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Name Holding Trade Value Shares
Change
Change in
Stake
SA
1001
Sicart Associates
New York
$707K +$170K +1,000 +33%
GAG
1002
GM Advisory Group
New York
$706K +$2.73K +16 +0.4%
BBNB
1003
Baker Boyer National Bank
Washington
$705K -$68.1K -400 -9%
FLI
1004
Family Legacy Inc
South Carolina
$702K +$676K +3,971 New
AF
1005
Allworth Financial
California
$688K
JWBC
1006
J.W. Burns & Co
New York
$687K +$11.6K +68 +2%
MIP
1007
Marietta Investment Partners
Wisconsin
$681K
GHA
1008
Garcia Hamilton & Associates
Texas
$680K -$493K -2,892 -44%
NSB
1009
Norway Savings Bank
Maine
$680K -$417K -2,450 -39%
ACA
1010
Anchor Capital Advisors
Massachusetts
$680K -$342K -2,005 -34%
FBFS
1011
First Business Financial Services
Wisconsin
$680K -$5.45K -32 -0.8%
WA
1012
WealthTrust Axiom
Pennsylvania
$678K +$681 +4 +0.1%
UAS
1013
United Asset Strategies
New York
$677K -$17K -100 -3%
FMWA
1014
Forvis Mazars Wealth Advisors
Missouri
$676K -$149K -875 -19%
BTW
1015
Boston Trust Walden
Massachusetts
$668K
LNC
1016
Lincoln National Corp
Pennsylvania
$667K +$101K +594 +19%
EHC
1017
Everett Harris & Co
California
$665K -$15.3K -90 -2%
FANJ
1018
Financial Architects (New Jersey)
New Jersey
$660K -$150K -881 -19%
Jones Financial Companies
1019
Jones Financial Companies
Missouri
$660K -$83.3K -489 -12%
QAM
1020
QCI Asset Management
New York
$652K -$4.26K -25 -0.7%
EA
1021
Edge Advisors
Georgia
$651K +$8.18K +48 +1%
HEIP
1022
Hudson Edge Investment Partners
New Jersey
$649K -$82.6K -485 -12%
HAG
1023
HighPoint Advisor Group
Illinois
$647K +$5.96K +35 +1%
JFA
1024
Johanson Financial Advisors
California
$643K +$621K +3,644 New
SSWM
1025
Sheets Smith Wealth Management
North Carolina
$638K +$614K +3,605 New