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Name Holding Trade Value Shares
Change
Change in
Stake
JMFC
1226
J.M. Forbes & Co
Massachusetts
$493K -$1.25K -44 -0.3%
EFS
1227
Essex Financial Services
Connecticut
$493K -$156K -5,465 -25%
BOS
1228
Bank of Stockton
California
$492K -$13.8K -482 -3%
TA
1229
Townsend & Associates
Colorado
$490K
NFG
1230
Nations Financial Group
Iowa
$488K +$465K +16,313 New
N
1231
Numerai
California
$486K -$185K -6,486 -29%
CIA
1232
Citadel Investment Advisory
Ohio
$485K
CCWA
1233
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$485K +$799 +28 +0.2%
RGC
1234
Roberts, Glore & Co
Illinois
$484K -$41.5K -1,455 -8%
AA
1235
Advisory Advocates
Michigan
$483K +$461K +16,150 New
QWP
1236
Quotient Wealth Partners
Texas
$481K -$47.5K -1,666 -9%
QL
1237
Quarry LP
New York
$477K +$118K +4,148 +35%
DA
1238
Doliver Advisors
Texas
$477K -$392K -13,737 -46%
PGWM
1239
Parisi Gray Wealth Management
New Jersey
$477K -$10.9K -382 -2%
BCFD
1240
Boit C.F. David
$476K
WKWM
1241
Walter & Keenan Wealth Management
Indiana
$474K -$365K -12,789 -45%
AP
1242
Americana Partners
Texas
$474K -$4.48K -157 -1%
BAM
1243
BTS Asset Management
Massachusetts
$474K -$66.4K -2,328 -13%
ML
1244
McAdam LLC
Pennsylvania
$474K +$38.5K +1,351 +9%
FP
1245
Financial Perspectives
Minnesota
$473K +$2K +70 +0.4%
IA
1246
Integrity Alliance
Iowa
$471K +$196K +6,882 +77%
WHCI
1247
W.H. Cornerstone Investments
Massachusetts
$470K -$21.7K -760 -5%
CWG
1248
Cornerstone Wealth Group
North Carolina
$470K +$168K +5,900 +60%
EBA
1249
Eagle Bay Advisors
New York
$469K -$60.3K -2,115 -12%
CWM
1250
Chemistry Wealth Management
New York
$468K -$260K -9,127 -37%