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Name Holding Trade Value Shares
Change
Change in
Stake
MF
1501
Montis Financial
Massachusetts
$655K
PWW
1502
Pettyjohn Wood & White
Virginia
$654K -$84.9K -356 -12%
MHIC
1503
Marble Harbor Investment Counsel
Massachusetts
$654K
FMN
1504
Financial Management Network
California
$649K -$36.7K -154 -6%
DA
1505
Doliver Advisors
Texas
$649K +$64.7K +271 +12%
CCM
1506
Community Capital Management
Florida
$647K
WP
1507
Waycross Partners
Kentucky
$647K
CPO
1508
Cerity Partners OCIO
New York
$646K +$81.4K +341 +15%
MS
1509
Maven Securities
Jersey
$645K -$682K -2,857 -52%
KMWM
1510
Keudell/Morrison Wealth Management
Oregon
$645K +$38.4K +161 +7%
HFA
1511
High Falls Advisors
New York
$644K +$239 +1 +0%
BOS
1512
Bingham Osborn & Scarborough
California
$644K +$32K +134 +5%
KFS
1513
Kurt F. Somerville
$640K -$110K -460 -15%
QAM
1514
QCI Asset Management
New York
$640K +$6.2K +26 +1%
BWA
1515
Burt Wealth Advisors
Maryland
$638K
MFG
1516
Menard Financial Group
Texas
$637K -$59.9K -251 -9%
ACM
1517
Armbruster Capital Management
New York
$636K -$29.8K -125 -5%
AA
1518
Apriem Advisors
California
$631K +$3.1K +13 +0.5%
FANJ
1519
Financial Architects (New Jersey)
New Jersey
$631K +$71.8K +301 +13%
SWA
1520
Sutton Wealth Advisors
Florida
$631K +$954 +4 +0.2%
WC
1521
Westhampton Capital
North Carolina
$628K
RI
1522
Ridgewood Investments
New Jersey
$628K +$63K +264 +12%
FCA
1523
FLC Capital Advisors
California
$627K
DMC
1524
Drexel Morgan & Co
Pennsylvania
$625K
WOSD
1525
WFA of San Diego
California
$622K -$52.5K -220 -8%