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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1601
McRae Capital Management
New Jersey
$569K +$23.3K +95 +4%
CA
1602
Cornerstone Advisory
Maryland
$565K – – –
CSA
1603
Cottage Street Advisors
Massachusetts
$565K – – –
SIG
1604
Sky Investment Group
Connecticut
$564K +$43.1K +176 +8%
FWP
1605
FAS Wealth Partners
Kansas
$564K +$101K +411 +22%
DCM
1606
DGS Capital Management
New Jersey
$562K +$66.7K +272 +13%
SIG
1607
Spinnaker Investment Group
California
$560K -$56.9K -232 -9%
Meridian Wealth Management
1608
Meridian Wealth Management
Kentucky
$560K +$277K +1,131 +97%
WIC
1609
Woodmont Investment Counsel
Tennessee
$557K -$38.2K -156 -6%
MW
1610
Marcum Wealth
Ohio
$557K +$52.2K +213 +10%
FMN
1611
Financial Management Network
California
$556K +$490 +2 +0.1%
RCC
1612
Red Cedar Capital
Nebraska
$555K – – –
FPWM
1613
FSB Premier Wealth Management
Iowa
$555K +$4.17K +17 +0.8%
TA
1614
Trellis Advisors
Washington
$555K +$10.5K +43 +2%
WDL
1615
Well Done LLC
Michigan
$553K – – –
PK
1616
Pflug Koory
Nebraska
$553K +$2.45K +10 +0.4%
Cullen Capital Management
1617
Cullen Capital Management
New York
$549K – – –
55I LLC
1618
55I LLC
Massachusetts
$548K +$552K +2,253 New
WA
1619
Wealth Architects
California
$547K -$46.6K -190 -8%
TAM
1620
Taurus Asset Management
New York
$547K – – –
QC
1621
Quent Capital
New York
$547K +$46.8K +191 +9%
JGIA
1622
Jackson Grant Investment Advisers
Connecticut
$546K – – –
PCS
1623
Personal CFO Solutions
New Jersey
$546K +$7.6K +31 +1%
HFA
1624
High Falls Advisors
New York
$545K -$73.5K -300 -12%
BP
1625
BBR Partners
New York
$544K – – –