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Name Holding Trade Value Shares
Change
Change in
Stake
PAA
1551
Peregrine Asset Advisers
Oregon
$547K -$1.5M -4,328 -72%
AWM
1552
Aries Wealth Management
Maine
$541K
RMC
1553
Resources Management Corp
Connecticut
$540K -$8.64K -25 -1%
ME
1554
McIlrath & Eck
Washington
$540K +$6.56K +19 +1%
WAG
1555
Winthrop Advisory Group
Massachusetts
$539K +$15.5K +45 +3%
ESBC
1556
E.S. Barr & Co
Kentucky
$539K +$34.5K +100 +6%
ABTD
1557
Arvest Bank Trust Division
Oklahoma
$538K +$193K +560 +51%
CIP
1558
Cornerstone Investment Partners
Georgia
$537K -$43.2K -125 -7%
LWS
1559
Lucia Wealth Services
California
$536K -$577K -1,670 -50%
SWM
1560
Sanctuary Wealth Management
Idaho
$535K
TWM
1561
TLW Wealth Management
Florida
$535K +$573K +1,658 New
BC
1562
Burleson & Co
California
$532K
SHA
1563
Seneca House Advisors
Virginia
$532K +$319K +924 +128%
SWMG
1564
Strategic Wealth Management Group
Maryland
$532K +$570K +1,650 New
SWMG
1565
Signature Wealth Management Group
Georgia
$531K +$23.8K +69 +4%
CCM
1566
Canal Capital Management
Virginia
$531K +$71.2K +206 +14%
SGK
1567
Steigerwald Gordon & Koch
Virginia
$531K +$85.7K +248 +18%
AWM
1568
Affinity Wealth Management
Delaware
$530K +$568K +1,643 New
BST
1569
Bath Savings Trust
Maine
$529K
TF
1570
Tompkins Financial
New York
$527K
MFW
1571
Mosaic Family Wealth
Missouri
$526K +$345 +1 +0.1%
LBC
1572
Lawrence B. Cohen
$521K
ACG
1573
Allen Capital Group
Nebraska
$520K -$43.2K -125 -8%
CIAS
1574
Capital Investment Advisory Services
North Carolina
$519K -$44.9K -130 -7%
ONST
1575
Old North State Trust
North Carolina
$517K -$5.18K -15 -0.9%