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Name Holding Trade Value Shares
Change
Change in
Stake
KMWM
601
Keudell/Morrison Wealth Management
Oregon
$497K -$2.01K -3 -0.4%
SA
602
Shilanski & Associates
Alaska
$497K +$37.5K +56 +8%
LSPW
603
Lake Street Private Wealth
Illinois
$495K -$86.4K -129 -15%
PCFFS
604
Pacific Center for Financial Services
California
$492K – – –
FSA
605
Financial Sense Advisors
California
$492K +$493K +736 New
AMCA
606
Arthur M. Cohen & Associates
Illinois
$488K – – –
JC
607
JB Capital
Connecticut
$486K -$74.3K -111 -13%
BG
608
Bollard Group
Massachusetts
$483K – – –
PP
609
PDS Planning
Ohio
$483K +$85K +127 +21%
CP
610
Cumberland Partners
Ontario, Canada
$478K +$479K +715 New
TW
611
TrinityPoint Wealth
Connecticut
$476K +$24.1K +36 +5%
JCM
612
Jacobi Capital Management
Pennsylvania
$466K +$44.9K +67 +11%
LFA
613
Legacy Financial Advisors
Kentucky
$465K +$61.6K +92 +15%
OL
614
Optas LLC
Texas
$463K +$24.8K +37 +6%
CCM
615
Cox Capital Management
Massachusetts
$461K – – –
PNC
616
Park National Corp
Ohio
$460K -$22.1K -33 -5%
AC
617
Abbrea Capital
California
$458K – – –
VC
618
Veracity Capital
Georgia
$456K -$210K -314 -32%
SSW
619
Smith Shellnut Wilson
Mississippi
$456K – – –
DWM
620
Defined Wealth Management
Oregon
$455K -$6.03K -9 -1%
EFS
621
Essex Financial Services
Connecticut
$455K +$36.2K +54 +9%
MFG
622
Menard Financial Group
Texas
$454K -$44.9K -67 -9%
AWA
623
Arete Wealth Advisors
Illinois
$453K -$8.04K -12 -2%
RWA
624
Ropes Wealth Advisors
Massachusetts
$452K -$22.1K -33 -5%
HBW
625
Hazlett, Burt & Watson
West Virginia
$452K +$455K +679 New