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Name Holding Trade Value Shares
Change
Change in
Stake
PCA
1101
Peddock Capital Advisors
Massachusetts
$711K
KSB
1102
Kennebec Savings Bank
Maine
$709K -$11.4K -40 -1%
AF
1103
Apexium Financial
Texas
$708K
BFM
1104
Boston Financial Management
Massachusetts
$706K +$125K +439 +21%
AG
1105
Ascent Group
Virginia
$706K -$114K -400 -14%
BBA
1106
Baader Bank Aktiengesellschaft
Germany
$705K
FWA
1107
FSM Wealth Advisors
Ohio
$702K -$17.3K -61 -2%
CGL
1108
Clarius Group LLC
Washington
$702K +$7.38K +26 +1%
VBCG
1109
Valley Brook Capital Group
Pennsylvania
$698K +$15.6K +55 +2%
CCG
1110
Catalina Capital Group
California
$697K +$21K +74 +3%
KIA
1111
Knollwood Investment Advisory
Maryland
$691K
GA
1112
Goldstein Advisors
Wisconsin
$684K +$568 +2 +0.1%
PP
1113
PDS Planning
Ohio
$683K +$18.7K +66 +3%
IIM
1114
InTrack Investment Management
Vermont
$682K +$131K +461 +22%
SMA
1115
Sage Mountain Advisors
Georgia
$682K +$11.9K +42 +2%
SCM
1116
Shelton Capital Management
Colorado
$680K
RA
1117
RFG Advisory
Alabama
$675K +$365K +1,287 +111%
CPWA
1118
Cerro Pacific Wealth Advisors
California
$674K -$17.9K -63 -3%
BB
1119
Burford Brothers
Texas
$672K
KP
1120
Keel Point
Alabama
$672K +$48.8K +172 +8%
VWM
1121
Venturi Wealth Management
Texas
$671K +$139K +490 +25%
SIC
1122
Sage Investment Counsel
Tennessee
$670K +$689K +2,426 New
WHCI
1123
W.H. Cornerstone Investments
Massachusetts
$669K -$389K -1,369 -36%
NWAG
1124
Net Worth Advisory Group
Utah
$667K +$1.7K +6 +0.2%
Two Sigma Advisers
1125
Two Sigma Advisers
New York
$667K +$312K +1,100 +84%