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Name Holding Trade Value Shares
Change
Change in
Stake
CAS
1326
Cue Advisory Services
Arizona
$754K +$773K +2,247 New
BAM
1327
Berkshire Asset Management
Pennsylvania
$753K -$100K -292 -12%
PBO
1328
Peoples Bank (Ohio)
Ohio
$752K -$15.5K -45 -2%
SWM
1329
Stockman Wealth Management
Montana
$750K -$145K -423 -16%
HCM
1330
Hudson Capital Management
New Jersey
$748K -$19.9K -58 -3%
PCMC
1331
Paragon Capital Management (Colorado)
Colorado
$746K
AA
1332
Apriem Advisors
California
$745K -$13.1K -38 -2%
QPWM
1333
Quadrant Private Wealth Management
Pennsylvania
$744K +$763K +2,218 New
HFM
1334
Harvest Fund Management
China
$742K
OWA
1335
One Wealth Advisors
California
$739K -$1.05M -3,048 -58%
FC
1336
Ferris Capital
Massachusetts
$739K -$9.97K -29 -1%
CC
1337
Chicago Capital
Illinois
$739K +$343K +996 +83%
Jones Financial Companies
1338
Jones Financial Companies
Missouri
$737K +$54.7K +159 +8%
MWM
1339
Mission Wealth Management
California
$734K +$91.5K +266 +14%
DLA
1340
Douglas Lane & Associates
New York
$724K -$45.1K -131 -6%
PAM
1341
Private Asset Management
California
$724K +$67.8K +197 +10%
IFS
1342
Ifrah Financial Services
Arkansas
$723K -$8.94K -26 -1%
BCP
1343
Berkeley Capital Partners
Georgia
$722K +$12.7K +37 +2%
CF
1344
Copperwynd Financial
Arizona
$719K +$371K +1,080 +102%
PTC
1345
Philadelphia Trust Company
Pennsylvania
$714K +$427K +1,240 +140%
PFA
1346
Pathway Financial Advisors
Vermont
$713K
SFP
1347
Shepherd Financial Partners
Massachusetts
$712K +$729K +2,119 New
YIA
1348
YHB Investment Advisors
Connecticut
$711K -$43.3K -126 -6%
NAM
1349
NorthCoast Asset Management
Connecticut
$709K -$15.7M -45,712 -96%
BCM
1350
Beck Capital Management
Texas
$706K +$723K +2,103 New