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Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1401
AGH Wealth Advisors
Kansas
$553K -$18K -80 -3%
FLPIM
1402
F.L. Putnam Investment Management
Massachusetts
$553K +$4.96K +22 +0.9%
TF
1403
Trek Financial
Arizona
$553K +$14.2K +63 +3%
Members Trust
1404
Members Trust
Florida
$553K -$451 -2 -0.1%
WPW
1405
Waldron Private Wealth
Pennsylvania
$551K +$144K +640 +33%
IG
1406
IFS Group
Pennsylvania
$549K +$575K +2,552 New
PFWA
1407
Paces Ferry Wealth Advisors
Georgia
$549K -$55K -244 -9%
CIAS
1408
CFS Investment Advisory Services
New Jersey
$549K +$34.7K +154 +7%
PFA
1409
Pathway Financial Advisors
Vermont
$549K
YIM
1410
Yoffe Investment Management
Pennsylvania
$545K
SWM
1411
Stark Wealth Management
Pennsylvania
$545K
TWM
1412
Triton Wealth Management
Arizona
$543K +$79.1K +351 +15%
CCG
1413
Capital CS Group
California
$542K +$567K +2,513 New
WFA
1414
WMG Financial Advisors
Tennessee
$542K +$34.9K +155 +7%
RCM
1415
RNC Capital Management
California
$542K +$33.1K +147 +6%
BFS
1416
BridgePort Financial Solutions
Iowa
$541K +$35.9K +159 +7%
SIC
1417
SFE Investment Counsel
California
$540K -$24.8K -110 -4%
VCM
1418
Versant Capital Management
Arizona
$540K +$28.9K +128 +5%
TWM
1419
Trueblood Wealth Management
Ohio
$540K +$226K +1,004 +67%
SIC
1420
Sigma Investment Counselors
Michigan
$539K +$45.8K +203 +9%
KSB
1421
Kennebec Savings Bank
Maine
$538K
PWA
1422
Providence Wealth Advisors
Illinois
$537K -$6.99K -31 -1%
Boston Partners
1423
Boston Partners
Massachusetts
$537K +$561K +2,486 New
CA
1424
Cornerstone Advisory
Maryland
$534K +$12.6K +56 +2%
SMH
1425
Sanders Morris Harris
Texas
$534K +$192K +850 +52%