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Name Holding Trade Value Shares
Change
Change in
Stake
WH
1651
Willner & Heller
California
$852K +$18.1K +64 +2%
GAA
1652
Global Assets Advisory
Florida
$851K +$43.9K +155 +6%
CA
1653
Capital Advantage
California
$851K -$13.3K -47 -2%
NPA
1654
Nichols & Pratt Advisers
Massachusetts
$851K -$10.5K -37 -1%
EFG
1655
Ethos Financial Group
Pennsylvania
$850K +$406K +1,433 +89%
SAM
1656
Strategy Asset Managers
California
$848K +$7.08K +25 +0.8%
CPSC
1657
Carl P. Sherr & Co
Massachusetts
$848K -$42.5K -150 -5%
RCM
1658
RNC Capital Management
California
$846K -$49.6K -175 -5%
MA
1659
MBA Advisors
Pennsylvania
$844K -$15.9K -56 -2%
JF
1660
JSF Financial
California
$843K +$4.82K +17 +0.6%
EWM
1661
Evermay Wealth Management
Virginia
$843K +$119K +419 +16%
MA
1662
Montag & Associates
Georgia
$843K -$90.7K -320 -10%
ACM
1663
Allred Capital Management
Texas
$842K -$30K -106 -3%
RFA
1664
Resurgent Financial Advisors
Georgia
$841K -$156K -552 -15%
CWS
1665
Cypress Wealth Services
California
$836K +$12.2K +43 +1%
OL
1666
Owen LaRue
Kentucky
$835K +$6.8K +24 +0.8%
EIP
1667
Ellis Investment Partners
Pennsylvania
$835K +$5.67K +20 +0.7%
AGC
1668
Aspen Grove Capital
Colorado
$833K +$75.1K +265 +10%
PWM
1669
Paulson Wealth Management
Illinois
$832K +$393K +1,386 +87%
DI
1670
DDFG Inc
California
$832K -$83.9K -296 -9%
PIA
1671
Perennial Investment Advisors
California
$831K +$31.7K +112 +4%
ZAM
1672
Zevin Asset Management
Massachusetts
$831K +$543K +1,915 +180%
HIC
1673
Hartline Investment Corp
Illinois
$831K
FHA
1674
Flagship Harbor Advisors
Massachusetts
$831K -$29.2K -103 -3%
CFG
1675
Carr Financial Group
Massachusetts
$830K +$14.4K +51 +2%