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Name Holding Trade Value Shares
Change
Change in
Stake
HIM
1901
Hillsdale Investment Management
Ontario, Canada
$631K +$559K +4,506 +546%
AA
1902
Advisory Alpha
Michigan
$629K +$13.1K +106 +2%
BFM
1903
Boothbay Fund Management
New York
$629K +$659K +5,314 New
GC
1904
Gratus Capital
Georgia
$628K -$33.3K -269 -5%
PWMAG
1905
Pinnacle Wealth Management Advisory Group
New Jersey
$625K +$216K +1,740 +49%
SMA
1906
Sage Mountain Advisors
Georgia
$624K +$21.8K +176 +3%
VWA
1907
Visionary Wealth Advisors
Illinois
$624K +$227K +1,830 +53%
UAML
1908
US Asset Management LLC
Pennsylvania
$623K
HFS
1909
Heritage Financial Services
Massachusetts
$623K +$3.72K +30 +0.6%
KTC
1910
Kistler-Tiffany Companies
Pennsylvania
$622K
FFA
1911
Fragasso Financial Advisors
Pennsylvania
$621K +$1.86K +15 +0.3%
BA
1912
Bristlecone Advisors
Washington
$617K
CWM
1913
Cahaba Wealth Management
Georgia
$617K +$65.8K +531 +11%
CISOA
1914
Capital Investment Services of America
Wisconsin
$615K
APC
1915
Aspire Private Capital
North Carolina
$615K +$88K +710 +16%
ANBT
1916
American National Bank & Trust
Texas
$614K +$229K +1,845 +55%
RWP
1917
RWA Wealth Partners
Massachusetts
$613K +$17K +137 +3%
LA
1918
Legacy Advisors
Pennsylvania
$613K +$419K +3,378 +188%
GFS
1919
GYL Financial Synergies
Connecticut
$612K -$226K -1,821 -26%
FIM
1920
Fernwood Investment Management
Massachusetts
$612K -$97.6K -787 -13%
1W
1921
1776 Wealth
Georgia
$610K +$26K +210 +4%
OIA
1922
Optimum Investment Advisors
Illinois
$606K -$85.4K -689 -12%
SIG
1923
Stonegate Investment Group
Alabama
$606K -$10.7K -86 -2%
KWM
1924
Kolinsky Wealth Management
New Jersey
$604K +$22.2K +179 +4%
TW
1925
Towerpoint Wealth
California
$603K +$7.07K +57 +1%