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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
2601
Samalin Investment Counsel
New York
$423K +$56K +911 +18%
IPW
2602
Intergy Private Wealth
Colorado
$423K +$45.8K +745 +14%
NPF
2603
Norris Perne & French
Michigan
$423K +$47.7K +776 +15%
WP
2604
Waycross Partners
Kentucky
$422K +$373K +6,076 New
Loomis, Sayles & Company
2605
Loomis, Sayles & Company
Massachusetts
$421K -$60.4K -983 -14%
NLP
2606
Next Level Private
New York
$421K +$799 +13 +0.2%
BG
2607
Bollard Group
Massachusetts
$420K +$19.5K +317 +6%
OFW
2608
Omnia Family Wealth
Florida
$418K +$49.2K +801 +15%
FNBTCON
2609
First National Bank & Trust Co of Newtown
Pennsylvania
$418K
S
2610
Sachetta
Massachusetts
$417K +$10.3K +167 +3%
CA
2611
Cortland Associates
Missouri
$417K -$19.1K -310 -5%
MGWM
2612
Marks Group Wealth Management
Minnesota
$417K -$65.9K -1,073 -15%
OWM
2613
Omnitrust Wealth Management
Florida
$416K +$218K +3,543 New
PWP
2614
Pursue Wealth Partners
California
$415K
TCM
2615
Traub Capital Management
Massachusetts
$415K +$368K +5,983 New
WSFG
2616
Wall Street Financial Group
Illinois
$415K +$367K +5,979 New
GSWM
2617
Golden State Wealth Management
California
$415K -$19.7K -320 -5%
HR
2618
Hardy Reed
Mississippi
$415K +$10.8K +175 +3%
SIC
2619
Sage Investment Counsel
Tennessee
$414K +$123 +2 +0%
BA
2620
Bristlecone Advisors
Washington
$414K -$54.1K -880 -13%
TGAM
2621
TBH Global Asset Management
Tennessee
$413K -$38.8K -632 -10%
TSWM
2622
Tyler-Stone Wealth Management
Ohio
$412K +$10K +163 +3%
SWP
2623
Semus Wealth Partners
Florida
$412K +$2.64K +43 +0.7%
CAM
2624
Cacti Asset Management
Georgia
$412K
UAG
2625
United Advisor Group
Ohio
$412K +$48.3K +786 +15%