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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1801
Carlson Capital Management
Minnesota
$532K +$16.9K +42 +4%
RIA
1802
Regal Investment Advisors
Michigan
$532K +$2.01K +5 +0.5%
APW
1803
Austin Private Wealth
Texas
$531K +$100K +249 +30%
EWM
1804
Evermay Wealth Management
Virginia
$527K
PWM
1805
Prentice Wealth Management
New York
$527K -$15.7K -39 -3%
WAG
1806
Winthrop Advisory Group
Massachusetts
$526K +$39.1K +97 +10%
TCWA
1807
Ten Capital Wealth Advisors
Washington
$525K +$118K +293 +37%
CC
1808
Courier Capital
New York
$525K -$63.2K -157 -13%
CCG
1809
Capital CS Group
California
$524K +$431K +1,071 New
BIA
1810
Bigelow Investment Advisors
Maine
$523K +$37.5K +93 +10%
NL
1811
NWAM LLC
Washington
$522K +$41.9K +104 +11%
TW
1812
TrinityPoint Wealth
Connecticut
$521K -$2.42K -6 -0.6%
RMCM
1813
Reynders McVeigh Capital Management
Massachusetts
$520K -$64.1K -159 -13%
BA
1814
Bluesphere Advisors
Pennsylvania
$520K -$13.7K -34 -3%
RT
1815
Rockland Trust
Massachusetts
$519K -$50.8K -126 -11%
APWM
1816
Argonautica Private Wealth Management
Massachusetts
$519K +$1.61K +4 +0.4%
BWP
1817
BSW Wealth Partners
Colorado
$519K -$815K -2,022 -66%
LFG
1818
Larson Financial Group
Missouri
$518K -$2.85M -7,067 -87%
RP
1819
Riverwater Partners
Wisconsin
$516K -$12.1K -30 -3%
RIA
1820
Richwood Investment Advisors
Ohio
$515K +$9.67K +24 +2%
KA
1821
Kozak & Associates
Colorado
$515K -$10.9K -27 -2%
CC
1822
Centiva Capital
New York
$513K -$143K -354 -25%
EFMC
1823
Empire Financial Management Company
New York
$512K
ST
1824
Somerset Trust
Pennsylvania
$507K -$6.45K -16 -2%
CC
1825
Commons Capital
Massachusetts
$506K -$67.7K -168 -14%