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Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
1926
Cedar Brook Financial Partners
Ohio
$584K -$7.59K -76 -1%
RFG
1927
Range Financial Group
Oregon
$583K -$19K -190 -3%
NAMP
1928
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$583K +$12.5K +125 +2%
FPCP
1929
Fort Point Capital Partners
California
$582K +$699 +7 +0.1%
CS
1930
Cannell & Spears
New York
$582K +$10.9K +109 +2%
MA
1931
MCF Advisors
Kentucky
$581K +$32.7K +327 +7%
CG
1932
Corundum Group
Colorado
$580K -$568K -5,686 -52%
PWM
1933
Palumbo Wealth Management
New York
$580K +$118K +1,184 +29%
FDCP
1934
Foster Dykema Cabot & Partners
Massachusetts
$580K +$526K +5,265 New
CWA
1935
Clearview Wealth Advisors
Oregon
$579K -$1.2K -12 -0.2%
TCB
1936
Texas Capital Bancshares
Texas
$579K +$37.2K +372 +8%
FIM
1937
Fernwood Investment Management
Massachusetts
$579K -$16.1K -161 -3%
LWA
1938
Lantern Wealth Advisors
New York
$578K +$525K +5,255 New
FWP
1939
FAS Wealth Partners
Kansas
$576K +$24.7K +247 +5%
RIA
1940
Richwood Investment Advisors
Ohio
$575K
AIM
1941
ARGA Investment Management
Connecticut
$575K
BEC
1942
Blue Edge Capital
Virginia
$574K
UAML
1943
US Asset Management LLC
Pennsylvania
$573K +$520K +5,204 New
FMTCOCP
1944
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$570K +$25K +250 +5%
SSW
1945
Smith Shellnut Wilson
Mississippi
$569K -$67.3K -674 -12%
CPC
1946
Cookson Peirce & Co
Pennsylvania
$568K +$52.5K +525 +11%
NFC
1947
Northeast Financial Consultants
Connecticut
$568K
QC
1948
Quent Capital
New York
$567K +$75.9K +760 +17%
SAG
1949
Spotlight Asset Group
Illinois
$566K
MW
1950
Marcum Wealth
Ohio
$565K -$48.9K -489 -9%