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Name Holding Trade Value Shares
Change
Change in
Stake
FM
1776
Family Management
New York
$414K -$125K -512 -23%
Members Trust
1777
Members Trust
Florida
$414K -$32.8K -134 -7%
SCM
1778
Spreng Capital Management
Ohio
$414K -$22.1K -90 -5%
MCWS
1779
McKinley Carter Wealth Services
West Virginia
$414K +$1.23K +5 +0.3%
BFAG
1780
Blackston Financial Advisory Group
Florida
$414K +$410K +1,673 New
VWM
1781
Vigilare Wealth Management
Arizona
$413K +$490 +2 +0.1%
NWM
1782
Northcape Wealth Management
New York
$412K -$1.96M -8,004 -83%
SFA
1783
Seneca Financial Advisors
New York
$412K
WP
1784
WMS Partners
Maryland
$411K +$3.19K +13 +0.8%
FBT
1785
First Bankers Trust
Kentucky
$410K -$9.56K -39 -2%
WA
1786
WBH Advisory
Maryland
$410K
CWA
1787
Clearview Wealth Advisors
Oregon
$410K +$16.7K +68 +4%
DWM
1788
Defined Wealth Management
Oregon
$409K
MLL
1789
Moody Lynn & Lieberson
Massachusetts
$409K +$47.8K +195 +13%
LTI
1790
Laffer Tengler Investments
Tennessee
$406K
CFS
1791
CRA Financial Services
New Jersey
$403K +$112K +459 +38%
CCA
1792
Cobblestone Capital Advisors
New York
$398K +$146K +596 +57%
SWP
1793
Strategic Wealth Partners
Ohio
$397K +$44.6K +182 +13%
SWA
1794
Sax Wealth Advisors
New Jersey
$396K +$490 +2 +0.1%
CC
1795
Capital Counsel
New York
$395K
ACA
1796
Aspire Capital Advisors
Washington
$395K +$980 +4 +0.2%
AWAP
1797
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$394K
CAM
1798
Campion Asset Management
Virginia
$393K
SOS
1799
Silver Oak Securities
Tennessee
$393K +$104K +423 +36%
GFS
1800
GYL Financial Synergies
Connecticut
$391K -$86.3K -352 -18%