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Name Holding Trade Value Shares
Change
Change in
Stake
VWM
1901
Vigilare Wealth Management
Arizona
$631K -$453K -3,657 -41%
Hillsdale Investment Management
1902
Hillsdale Investment Management
Ontario, Canada
$631K +$559K +4,506 +546%
Advisory Alpha
1903
Advisory Alpha
Michigan
$629K +$13.1K +106 +2%
Boothbay Fund Management
1904
Boothbay Fund Management
New York
$629K +$659K +5,314 New
Gratus Capital
1905
Gratus Capital
Georgia
$628K -$33.3K -269 -5%
PWMAG
1906
Pinnacle Wealth Management Advisory Group
New Jersey
$625K +$216K +1,740 +49%
SMA
1907
Sage Mountain Advisors
Georgia
$624K +$21.8K +176 +3%
VWA
1908
Visionary Wealth Advisors
Illinois
$624K +$227K +1,830 +53%
UAML
1909
US Asset Management LLC
Pennsylvania
$623K – – –
HFS
1910
Heritage Financial Services
Massachusetts
$623K +$3.72K +30 +0.6%
KTC
1911
Kistler-Tiffany Companies
Pennsylvania
$622K – – –
FFA
1912
Fragasso Financial Advisors
Pennsylvania
$621K +$1.86K +15 +0.3%
BA
1913
Bristlecone Advisors
Washington
$617K – – –
CWM
1914
Cahaba Wealth Management
Georgia
$617K +$65.8K +531 +11%
CISOA
1915
Capital Investment Services of America
Wisconsin
$615K – – –
APC
1916
Aspire Private Capital
North Carolina
$615K +$88K +710 +16%
ANBT
1917
American National Bank & Trust
Texas
$614K +$229K +1,845 +55%
RWA Wealth Partners
1918
RWA Wealth Partners
Massachusetts
$613K +$17K +137 +3%
LA
1919
Legacy Advisors
Pennsylvania
$613K +$419K +3,378 +188%
GFS
1920
GYL Financial Synergies
Connecticut
$612K -$226K -1,821 -26%
FIM
1921
Fernwood Investment Management
Massachusetts
$612K -$97.6K -787 -13%
1W
1922
1776 Wealth
Georgia
$610K +$26K +210 +4%
OIA
1923
Optimum Investment Advisors
Illinois
$606K -$85.4K -689 -12%
Stonegate Investment Group
1924
Stonegate Investment Group
Alabama
$606K -$10.7K -86 -2%
KWM
1925
Kolinsky Wealth Management
New Jersey
$604K +$22.2K +179 +4%