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Name Holding Trade Value Shares
Change
Change in
Stake
SVCP
2351
Silicon Valley Capital Partners
California
$115K +$118K +439 New
LG
2352
LAM Group
Oregon
$112K +$114K +425 New
FMTCOCP
2353
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$110K +$6.43K +24 +6%
ACP
2354
Arcus Capital Partners
Georgia
$110K +$112K +418 New
CCA
2355
Catalyst Capital Advisors
New York
$110K -$2.68K -10 -2%
CCM
2356
Copeland Capital Management
Pennsylvania
$108K – – –
CSWM
2357
Cassady Schiller Wealth Management
Ohio
$108K +$110K +410 New
AWM
2358
AllSquare Wealth Management
New York
$106K – – –
AAG
2359
Armstrong Advisory Group
Massachusetts
$104K +$106K +397 New
LWP
2360
Lumature Wealth Partners
Georgia
$101K +$64.6K +241 +167%
OCM
2361
Osterweis Capital Management
California
$99K – – –
AWM
2362
Accel Wealth Management
Iowa
$97K – – –
TF
2363
TimeScale Financial
Massachusetts
$93.6K – – –
PGAM
2364
Princeton Global Asset Management
New Jersey
$91K – – –
CMBA
2365
C.M. Bidwell & Associates
Hawaii
$90.3K – – –
HWMA
2366
Heritage Wealth Management (Arizona)
Arizona
$90.3K +$56.8K +212 +161%
TFGT
2367
TS Financial Group (TSFG)
Illinois
$89K +$268 +1 +0.3%
GG
2368
Gleason Group
Kentucky
$87.6K +$804 +3 +0.9%
TSWM
2369
Tyler-Stone Wealth Management
Ohio
$87K – – –
TIM
2370
Tortoise Investment Management
New York
$85.9K -$119K -445 -58%
MWM
2371
MinichMacGregor Wealth Management
New York
$84K +$85.8K +320 New
IGWM
2372
ICA Group Wealth Management
Colorado
$82.6K -$253K -945 -75%
JWM
2373
Janiczek Wealth Management
Colorado
$82.4K +$20.6K +77 +34%
AWM
2374
Atticus Wealth Management
Florida
$80.2K +$2.14K +8 +3%
HC
2375
Hoese & Co
Minnesota
$80K – – –