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Name Holding Trade Value Shares
Change
Change in
Stake
CF
1551
Claris Financial
Virginia
$604K +$19K +62 +3%
IPAM
1552
Investment Partners Asset Management
New Jersey
$603K -$12.3K -40 -2%
GSB
1553
Greenfield Savings Bank
Massachusetts
$602K – – –
UWPG
1554
Ullmann Wealth Partners Group
Florida
$602K +$12.6K +41 +2%
TFM
1555
TFC Financial Management
Massachusetts
$600K -$62.7K -204 -9%
A
1556
Argentarii
Ohio
$599K +$12K +39 +2%
WH
1557
Willner & Heller
California
$599K +$2.76K +9 +0.5%
LCM
1558
LCM Capital Management
Illinois
$598K -$8.6K -28 -1%
AWMNY
1559
Arcadia Wealth Management (New York)
New York
$596K -$30.7K -100 -5%
MA
1560
McGrath & Associates
North Carolina
$596K -$132K -429 -18%
AFG
1561
Allegheny Financial Group
Pennsylvania
$593K +$1.54K +5 +0.3%
FGWP
1562
Founders Grove Wealth Partners
Virginia
$592K +$1.54K +5 +0.3%
HBW
1563
Hazlett, Burt & Watson
West Virginia
$592K +$246K +800 +71%
NRG
1564
Nemes Rush Group
Michigan
$590K -$12.9K -42 -2%
RPSA
1565
Richard P. Slaughter Associates
Texas
$590K +$282K +919 +92%
TCBWMS
1566
Texas Capital Bank Wealth Management Services
Texas
$588K -$72.2K -235 -11%
SACTSONJ
1567
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$586K – – –
IP
1568
Isthmus Partners
Wisconsin
$585K – – –
ML
1569
McAdam LLC
Pennsylvania
$584K +$27.6K +90 +5%
WSCM
1570
Wellington Shields Capital Management
New York
$583K – – –
SIC
1571
Samalin Investment Counsel
New York
$583K -$16.9K -55 -3%
CAM
1572
Chesapeake Asset Management
New York
$582K -$9.52K -31 -2%
QC
1573
Quent Capital
New York
$582K +$29.5K +96 +5%
VWM
1574
Valley Wealth Managers
New Jersey
$578K +$9.83K +32 +2%
MCM
1575
McRae Capital Management
New Jersey
$578K +$10.1K +33 +2%