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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1251
Tradition Capital Management
New Jersey
$407K -$19.4K -500 -4%
WP
1252
WMS Partners
Maryland
$407K +$8.61K +222 +2%
EWM
1253
Edge Wealth Management
New York
$401K +$31.5K +811 +7%
TIM
1254
Tortoise Investment Management
New York
$400K -$35.6K -918 -7%
CWA
1255
Cypress Wealth Advisors
California
$399K +$16.6K +428 +4%
UR
1256
USCA RIA
Texas
$398K +$129K +3,328 +40%
BWP
1257
Baldwin Wealth Partners
Massachusetts
$397K -$240K -6,187 -35%
BFG
1258
Beacon Financial Group
Texas
$397K – – –
CAMG
1259
CWA Asset Management Group
Florida
$395K -$1.01K -26 -0.2%
IIC
1260
Integrated Investment Consultants
Michigan
$395K +$449K +11,570 New
RWP
1261
RWA Wealth Partners
Massachusetts
$393K -$81.3K -2,097 -15%
KA
1262
Kaizen Advisory
Illinois
$393K +$270K +6,968 +153%
SFM
1263
Systematic Financial Management
New Jersey
$390K – – –
CL
1264
CPWM LLC
Washington
$387K +$156K +4,015 +55%
CA
1265
Cynosure Advisors
Utah
$386K +$4.31K +111 +1%
PIA
1266
Pinion Investment Advisors
Kansas
$385K +$437K +11,278 New
BCWM
1267
Blue Chip Wealth Management
Florida
$383K +$435K +11,218 New
LNB
1268
Ledyard National Bank
$380K -$50.4K -1,300 -10%
CNC
1269
Citizens & Northern Corp
Pennsylvania
$377K -$7.14K -184 -2%
WPA
1270
West Paces Advisors
Georgia
$377K +$6.32K +163 +2%
TCOT
1271
Trust Company of Toledo
Ohio
$376K -$4.46K -115 -1%
RMSCM
1272
R.M. Sincerbeaux Capital Management
New York
$376K – – –
MPPLM
1273
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$375K -$12.7K -327 -3%
AC
1274
Avestar Capital
New York
$374K +$59.6K +1,537 +15%
ZCI
1275
Zevenbergen Capital Investments
Washington
$373K -$109K -2,800 -20%