heller
California
$631K +$4.54K +40 +0.7%
SAM
1802
SignalPoint Asset Management
Missouri
$630K – – –
RIA
1803
Richwood Investment Advisors
Ohio
$630K +$23.8K +210 +4%
RIG
1804
Roosevelt Investment Group
New York
$629K -$87.4K -770 -12%
FC
1805
Financial Council
Maryland
$629K – – –
PWMAG
1806
Pinnacle Wealth Management Advisory Group
New Jersey
$627K +$55.4K +488 +9%
FNT
1807
First Nebraska Trust
Nebraska
$627K – – –
CAC
1808
Certified Advisory Corp
Florida
$626K -$64.7K -570 -9%
SSG
1809
Summit Securities Group
New York
$626K +$277K +2,437 +73%
SAI
1810
Systematic Alpha Investments
New Jersey
$625K – – –
WEG
1811
World Equity Group
Illinois
$624K -$41.2K -363 -6%
AC
1812
Applied Capital
Arkansas
$624K +$1.59K +14 +0.2%
SCA
1813
Sippican Capital Advisors
Massachusetts
$622K – – –
MWPCG
1814
Measured Wealth Private Client Group
New Hampshire
$621K +$42.5K +374 +7%
ECM
1815
EagleClaw Capital Management
Massachusetts
$620K -$14.2K -125 -2%
EWM
1816
EPG Wealth Management
Georgia
$620K -$3.75K -33 -0.6%
SSW
1817
Smith Shellnut Wilson
Mississippi
$619K -$39.7K -350 -6%
HIM
1818
Hotaling Investment Management
Pennsylvania
$618K -$4.43K -39 -0.7%
FNBSF
1819
First National Bank Sioux Falls
South Dakota
$618K – – –
TPWA
1820
TRUE Private Wealth Advisors
Oregon
$617K -$22.3K -196 -3%
FIA
1821
Foundations Investment Advisors
Arizona
$616K -$348K -3,064 -35%
AFG
1822
Allegheny Financial Group
Pennsylvania
$616K – – –
CANY
1823
Caxton Associates (New York)
New York
$616K +$644K +5,669 New
CAM
1824
Campion Asset Management
Virginia
$615K – – –
LCM
1825
Linker Capital Management
Kentucky
$615K – – –