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Name Holding Trade Value Shares
Change
Change in
Stake
PCG
1801
Prosperity Consulting Group
Maryland
$640K +$21.8K +75 +3%
ACM
1802
Armbruster Capital Management
New York
$638K -$23.2K -80 -3%
FIB
1803
First Interstate Bank
Montana
$638K
LCM
1804
Lazari Capital Management
California
$637K +$7.83K +27 +1%
UB
1805
Umpqua Bank
Oregon
$636K +$8.7K +30 +1%
WP
1806
Waycross Partners
Kentucky
$635K
MSWA
1807
Marshall & Sterling Wealth Advisors
New York
$633K -$5.22K -18 -0.8%
LCC
1808
Lincoln Capital Corp
Rhode Island
$631K +$147K +508 +29%
VIPI
1809
Vista Investment Partners II
Indiana
$627K +$28.1K +97 +5%
Members Trust
1810
Members Trust
Florida
$625K -$5.51K -19 -0.9%
IWA
1811
Icon Wealth Advisors
Texas
$624K +$290 +1 +0%
WQ
1812
Wealth Quarterback
New Jersey
$624K +$9.86K +34 +2%
WI
1813
WrapManager Inc
California
$624K -$246K -847 -28%
HAG
1814
HF Advisory Group
Maryland
$623K +$4.93K +17 +0.8%
LRIC
1815
Long Road Investment Counsel
Michigan
$621K
AFA
1816
AA Financial Advisors
Ohio
$621K -$4.06K -14 -0.6%
WF
1817
WinCap Financial
Massachusetts
$620K +$21.5K +74 +3%
CFG
1818
Carter Financial Group
Illinois
$620K -$15.1K -52 -2%
BBI
1819
Baxter Bros Inc
Connecticut
$620K -$29K -100 -4%
IAG
1820
Ipsen Advisor Group
Arkansas
$614K +$1.45K +5 +0.2%
FCM
1821
Fortis Capital Management
Washington
$614K +$8.12K +28 +1%
CCM
1822
Cohen Capital Management
California
$614K
RWM
1823
Riverbend Wealth Management
South Carolina
$613K +$18K +62 +3%
KWS
1824
Keystone Wealth Services
California
$613K -$24.1K -83 -4%
RWMG
1825
Redwood Wealth Management Group
New Jersey
$611K -$11.3K -39 -2%