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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1351
Defined Wealth Management
Oregon
$966K -$35.3K -819 -4%
SCI
1352
Stableford Capital II
Arizona
$966K +$20.2K +469 +2%
UCB
1353
United Community Bank
South Carolina
$965K -$10.8K -251 -1%
TA
1354
Tectonic Advisors
Texas
$962K +$98K +2,272 +11%
KIG
1355
Kennedy Investment Group
New Jersey
$959K +$2.2K +51 +0.2%
WMA
1356
Wealth Management Associates
New Jersey
$955K -$80.9K -1,875 -7%
MA
1357
MCF Advisors
Kentucky
$951K -$65.7K -1,524 -6%
KFSC
1358
Keystone Financial Services (Colorado)
Colorado
$946K +$60.4K +1,400 +7%
IIC
1359
Integrated Investment Consultants
Michigan
$944K +$48.1K +1,115 +5%
NAMP
1360
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$944K -$141K -3,265 -13%
KMWM
1361
Keudell/Morrison Wealth Management
Oregon
$944K +$35.1K +814 +4%
FA
1362
FDx Advisors
Illinois
$943K -$2.62M -60,698 -74%
HAG
1363
HF Advisory Group
Maryland
$943K +$244K +5,664 +35%
PMA
1364
Prudent Man Advisors
Illinois
$940K -$3.41K -79 -0.4%
CRI
1365
Colonial River Investments
Virginia
$937K +$674K +15,624 +260%
CWM
1366
Congress Wealth Management
Massachusetts
$934K -$338K -7,830 -27%
KCM
1367
Kendall Capital Management
Maryland
$933K -$6.47K -150 -0.7%
JAFL
1368
Jay A. Fishman Ltd
Michigan
$932K
DS
1369
DRW Securities
Illinois
$930K -$106K -2,454 -10%
PSB
1370
Piscataqua Savings Bank
New Hampshire
$922K -$106K -2,464 -10%
NG
1371
Norden Group
Utah
$920K +$125K +2,902 +16%
CH
1372
Canton Hathaway
Rhode Island
$916K
FPWM
1373
FSB Premier Wealth Management
Iowa
$916K +$112K +2,585 +14%
ESB
1374
Essex Savings Bank
Connecticut
$916K
CCG
1375
Catalina Capital Group
California
$912K +$470K +10,890 +107%