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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1626
First Foundation Advisors
California
$865K +$1.78K +6 +0.2%
PPW
1627
Pasadena Private Wealth
California
$865K
CAM
1628
Close Asset Management
United Kingdom
$865K
NPA
1629
Nichols & Pratt Advisers
Massachusetts
$862K -$248K -835 -20%
DC
1630
Dahring Cusmano
Michigan
$861K +$980K +3,303 New
GSB
1631
Greenfield Savings Bank
Massachusetts
$860K -$33.2K -112 -3%
DFG
1632
Delta Financial Group
New Jersey
$857K +$124K +419 +15%
EIP
1633
Ellis Investment Partners
Pennsylvania
$856K +$4.75K +16 +0.5%
RPGK
1634
Retirement Planning Group (Kansas)
Kansas
$854K -$69.7K -235 -7%
PFW
1635
Petros Family Wealth
Minnesota
$854K +$972K +3,276 New
PIM
1636
Profit Investment Management
Maryland
$852K -$24K -81 -2%
FFS
1637
Flavin Financial Services
Florida
$852K +$970K +3,269 New
LCGC
1638
Legacy Capital Group California
California
$850K +$110K +370 +13%
GCA
1639
Gradient Capital Advisors
California
$849K -$94.9K -320 -9%
RCM
1640
RNC Capital Management
California
$848K -$44.5K -150 -4%
WC
1641
Westhampton Capital
North Carolina
$847K +$37.1K +125 +4%
AWM
1642
Accredited Wealth Management
Kentucky
$847K +$964K +3,250 New
KWM
1643
KFG Wealth Management
Indiana
$847K +$14.5K +49 +2%
QFA
1644
Quantum Financial Advisors
California
$846K -$65K -219 -6%
TPWM
1645
Twelve Points Wealth Management
Massachusetts
$846K +$409K +1,378 +74%
BBA
1646
BLB&B Advisors
Pennsylvania
$845K -$203K -685 -17%
WFAG
1647
Worth Financial Advisory Group
North Carolina
$844K -$40.6K -137 -4%
PCS
1648
Personal CFO Solutions
New Jersey
$841K -$35.9K -121 -4%
IWM
1649
Iams Wealth Management
Nebraska
$840K +$203K +685 +27%
CL
1650
COWA LLC
Oklahoma
$839K -$5.64K -19 -0.6%