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Name Holding Trade Value Shares
Change
Change in
Stake
WA
1826
WBH Advisory
Maryland
$856K -$160K -1,258 -16%
CWA
1827
CM Wealth Advisors
Ohio
$854K
VCM
1828
Versant Capital Management
Arizona
$854K +$438K +3,438 +115%
GWAM
1829
Guardian Wealth Advisors (Minnesota)
Minnesota
$853K +$32.6K +256 +4%
1WM
1830
1858 Wealth Management
Ohio
$853K -$255 -2 -0%
TW
1831
Towerpoint Wealth
California
$852K -$46.7K -367 -5%
PWM
1832
Purus Wealth Management
California
$848K -$9.93K -78 -1%
CBT
1833
Crews Bank & Trust
Florida
$848K +$891 +7 +0.1%
TWM
1834
Tradition Wealth Management
Minnesota
$847K +$11.7K +92 +1%
NFC
1835
Northeast Financial Consultants
Connecticut
$846K
GF
1836
GGM Financials
Ohio
$840K +$218K +1,709 +37%
SP
1837
Successful Portfolios
Florida
$840K -$3.18K -25 -0.4%
CB
1838
CNB Bank
Pennsylvania
$839K -$11.5K -90 -1%
BCM
1839
BluePath Capital Management
Georgia
$838K -$377K -2,960 -32%
CYG
1840
Clean Yield Group
Vermont
$836K -$10.8K -85 -1%
PCMC
1841
Paragon Capital Management (Colorado)
Colorado
$834K +$382 +3 +0%
HKIM
1842
Hayek Kallen Investment Management
Alabama
$833K -$19.1K -150 -2%
ESB
1843
Essex Savings Bank
Connecticut
$831K -$15.1K -119 -2%
KJHP
1844
K.J. Harrison & Partners
Ontario, Canada
$830K -$251K -1,972 -24%
MWM
1845
MGB Wealth Management
Texas
$829K -$255 -2 -0%
FCCM
1846
First City Capital Management
Georgia
$828K -$101K -794 -11%
AF
1847
Apexium Financial
Texas
$827K +$360K +2,830 +83%
KTC
1848
Kentucky Trust Company
Kentucky
$827K -$31.3K -246 -4%
WE
1849
Wealth Effects
Massachusetts
$826K -$6.36K -50 -0.8%
MCM
1850
McRae Capital Management
New Jersey
$824K