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Name Holding Trade Value Shares
Change
Change in
Stake
CP
2051
Canopy Partners
Ohio
$561K +$543K +941 New
SMA
2052
Seven Mile Advisory
New Jersey
$557K +$19K +33 +4%
ACP
2053
Aveo Capital Partners
Colorado
$556K +$30K +52 +6%
CV
2054
Counterweight Ventures
North Carolina
$552K +$533K +925 New
PWMG
2055
Prestige Wealth Management Group
New Jersey
$551K -$6.34K -11 -1%
AWM
2056
Atticus Wealth Management
Florida
$551K -$121K -210 -19%
LOAMU
2057
Lombard Odier Asset Management (USA)
New York
$549K
SAG
2058
Spotlight Asset Group
Illinois
$549K
FDDB
2059
Fidelity D&D Bancorp
Pennsylvania
$545K +$8.07K +14 +2%
SPWM
2060
Spartan Planning & Wealth Management
North Carolina
$544K -$92.3K -160 -15%
WI
2061
Wedgewood Investors
Pennsylvania
$544K -$28.8K -50 -5%
SHFA
2062
SC&H Financial Advisors
Maryland
$542K -$29.4K -51 -5%
WFI
2063
West Family Investments
California
$542K +$4.04K +7 +0.8%
TP
2064
Tranquility Partners
Tennessee
$541K -$72.1K -125 -12%
PAG
2065
Paladin Advisory Group
Iowa
$538K
PFA
2066
Pure Financial Advisors
California
$537K +$70.9K +123 +16%
PAM
2067
Paradigm Asset Management
New York
$537K
USB
2068
Union Savings Bank
Connecticut
$537K +$51.9K +90 +11%
RWI
2069
Red Wave Investments
Pennsylvania
$536K +$5.19K +9 +1%
OBWG
2070
Onyx Bridge Wealth Group
New York
$535K -$217K -377 -30%
CCM
2071
Crabel Capital Management
California
$533K -$134K -232 -21%
Cohen & Steers
2072
Cohen & Steers
New York
$532K
ZIC
2073
ZWJ Investment Counsel
Georgia
$532K -$54.2K -94 -10%
MS
2074
Mizuho Securities
Japan
$531K +$265K +460 +107%
JHCP
2075
Jackson Hole Capital Partners
Oklahoma
$530K