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Name Holding Trade Value Shares
Change
Change in
Stake
AP
801
Appleton Partners
Massachusetts
$226K +$226K +2,215 New
CAG
802
Crestwood Advisors Group
Massachusetts
$225K
NWS
803
Newport Wealth Strategies
California
$225K +$201K +1,974 New
CAMG
804
CWA Asset Management Group
Florida
$225K +$224K +2,202 New
AAP
805
Aristotle Atlantic Partners
Florida
$224K +$224K +2,196 New
RWM
806
RKL Wealth Management
Pennsylvania
$223K +$222K +2,179 New
NAM
807
North American Management
Massachusetts
$222K
TF
808
Tompkins Financial
New York
$222K
RCAG
809
Rehmann Capital Advisory Group
Michigan
$221K +$221K +2,166 New
OWD
810
Osborn Williams & Donohoe
Ohio
$215K +$214K +2,100 New
DDC
811
DF Dent & Co
Maryland
$215K +$214K +2,103 New
HWA
812
Heritage Wealth Advisors
Virginia
$211K +$211K +2,070 New
HPWM
813
Highland Private Wealth Management
Washington
$210K +$209K +2,052 New
IAA
814
Independent Advisor Alliance
North Carolina
$208K +$194K +1,907 New
AF
815
Allworth Financial
California
$205K +$408 +4 +0.2%
NFC
816
Northeast Financial Consultants
Connecticut
$205K +$205K +2,009 New
MCMT
817
Moon Capital Management (Tennessee)
Tennessee
$204K +$204K +2,000 New
CHAM
818
Clear Harbor Asset Management
Connecticut
$204K +$204K +1,999 New
AC
819
Alley Company
Illinois
$204K +$204K +2,000 New
KJHP
820
K.J. Harrison & Partners
Ontario, Canada
$204K +$204K +2,000 New
NA
821
NewEdge Advisors
Louisiana
$201K +$188K +1,843 New
HCM
822
Hengehold Capital Management
Ohio
$200K +$199K +1,954 New
SWA
823
Sutton Wealth Advisors
Florida
$190K
PAM
824
Paradigm Asset Management
New York
$189K -$25.5K -250 -12%
JFA
825
JNBA Financial Advisors
Minnesota
$187K