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Name Holding Trade Value Shares
Change
Change in
Stake
KWM
701
Kingsview Wealth Management
Oregon
$424K +$271K +1,482 +128%
PT
702
Plimoth Trust
Massachusetts
$423K -$183 -1 -0%
WAG
703
Winthrop Advisory Group
Massachusetts
$420K +$183K +1,000 +62%
BMC
704
Beaton Management Company
Massachusetts
$419K – – –
PL
705
Plancorp LLC
Missouri
$417K +$13.3K +73 +3%
S
706
SignatureFD
Georgia
$416K -$337K -1,843 -42%
SFSIG
707
San Francisco Sentry Investment Group
California
$416K +$252K +1,380 +114%
HC
708
Henshaw Capital
Massachusetts
$414K +$159K +872 +51%
KIA
709
KCM Investment Advisors
California
$413K -$15.2K -83 -3%
NSAM
710
North Star Asset Management
Wisconsin
$409K -$149K -816 -24%
CPA
711
Capital Planning Advisors
California
$408K +$6.94K +38 +2%
SS
712
Simplicity Solutions
Minnesota
$407K +$49.9K +273 +12%
MLL
713
Moody Lynn & Lieberson
Massachusetts
$406K -$9.13K -50 -2%
CAM
714
Cozad Asset Management
Illinois
$406K +$6.03K +33 +1%
LYV
715
Live Your Vision
Pennsylvania
$399K -$25.9K -142 -5%
TI
716
Telemetry Investments
New York
$399K +$36.5K +200 +9%
HCM
717
Hengehold Capital Management
Ohio
$397K -$6.39K -35 -1%
GJIC
718
Gamble Jones Investment Counsel
California
$392K -$118K -646 -21%
AWM
719
Altium Wealth Management
New York
$385K -$20.1K -110 -4%
FTC
720
Farmers Trust Company
Ohio
$382K -$183 -1 -0%
BFM
721
Boston Financial Management
Massachusetts
$381K -$15.9K -87 -4%
FWM
722
Focused Wealth Management
New York
$380K -$54.8K -300 -11%
AAM
723
Ascension Asset Management
New York
$379K -$365 -2 -0.1%
FWCM
724
Ferguson Wellman Capital Management
Oregon
$379K -$365 -2 -0.1%
MA
725
Mutual Advisors
Nebraska
$379K +$22.1K +121 +5%