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Name Holding Trade Value Shares
Change
Change in
Stake
CYG
776
Clean Yield Group
Vermont
$366K +$153K +2,884 +72%
IP
777
Investment Partners
Ohio
$364K +$1.43K +27 +0.4%
PVWM
778
Point View Wealth Management
New Jersey
$362K +$8.49K +160 +2%
HSWM
779
Hubbell Strickland Wealth Management
Louisiana
$361K +$743 +14 +0.2%
AIC
780
Archer Investment Corporation
Indiana
$360K
WCWM
781
Willow Creek Wealth Management
California
$355K
CFG
782
Capstone Financial Group
Oklahoma
$355K +$356K +6,707 New
GWM
783
Geneos Wealth Management
Colorado
$354K
AWP
784
Ascent Wealth Partners
New York
$353K
CG
785
Caprock Group
Idaho
$353K +$9.55K +180 +3%
RHBC
786
R.H. Bluestein & Co
Michigan
$352K +$353K +6,650 New
AWA
787
Acorn Wealth Advisors
Michigan
$351K
IWM
788
IHT Wealth Management
Illinois
$351K +$353K +6,644 New
SSWM
789
Smith Salley Wealth Management
North Carolina
$350K -$15K -283 -4%
VWM
790
Venturi Wealth Management
Texas
$349K -$9.24K -174 -3%
BAM
791
Berkshire Asset Management
Pennsylvania
$347K -$94.2K -1,774 -21%
CAM
792
Carret Asset Management
New York
$347K -$13.3K -250 -4%
BFM
793
Boston Financial Management
Massachusetts
$345K
Fayez Sarofim & Co
794
Fayez Sarofim & Co
Texas
$341K +$342K +6,446 New
PWW
795
Pettyjohn Wood & White
Virginia
$338K
SFSG
796
Stearns Financial Services Group
North Carolina
$334K
CRC
797
Curi RMB Capital
Illinois
$330K -$743 -14 -0.2%
MAA
798
Matrix Asset Advisors
New York
$328K
SFA
799
Sequoia Financial Advisors
Ohio
$328K +$8.12K +153 +3%
NAM
800
North American Management
Massachusetts
$326K -$20.4K -385 -6%