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Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
1626
Mark Sheptoff Financial Planning
Connecticut
$369K +$254K +7,799 +195%
CAS
1627
Cue Advisory Services
Arizona
$365K +$141K +4,319 +59%
PAG
1628
Pinnacle Advisory Group
Maryland
$364K -$76.2K -2,338 -17%
CWM
1629
Cornerstone Wealth Management
Missouri
$363K +$9.32K +286 +2%
HCM
1630
Holland Capital Management
Illinois
$358K -$32.6M -1,000,150 -99%
AMM
1631
American Money Management
California
$358K +$2.61K +80 +0.7%
HPWM
1632
Highland Private Wealth Management
Washington
$358K +$15.7K +482 +4%
RT
1633
Rockland Trust
Massachusetts
$357K -$48.5K -1,488 -12%
CWM
1634
Connecticut Wealth Management
Connecticut
$356K -$37.5K -1,152 -9%
RIA
1635
Regal Investment Advisors
Michigan
$356K +$31.5K +966 +9%
CGA
1636
Crescent Grove Advisors
Illinois
$356K +$371K +11,375 New
GC
1637
Garde Capital
Washington
$355K +$13.1K +403 +4%
GLI
1638
Guardian Life Insurance
New York
$354K -$262K -8,034 -42%
PCM
1639
Pointe Capital Management
Michigan
$351K -$28.8K -884 -7%
ACH
1640
ArrowMark Colorado Holdings
Colorado
$351K -$11.4K -350 -3%
SPC
1641
Stewart & Patten Company
California
$351K – – –
FSCM
1642
Front Street Capital Management
Montana
$350K -$9.77K -300 -3%
SIG
1643
Sky Investment Group
Connecticut
$350K +$6.94K +213 +2%
SQA
1644
Simon Quick Advisors
New Jersey
$348K -$112K -3,443 -24%
SGK
1645
Steigerwald Gordon & Koch
Virginia
$348K +$24K +737 +7%
WRM
1646
Weybosset Research & Management
Rhode Island
$347K -$2.18K -67 -0.6%
JCM
1647
Jacobi Capital Management
Pennsylvania
$347K +$100K +3,083 +38%
SHGA
1648
Sand Hill Global Advisors
California
$345K +$57.8K +1,774 +19%
JFGLC
1649
Johnson Financial Group LLC (Colorado)
Colorado
$342K +$158K +4,843 +80%
BBNB
1650
Baker Boyer National Bank
Washington
$341K – – –