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Name Holding Trade Value Shares
Change
Change in
Stake
WMS
1601
Wealth Management Solutions
Pennsylvania
$545K -$176K -765 -25%
NAS
1602
Nicolet Advisory Services
Wisconsin
$545K +$17K +74 +4%
TAM
1603
Taurus Asset Management
New York
$544K
JGIA
1604
Jackson Grant Investment Advisers
Connecticut
$543K -$41.1K -179 -7%
MCM
1605
McRae Capital Management
New Jersey
$543K
BEI
1606
Benjamin Edwards Inc
Missouri
$543K +$143K +623 +38%
OFS
1607
Orrstown Financial Services
Pennsylvania
$541K +$689 +3 +0.1%
TA
1608
Trellis Advisors
Washington
$541K +$919 +4 +0.2%
MSCM
1609
McElhenny Sheffield Capital Management
Texas
$540K -$668K -2,906 -57%
ACM
1610
Advisors Capital Management
New Jersey
$540K -$69.6K -303 -12%
BP
1611
BBR Partners
New York
$540K +$21.8K +95 +4%
RB
1612
Renasant Bank
Mississippi
$540K +$34.9K +152 +7%
CTA
1613
Colonial Trust Advisors
South Carolina
$539K +$3.22K +14 +0.6%
BW
1614
Bison Wealth
Georgia
$539K +$5.29K +23 +1%
FPWM
1615
FSB Premier Wealth Management
Iowa
$539K +$24.6K +107 +5%
FNC
1616
First National Corp
Massachusetts
$536K -$11K -48 -2%
UAML
1617
US Asset Management LLC
Pennsylvania
$536K
WIA
1618
World Investment Advisors
California
$535K -$17.5K -76 -3%
PCS
1619
Personal CFO Solutions
New Jersey
$535K +$14.2K +62 +3%
FM
1620
Family Management
New York
$535K +$50.8K +221 +11%
BWP
1621
Baldwin Wealth Partners
Massachusetts
$534K -$290K -1,262 -36%
CAG
1622
Csenge Advisory Group
Florida
$534K -$49.9K -217 -9%
CWM
1623
Cedar Wealth Management
California
$533K +$49.9K +217 +11%
DDC
1624
DF Dent & Co
Maryland
$532K -$105K -455 -17%
LRIC
1625
Long Road Investment Counsel
Michigan
$532K +$505K +2,200 New