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Name Holding Trade Value Shares
Change
Change in
Stake
HFA
1401
High Falls Advisors
New York
$708K +$220 +1 +0%
ZCI
1402
Zevenbergen Capital Investments
Washington
$703K -$1.54K -7 -0.2%
WF
1403
WoodTrust Financial
Wisconsin
$703K
SMFS
1404
Squar Milner Financial Services
California
$702K -$49.2K -223 -7%
GG
1405
GenWealth Group
New Jersey
$701K
FNBTCON
1406
First National Bank & Trust Co of Newtown
Pennsylvania
$700K
TAM
1407
Trillium Asset Management
Massachusetts
$699K -$244K -1,106 -28%
CWM
1408
Centric Wealth Management
Illinois
$699K +$39.2K +178 +7%
NCM
1409
Northwest Capital Management
Oregon
$697K
NCM
1410
Northside Capital Management
Oregon
$692K
SCCM
1411
Schafer Cullen Capital Management
New York
$689K
GEA
1412
Glen Eagle Advisors
New Jersey
$689K -$6.61K -30 -1%
DWM
1413
Doyle Wealth Management
Florida
$688K +$57.8K +262 +10%
HHAA
1414
Henry H. Armstrong Associates
Pennsylvania
$685K -$28.7K -130 -4%
CPIG
1415
Chicago Partners Investment Group
Illinois
$685K +$20.7K +94 +3%
TFO
1416
Tarbox Family Office
California
$684K +$328K +1,486 +110%
CBU
1417
CIBC Bank USA
Illinois
$683K -$5.51K -25 -0.9%
KFA
1418
Kelleher Financial Advisors
New York
$682K -$7.05K -32 -1%
GLR
1419
Great Lakes Retirement
Ohio
$681K +$625K +2,836 New
GFS
1420
GYL Financial Synergies
Connecticut
$680K -$136K -615 -18%
SCM
1421
Stonebridge Capital Management
California
$680K
EW
1422
Evoke Wealth
California
$680K +$44.1K +200 +8%
B
1423
Brightworth
Georgia
$678K +$201K +910 +48%
QT
1424
Quantbot Technologies
New York
$667K +$199K +904 +49%
PCG
1425
Private Capital Group
Connecticut
$666K +$27.8K +126 +5%