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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1276
Centric Wealth Management
Illinois
$993K +$368K +1,597 +59%
WI
1277
WrapManager Inc
California
$986K -$18.2K -79 -2%
VBCG
1278
Valley Brook Capital Group
Pennsylvania
$986K +$989K +4,290 New
COF
1279
Capital One Financial
Virginia
$985K -$197K -853 -17%
MWM
1280
Mascoma Wealth Management
New Hampshire
$985K +$988K +4,285 New
NB
1281
NBT Bank
New York
$983K -$3.69K -16 -0.4%
FAIM
1282
Financial Advocates Investment Management
Washington
$983K +$50.5K +219 +5%
MPPLM
1283
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$981K +$24.2K +105 +3%
MMPW
1284
Mitchell McLeod Pugh & Williams
Alabama
$976K
LSAG
1285
Lake Street Advisors Group
New Hampshire
$975K +$1.38K +6 +0.1%
NFG
1286
Next Financial Group
Texas
$967K -$94.5K -410 -9%
PVH
1287
Psagot Value Holdings
Israel
$963K -$1.31M -5,700 -58%
HWA
1288
Heritage Wealth Advisors
Virginia
$962K +$77K +334 +9%
RPC
1289
Rossmore Private Capital
Connecticut
$959K +$4.15K +18 +0.4%
DSC
1290
Duncker Streett & Co
Missouri
$955K -$47K -204 -5%
WA
1291
Wealth Alliance
New York
$955K +$18K +78 +2%
ST
1292
Smithfield Trust
Pennsylvania
$954K +$27K +117 +3%
DI
1293
DAGCO Inc
Ohio
$952K -$11.5K -50 -1%
GAM
1294
Geier Asset Management
Maryland
$950K +$974K +4,223 New
SHWM
1295
Silicon Hills Wealth Management
Texas
$948K
DP
1296
Dearborn Partners
Illinois
$945K -$36.9K -160 -4%
APG
1297
Abacus Planning Group
South Carolina
$945K +$39.7K +172 +4%
ACM
1298
Ativo Capital Management
Illinois
$944K -$461 -2 -0%
BBA
1299
BLB&B Advisors
Pennsylvania
$944K +$64.1K +278 +7%
LPT
1300
Legacy Private Trust
Wisconsin
$943K -$445K -1,930 -32%