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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1751
Centurion Wealth Management
Virginia
$805K +$818K +2,500 New
DCM
1752
DGS Capital Management
New Jersey
$805K -$34K -104 -4%
CA
1753
Cornerstone Advisory
Maryland
$803K +$5.23K +16 +0.6%
CSA
1754
Cottage Street Advisors
Massachusetts
$801K +$654 +2 +0.1%
LWM
1755
Liberty Wealth Management
California
$800K -$2.97M -9,079 -79%
PPWM
1756
Paragon Private Wealth Management
Kentucky
$798K +$204K +625 +34%
LAM
1757
Lakewood Asset Management
Illinois
$798K +$654 +2 +0.1%
PCM
1758
Perritt Capital Management
Illinois
$797K -$4.58K -14 -0.6%
ACM
1759
Armbruster Capital Management
New York
$797K -$4.91K -15 -0.6%
EGA
1760
E&G Advisors
Texas
$797K +$65.4K +200 +9%
ACGA
1761
Atlanta Consulting Group Advisors
Georgia
$796K +$808K +2,471 New
MAM
1762
MWA Asset Management
Massachusetts
$795K +$13.1K +40 +2%
EA
1763
Emerald Advisers
Pennsylvania
$794K +$654 +2 +0.1%
PAI
1764
Pittenger & Anderson Inc
Nebraska
$793K
SRC
1765
Sage Rhino Capital
California
$792K +$1.31K +4 +0.2%
SIA
1766
SGL Investment Advisors
Montana
$790K +$873K +2,668 New
CIM
1767
CIM Investment Management
Pennsylvania
$789K -$23.2K -71 -3%
FHC
1768
First Heartland Consultants
Missouri
$788K -$34K -104 -4%
CFP
1769
Catalyst Financial Partners
Massachusetts
$787K +$29.8K +91 +4%
CWS
1770
Confluence Wealth Services
Pennsylvania
$783K +$6.21K +19 +0.8%
CCA
1771
Cobblestone Capital Advisors
New York
$783K +$363K +1,111 +84%
KFA
1772
Kelleher Financial Advisors
New York
$783K +$4.25K +13 +0.5%
NCM
1773
NCM Capital Management
New Jersey
$783K
LC
1774
Lindbrook Capital
California
$783K +$6.54K +20 +0.8%
ATIA
1775
American Trust Investment Advisors
New Hampshire
$780K -$24.2K -74 -3%