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Name Holding Trade Value Shares
Change
Change in
Stake
ML
1076
McAdam LLC
Pennsylvania
$466K +$14.5K +44 +4%
PI
1077
Pettee Investors
Connecticut
$466K – – –
PWW
1078
Pettyjohn Wood & White
Virginia
$465K – – –
CAAS
1079
Capital Asset Advisory Services
Michigan
$464K +$9.55K +29 +2%
ISL
1080
Ingalls & Snyder LLC
New York
$463K -$15.5K -47 -4%
SCP
1081
Sivia Capital Partners
California
$461K +$3.29K +10 +0.8%
HPIA
1082
Hamilton Point Investment Advisors
North Carolina
$460K – – –
CT
1083
Chicago Trust
Illinois
$460K +$5.6K +17 +1%
AWM
1084
Axxcess Wealth Management
California
$459K +$4.61K +14 +1%
BCM
1085
BluePath Capital Management
Georgia
$459K +$101K +307 +32%
HWA
1086
Heritage Wealth Advisors
Virginia
$459K -$16.8K -51 -4%
BC
1087
Broadwater Capital
Massachusetts
$456K -$49.4K -150 -11%
TFF
1088
The Family Firm
Maryland
$456K +$1.32K +4 +0.3%
CW
1089
CreativeOne Wealth
Kansas
$454K +$412K +1,251 New
CFG
1090
Carr Financial Group
Massachusetts
$454K – – –
NAMM
1091
NorthStar Asset Management (Massachusetts)
Massachusetts
$454K – – –
KP
1092
Keel Point
Alabama
$451K +$34.9K +106 +9%
NB
1093
NBT Bank
New York
$451K – – –
SQA
1094
Simon Quick Advisors
New Jersey
$450K +$103K +312 +34%
JFA
1095
JNBA Financial Advisors
Minnesota
$447K – – –
LFA
1096
Legacy Financial Advisors
Kentucky
$446K -$7.24K -22 -2%
WT
1097
Washington Trust
Rhode Island
$445K -$14.8K -45 -4%
CIA
1098
Citadel Investment Advisory
Ohio
$443K -$988 -3 -0.2%
CCG
1099
Chatham Capital Group
Georgia
$442K – – –
SAM
1100
Smartleaf Asset Management
Massachusetts
$442K -$17.8K -54 -4%