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Name Holding Trade Value Shares
Change
Change in
Stake
PWA
1626
Phoenix Wealth Advisors
North Carolina
$814K -$2.45K -9 -0.3%
CFG
1627
Carr Financial Group
Massachusetts
$813K
CWS
1628
Cypress Wealth Services
California
$810K -$4.9K -18 -0.6%
SIG
1629
Spinnaker Investment Group
California
$810K -$12.5K -46 -2%
GFS
1630
GYL Financial Synergies
Connecticut
$810K -$23.4K -86 -3%
SIM
1631
Sentry Investment Management
Wisconsin
$808K -$82K -301 -10%
OL
1632
Owen LaRue
Kentucky
$807K +$272 +1 +0%
SCA
1633
St. Clair Advisors
Ohio
$806K
CGA
1634
Crescent Grove Advisors
Illinois
$806K
BHWM
1635
Bar Harbor Wealth Management
New Hampshire
$803K -$13.4K -49 -2%
NPFS
1636
Novak & Powell Financial Services
Florida
$803K +$759K +2,787 New
ATIA
1637
American Trust Investment Advisors
New Hampshire
$801K -$88.6K -325 -10%
MWM
1638
Mascoma Wealth Management
New Hampshire
$798K -$360K -1,323 -32%
KCIC
1639
Kuhn & Co Investment Counsel
Illinois
$797K +$754K +2,768 New
DFG
1640
Delta Financial Group
New Jersey
$794K +$1.36K +5 +0.2%
BWA
1641
Burt Wealth Advisors
Maryland
$793K
EDRIA
1642
Edmonds Duncan Registered Investment Advisors
Kansas
$792K
CAMG
1643
CWA Asset Management Group
Florida
$791K +$113K +413 +18%
APA
1644
Astoria Portfolio Advisors
New York
$791K -$135K -495 -17%
RA
1645
Riverstone Advisors
Texas
$791K
SRIM
1646
Saratoga Research & Investment Management
California
$789K -$9.04M -33,169 -92%
PCS
1647
Personal CFO Solutions
New Jersey
$789K -$53.7K -197 -7%
AF
1648
Apexium Financial
Texas
$789K +$15.8K +58 +2%
CCG
1649
Coastwise Capital Group
California
$789K -$9.26K -34 -1%
ACM
1650
Argent Capital Management
Missouri
$786K