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Name Holding Trade Value Shares
Change
Change in
Stake
WA
1451
Westfuller Advisors
New York
$141K -$5.4K -30 -4%
CCM
1452
Copeland Capital Management
Pennsylvania
$136K -$37.6K -209 -21%
CAL
1453
Capital Advisors Ltd
Ohio
$135K +$4.68K +26 +3%
GWM
1454
Geneos Wealth Management
Colorado
$133K -$14.8K -82 -10%
GSWM
1455
Golden State Wealth Management
California
$128K -$1.44K -8 -1%
PWPS
1456
Pinnacle Wealth Planning Services
Ohio
$127K -$29.1K -162 -18%
MEG
1457
Millstone Evans Group
Colorado
$120K – – –
BA
1458
Ballast Advisors
Minnesota
$119K +$124K +691 New
HIMS
1459
Hager Investment Management Services
New Hampshire
$117K -$301K -1,671 -71%
BC
1460
Bayforest Capital
United Kingdom
$117K -$130K -724 -52%
VCM
1461
Versant Capital Management
Arizona
$116K +$38K +211 +46%
EC
1462
Elequin Capital
New York
$114K +$119K +659 New
MC
1463
Muzinich & Co
New York
$114K +$73.2K +407 +162%
DJSG
1464
D.J. St. Germain
Massachusetts
$113K -$6.84K -38 -5%
QC
1465
Quent Capital
New York
$112K -$93.4K -519 -44%
BHWM
1466
Bay Harbor Wealth Management
Maryland
$109K -$720 -4 -0.6%
WB
1467
Webster Bank
Connecticut
$107K – – –
PB
1468
Prosperity Bancshares
Texas
$106K +$32.9K +183 +42%
ECM
1469
Elgethun Capital Management
South Dakota
$106K -$8.82K -49 -7%
FIM
1470
FWL Investment Management
Texas
$105K – – –
KFA
1471
Kelleher Financial Advisors
New York
$102K – – –
JFGIW
1472
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$99.1K -$12.1K -67 -10%
RWM
1473
Rialto Wealth Management
New York
$98.7K +$1.62K +9 +2%
DWS
1474
Dynamic Wealth Strategies
California
$97.5K +$17.8K +99 +21%
GWSA
1475
Global Wealth Strategies & Associates
Colorado
$97.2K +$72K +400 +245%