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Name Holding Trade Value Shares
Change
Change in
Stake
RMDI
2101
R.M. Davis Inc
Maine
$438K -$2.48K -5 -0.5%
EHC
2102
Everett Harris & Co
California
$438K +$43.6K +88 +10%
MW
2103
Marcum Wealth
Ohio
$437K -$83.7K -169 -15%
WAG
2104
Winthrop Advisory Group
Massachusetts
$436K
CSIC
2105
Clifford Swan Investment Counsel
California
$434K +$16.8K +34 +4%
HT
2106
Heritage Trust
Oklahoma
$434K +$483K +975 New
BW
2107
Blalock Williams
Alabama
$433K +$482K +973 New
TAM
2108
Townsend Asset Management
North Carolina
$431K
EB
2109
Exchange Bank
California
$431K +$2.48K +5 +0.5%
TW
2110
TrinityPoint Wealth
Connecticut
$430K +$70.3K +142 +17%
WC
2111
Woodstock Corp
Massachusetts
$430K +$17.8K +36 +4%
AMBIA
2112
Allen Mooney & Barnes Investment Advisors
Georgia
$428K +$12.9K +26 +3%
PFG
2113
Prosperity Financial Group
California
$427K +$58.9K +119 +14%
LA
2114
LM Advisors
California
$427K +$60.9K +123 +15%
MA
2115
Maxele Advisors
Missouri
$425K +$473K +956 New
GAA
2116
Guardian Asset Advisors
Pennsylvania
$425K -$43.6K -88 -8%
BOC
2117
Bull Oak Capital
California
$423K
HWM
2118
Hemington Wealth Management
Virginia
$423K +$6.93K +14 +1%
RWI
2119
Red Wave Investments
Pennsylvania
$422K -$9.9K -20 -2%
OL
2120
Optas LLC
Texas
$421K +$30.7K +62 +7%
SMA
2121
Seven Mile Advisory
New Jersey
$421K -$124K -251 -21%
LJAC
2122
L.J. Altfest & Co
New York
$420K +$95.6K +193 +26%
NCFG
2123
New Century Financial Group
New Jersey
$419K +$26.2K +53 +6%
AWA
2124
AGH Wealth Advisors
Kansas
$419K +$466K +942 New
LSIA
2125
LaSalle St. Investment Advisors
Illinois
$418K +$139K +280 +42%