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Name Holding Trade Value Shares
Change
Change in
Stake
UAML
1626
US Asset Management LLC
Pennsylvania
$539K
NAS
1627
Nicolet Advisory Services
Wisconsin
$539K +$3.43K +14 +0.6%
SSG
1628
Summit Securities Group
New York
$538K -$1.48M -6,022 -73%
CWM
1629
Circle Wealth Management
New Jersey
$538K -$127K -518 -19%
BW
1630
Bison Wealth
Georgia
$537K -$5.15K -21 -0.9%
KWS
1631
Keystone Wealth Services
California
$535K -$51K -208 -9%
DDC
1632
DF Dent & Co
Maryland
$535K
LRIC
1633
Long Road Investment Counsel
Michigan
$535K
PCMU
1634
Paragon Capital Management (Utah)
Utah
$534K +$537K +2,193 New
WCA
1635
Westover Capital Advisors
Delaware
$533K
CQS
1636
Credential Qtrade Securities
$533K +$27.9K +114 +5%
HCM
1637
Howland Capital Management
Massachusetts
$532K +$133K +543 +33%
FAG
1638
Fortitude Advisory Group
Washington
$531K -$48K -196 -8%
FNC
1639
First National Corp
Massachusetts
$531K -$8.09K -33 -1%
LSPW
1640
Lake Street Private Wealth
Illinois
$531K +$4.41K +18 +0.8%
ACA
1641
Aptus Capital Advisors
Alabama
$531K +$46.6K +190 +10%
PMFA
1642
Plante Moran Financial Advisors
Michigan
$529K -$34.1K -139 -6%
NW
1643
Naviter Wealth
Arkansas
$528K +$532K +2,169 New
ACM
1644
Advisors Capital Management
New Jersey
$527K -$17.2K -70 -3%
CIA
1645
Cladis Investment Advisory
Montana
$527K -$379K -1,545 -42%
AWG
1646
Altus Wealth Group
Colorado
$524K -$29.7K -121 -5%
HGERS
1647
Householder Group Estate & Retirement Specialist
Arizona
$524K +$26.7K +109 +5%
Financial Engines Advisors
1648
Financial Engines Advisors
California
$523K +$52K +212 +11%
SF
1649
Symphony Financial
Texas
$519K +$12.7K +52 +3%
HFBOT
1650
Home Federal Bank of Tennessee
Tennessee
$519K +$20.8K +85 +4%