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Name Holding Trade Value Shares
Change
Change in
Stake
D
1926
Diversified
Delaware
$523K -$426 -4 -0.1%
PHAM
1927
Palisades Hudson Asset Management
Florida
$522K
GSEP
1928
Golden State Equity Partners
California
$522K +$68.4K +642 +15%
NAMP
1929
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$520K +$13.3K +125 +3%
CGA
1930
Crescent Grove Advisors
Illinois
$519K +$508K +4,762 New
DS
1931
DRW Securities
Illinois
$518K -$393K -3,684 -44%
RIA
1932
Richwood Investment Advisors
Ohio
$515K -$85.4K -801 -15%
AIA
1933
Alera Investment Advisors
Illinois
$514K -$5.76K -54 -1%
WFI
1934
West Family Investments
California
$514K +$502K +4,714 New
SWIG
1935
Strategic Wealth Investment Group
Kentucky
$514K +$502K +4,710 New
CG
1936
Clarus Group
Texas
$513K +$25.9K +243 +5%
CA
1937
Cornerstone Advisory
Maryland
$513K -$50K -469 -9%
SGC
1938
Slocum, Gordon & Co
Rhode Island
$512K
RWM
1939
RKL Wealth Management
Pennsylvania
$511K -$4.69K -44 -0.9%
AC
1940
Avestar Capital
New York
$511K -$68.5K -643 -12%
LSA
1941
Lion Street Advisors
Texas
$510K +$116K +1,091 +38%
RCG
1942
Regatta Capital Group
California
$509K -$6.18K -58 -1%
AAG
1943
Armstrong Advisory Group
Massachusetts
$507K +$320 +3 +0.1%
VWM
1944
Valley Wealth Managers
New Jersey
$507K +$533 +5 +0.1%
CNB
1945
Camden National Bank
Maine
$506K +$10.2K +96 +2%
IWP
1946
Invenio Wealth Partners
Florida
$505K +$494K +4,631 New
GIM
1947
Greylin Investment Management
Virginia
$504K
KWM
1948
Kolinsky Wealth Management
New Jersey
$503K -$8.95K -84 -2%
CWM
1949
Circle Wealth Management
New Jersey
$503K -$1.71K -16 -0.3%
WEG
1950
World Equity Group
Illinois
$503K -$2.16M -20,268 -81%