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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1401
Bruderman Asset Management
New York
$457K -$79.3K -301 -16%
WAG
1402
Winthrop Advisory Group
Massachusetts
$453K -$10.5K -40 -3%
CPIG
1403
Chicago Partners Investment Group
Illinois
$453K +$19K +72 +5%
TPWA
1404
TRUE Private Wealth Advisors
Oregon
$452K
PT
1405
Plimoth Trust
Massachusetts
$450K
PW
1406
Peninsula Wealth
California
$448K
UAS
1407
United Asset Strategies
New York
$445K +$51.6K +196 +15%
JFA
1408
JNBA Financial Advisors
Minnesota
$444K -$2.9K -11 -0.7%
IAP
1409
Indie Asset Partners
Indiana
$443K -$2.63K -10 -0.7%
PFG
1410
PAX Financial Group
Texas
$443K +$26.1K +99 +7%
ACA
1411
Anchor Capital Advisors
Massachusetts
$441K
F
1412
Filament
Washington
$440K -$12.6K -48 -3%
FG
1413
Fiduciary Group
Georgia
$439K -$5.8K -22 -1%
BRC
1414
Bell Rock Capital
Delaware
$438K
PG
1415
Prostatis Group
Maryland
$435K +$94.1K +357 +32%
VC
1416
Veracity Capital
Georgia
$431K +$27.1K +103 +8%
GSIS
1417
Global Strategic Investment Solutions
Arizona
$428K -$7.38K -28 -2%
AA
1418
Apriem Advisors
California
$428K +$47.2K +179 +14%
FA
1419
Faithward Advisors
Pennsylvania
$425K
RRWA
1420
Rainey & Randall Wealth Advisors
Florida
$425K +$381K +1,447 New
EWM
1421
Empirical Wealth Management
Washington
$422K -$164K -622 -30%
EWG
1422
Executive Wealth Group
Washington
$419K
EAM
1423
Evanson Asset Management
California
$417K -$13.2K -50 -3%
PAS
1424
Partnervest Advisory Services
California
$417K +$50.1K +190 +15%
LJAC
1425
L.J. Altfest & Co
New York
$416K -$874K -3,316 -70%