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Name Holding Trade Value Shares
Change
Change in
Stake
FA
1676
Faithward Advisors
Pennsylvania
$287K -$34.7K -173 -10%
BAM
1677
Bellevue Asset Management
Washington
$287K -$22.3K -111 -7%
TIM
1678
Total Investment Management
Arizona
$287K -$3.61K -18 -1%
BCM
1679
Bluefin Capital Management
New York
$287K – – –
GHAM
1680
Gilman Hill Asset Management
Connecticut
$287K – – –
KC
1681
Kenfarb & Co
Kentucky
$287K – – –
Lazard Asset Management
1682
Lazard Asset Management
New York
$287K – – –
TI
1683
TTP Investments
California
$286K – – –
NWMG
1684
National Wealth Management Group
Ohio
$285K +$10K +50 +3%
GLLW
1685
Graves Light Lenhart Wealth
Virginia
$285K – – –
PCM
1686
Pointe Capital Management
Michigan
$285K +$6.62K +33 +2%
PP
1687
PDS Planning
Ohio
$285K +$16.7K +83 +6%
PFM
1688
Peak Financial Management
Massachusetts
$285K +$299K +1,490 New
RW
1689
RVW Wealth
California
$284K -$25.3K -126 -8%
CC
1690
Centiva Capital
New York
$284K +$298K +1,483 New
WMP
1691
Wealth Management Partners
Arizona
$283K -$201K -1,000 -50%
EIM
1692
Ervin Investment Management
Washington
$282K – – –
UF
1693
Univest Financial
Pennsylvania
$282K +$803 +4 +0.3%
MWM
1694
Mascoma Wealth Management
New Hampshire
$282K +$6.02K +30 +2%
CA
1695
Crewe Advisors
Utah
$282K +$10K +50 +4%
FCT
1696
First Community Trust
Iowa
$281K – – –
MIA
1697
MainStreet Investment Advisors
Illinois
$281K – – –
HAC
1698
Harbor Advisory Corp
New Hampshire
$279K -$30.1K -150 -9%
BW
1699
Bison Wealth
Georgia
$279K +$83.7K +417 +40%
NRI
1700
NFP Retirement Inc
California
$277K +$85.9K +428 +42%