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Name Holding Trade Value Shares
Change
Change in
Stake
FAFN
1076
First Affirmative Financial Network
Colorado
$507K -$35.8K -104 -7%
ACM
1077
Advisors Capital Management
New Jersey
$506K -$6.54K -19 -1%
SHFA
1078
SS&H Financial Advisors
Michigan
$506K
FNBTCON
1079
First National Bank & Trust Co of Newtown
Pennsylvania
$503K -$3.1K -9 -0.6%
CPW
1080
Cove Private Wealth
New York
$502K
BWP
1081
BSW Wealth Partners
Colorado
$501K -$13.4K -39 -3%
ICM
1082
Islay Capital Management
Texas
$500K
GPA
1083
Guerra Pan Advisors
New Jersey
$497K
MWM
1084
Mindset Wealth Management
Indiana
$496K +$493K +1,432 New
CNB
1085
Camden National Bank
Maine
$495K -$13.8K -40 -3%
I
1086
InceptionR
California
$494K -$1.1M -3,209 -69%
BHWM
1087
Bar Harbor Wealth Management
New Hampshire
$494K
NFP
1088
Narus Financial Partners
Utah
$493K -$1.38K -4 -0.3%
AWM
1089
Angeles Wealth Management
California
$491K +$113K +329 +30%
CWS
1090
Confluence Wealth Services
Pennsylvania
$490K -$11.7K -34 -2%
REMPR
1091
Roof Eidam Maycock Peralta (REMP)
California
$487K
LIP
1092
Lighthouse Investment Partners
Florida
$485K +$482K +1,400 New
SWP
1093
Strategic Wealth Partners
Ohio
$484K +$15.5K +45 +3%
PFS
1094
Prospera Financial Services
Texas
$480K +$39.9K +116 +9%
FIB
1095
First Interstate Bank
Montana
$480K +$96.7K +281 +25%
SWM
1096
SeaCrest Wealth Management
New York
$479K +$688 +2 +0.1%
KFS
1097
Kurt F. Somerville
$475K -$17.2K -50 -4%
FTC
1098
Farmers Trust Company
Ohio
$473K -$7.92K -23 -2%
MPCG
1099
Matrix Private Capital Group
New York
$472K
UWS
1100
Unique Wealth Strategies
Illinois
$470K +$456K +1,325 +4,141%