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Name Holding Trade Value Shares
Change
Change in
Stake
FA
1551
Financial Advisors
Massachusetts
$343K
SP
1552
Successful Portfolios
Florida
$343K +$15.5K +81 +5%
CGA
1553
Crescent Grove Advisors
Illinois
$342K
COI
1554
Capital One Investing
Virginia
$341K +$32.4K +169 +11%
GLI
1555
Guardian Life Insurance
New York
$340K -$7.49K -39 -2%
FA
1556
Fortis Advisors
Pennsylvania
$339K +$2.5K +13 +0.7%
OIM
1557
Orca Investment Management
Oregon
$338K -$6.72K -35 -2%
KMWM
1558
Keudell/Morrison Wealth Management
Oregon
$338K
CTA
1559
Colonial Trust Advisors
South Carolina
$337K -$59.7K -311 -15%
BKA
1560
Brick & Kyle Associates
Pennsylvania
$337K +$19.4K +101 +7%
FAM
1561
Fenimore Asset Management
New York
$336K
WA
1562
WBH Advisory
Maryland
$336K +$384 +2 +0.1%
WWM
1563
Western Wealth Management
Colorado
$335K -$4.42K -23 -1%
CTI
1564
Community Trust & Investment
Kentucky
$334K +$9.21K +48 +3%
VSWA
1565
Vontobel Swiss Wealth Advisors
Switzerland
$332K -$187K -972 -36%
SPI
1566
Santori & Peters Inc
Pennsylvania
$332K +$2.11K +11 +0.6%
GSWM
1567
Golden State Wealth Management
California
$330K +$36.1K +188 +12%
AI
1568
Accredited Investors
Minnesota
$329K -$26.3K -137 -7%
HPWM
1569
Highland Private Wealth Management
Washington
$328K -$43K -224 -12%
ACM
1570
Ategra Capital Management
Virginia
$327K
TCPWM
1571
Traverso Chambers Private Wealth Management
California
$326K +$1.34K +7 +0.4%
BIA
1572
BHK Investment Advisors
Alabama
$325K -$99.8K -520 -24%
JA
1573
JOYN Advisors
Georgia
$323K -$39.5K -206 -11%
UC
1574
Unio Capital
New Jersey
$323K
DWM
1575
Destination Wealth Management
California
$321K +$190K +991 +149%