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Name Holding Trade Value Shares
Change
Change in
Stake
PWSG
1526
Pacific Wealth Strategies Group
California
$615K +$590K +18,183 New
Carson Wealth (CWM LLC)
1527
Carson Wealth (CWM LLC)
Nebraska
$614K -$2.75M -84,672 -82%
CFA
1528
Cahill Financial Advisors
Minnesota
$614K +$65 +2 +0%
FPCP
1529
Fort Point Capital Partners
California
$614K +$46.4K +1,432 +9%
PMFA
1530
Plante Moran Financial Advisors
Michigan
$612K -$41.5K -1,280 -7%
BIAS
1531
Beacon Investment Advisory Services
New Jersey
$611K +$64.9K +2,001 +12%
EMG
1532
Ellington Management Group
Connecticut
$608K +$584K +18,000 New
TAM
1533
Taylor Asset Management
Ontario, Canada
$605K – – –
SFM
1534
Signature Financial Management
Virginia
$604K -$17.7K -545 -3%
CAM
1535
CMT Asset Management
Illinois
$604K +$579K +17,858 New
RBC
1536
Ronald Blue & Co
Georgia
$603K +$21.4K +660 +4%
RIG
1537
Renaissance Investment Group
Massachusetts
$601K – – –
RTS
1538
Round Table Services
New Jersey
$596K -$35.7K -1,101 -6%
CC
1539
Capital Counsel
New York
$596K – – –
MLL
1540
Moody Lynn & Lieberson
Massachusetts
$592K +$139K +4,285 +32%
WA1
1541
Wimmer Associates 1
California
$590K +$18.8K +581 +3%
NCM
1542
Neumann Capital Management
California
$589K -$90.8K -2,800 -14%
BCP
1543
Berkeley Capital Partners
Georgia
$589K -$54K -1,666 -9%
DAM
1544
Delta Asset Management
Tennessee
$589K +$12K +369 +2%
NWP
1545
Northstar Wealth Partners
Connecticut
$589K +$579K +17,842 New
MAM
1546
Mastrapasqua Asset Management
Tennessee
$587K +$146K +4,491 +35%
CAM
1547
Cypress Asset Management
Texas
$583K -$35.7K -1,100 -6%
LOAMS
1548
Lombard Odier Asset Management (Switzerland)
Switzerland
$582K +$558K +17,206 New
SCM
1549
Schnieders Capital Management
California
$581K -$61K -1,881 -10%
KA
1550
Kovack Advisors
Florida
$580K +$86.4K +2,664 +18%