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Name Holding Trade Value Shares
Change
Change in
Stake
4WM
1876
44 Wealth Management
Oregon
$295K -$1.82K -8 -0.5%
PAM
1877
Palisade Asset Management
Minnesota
$294K – – –
Klingman & Associates
1878
Klingman & Associates
New York
$294K +$7.51K +33 +2%
MAM
1879
Milestone Asset Management
Pennsylvania
$294K +$911 +4 +0.3%
MO
1880
McMillan Office
Michigan
$294K – – –
DA
1881
Dash Acquisitions
California
$293K -$34.2K -150 -10%
MFG
1882
Mainsail Financial Group
Washington
$293K – – –
GAG
1883
GM Advisory Group
New York
$293K +$79.7K +350 +31%
WOSD
1884
WFA of San Diego
California
$292K – – –
Welch & Forbes
1885
Welch & Forbes
Massachusetts
$292K – – –
JTWM
1886
Jackson Thornton Wealth Management
Alabama
$291K +$305K +1,338 New
WA
1887
Wealth Alliance
New York
$291K +$64.7K +284 +24%
CNWM
1888
Clay Northam Wealth Management
California
$291K – – –
ST
1889
Spinnaker Trust
Maine
$291K – – –
SIAP
1890
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$291K – – –
MWAM
1891
Manhattan West Asset Management
California
$290K – – –
SIM
1892
SSI Investment Management
California
$290K – – –
PD
1893
Planning Directions
Pennsylvania
$290K – – –
EL
1894
EWA LLC
Pennsylvania
$290K +$55.3K +243 +20%
CCAM
1895
Cascades Capital Asset Management
North Carolina
$288K +$10.7K +47 +3%
KFA
1896
Kapstone Financial Advisors
Ohio
$288K +$22.8K +100 +7%
CFG
1897
Capital Financial Group
Colorado
$288K +$4.55K +20 +1%
Check Capital Management
1898
Check Capital Management
California
$288K +$45.5K +200 +16%
MNBTD
1899
Moody National Bank Trust Division
Texas
$287K -$47.8K -210 -13%
RFA
1900
RTD Financial Advisors
Pennsylvania
$287K – – –