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Name Holding Trade Value Shares
Change
Change in
Stake
LOPW
1526
Live Oak Private Wealth
North Carolina
$1.31M
BCM
1527
BluePath Capital Management
Georgia
$1.3M +$105K +308 +9%
CWM
1528
Castle Wealth Management
Florida
$1.3M +$62K +181 +5%
BFG
1529
Berger Financial Group
Minnesota
$1.3M -$29.1K -85 -2%
WSCM
1530
Wellington Shields Capital Management
New York
$1.3M +$34.6K +101 +3%
AC
1531
Avestar Capital
New York
$1.3M +$25.3K +74 +2%
WAS
1532
Westco Advisory Services
New York
$1.29M -$108K -315 -8%
SWM
1533
Sculati Wealth Management
Michigan
$1.29M
FAL
1534
Focused Alpha LLC
Colorado
$1.29M +$103K +302 +9%
HCM
1535
Howland Capital Management
Massachusetts
$1.29M +$90.4K +264 +8%
WAM
1536
WealthCare Asset Management
Missouri
$1.29M +$1.22M +3,560 New
HI
1537
Human Investing
Oregon
$1.28M -$15.7K -46 -1%
HA
1538
Herold Advisors
New York
$1.27M -$33.5K -98 -3%
NB
1539
Nicolet Bankshares
Wisconsin
$1.27M -$70.9K -207 -6%
BFIM
1540
Beese Fulmer Investment Management
Ohio
$1.27M +$445K +1,299 +59%
SL
1541
Sentinus LLC
Illinois
$1.26M +$63K +184 +6%
CCA
1542
Childress Capital Advisors
Texas
$1.26M -$158K -462 -12%
TPA
1543
Trivium Point Advisory
Connecticut
$1.26M +$206K +602 +21%
HIMS
1544
Hager Investment Management Services
New Hampshire
$1.26M +$37K +108 +3%
CA
1545
Continuum Advisory
Idaho
$1.26M +$76K +222 +7%
SACTSONJ
1546
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.25M -$63K -184 -5%
KJWM
1547
Kiley Juergens Wealth Management
Washington
$1.25M -$36.6K -107 -3%
BOPW
1548
Brandywine Oak Private Wealth
Pennsylvania
$1.25M -$7.19K -21 -0.6%
MFS
1549
Mattson Financial Services
Michigan
$1.25M +$42.4K +124 +4%
CBT
1550
Crews Bank & Trust
Florida
$1.24M -$5.48K -16 -0.5%