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Name Holding Trade Value Shares
Change
Change in
Stake
HIM
1701
Hillsdale Investment Management
Ontario, Canada
$1.01M +$380K +8,000 +60%
PWPS
1702
Pinnacle Wealth Planning Services
Ohio
$1.01M -$182K -3,830 -15%
CV
1703
Counterweight Ventures
North Carolina
$1.01M -$44K -926 -4%
AL
1704
Aspiriant LLC
California
$1.01M -$248K -5,228 -20%
HP
1705
Hilltop Partners
Indiana
$1M +$41.9K +883 +4%
BLC
1706
Brown, Lisle/Cummings
Rhode Island
$1M -$9.16K -193 -0.9%
FZCM
1707
Flynn Zito Capital Management
New York
$998K +$6.88K +145 +0.7%
NCM
1708
Neumann Capital Management
California
$996K
SIAP
1709
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$994K +$90.7K +1,910 +10%
ACS
1710
Archford Capital Strategies
Illinois
$991K +$55.9K +1,177 +6%
AIM
1711
Aspen Investment Management
Michigan
$988K -$36.8K -776 -4%
WA
1712
Wealth Alliance
New York
$987K -$75.2K -1,583 -7%
FCB
1713
First County Bank
Connecticut
$986K -$56.1K -1,182 -5%
TBNY
1714
Trustco Bank (New York)
New York
$985K -$76K -1,600 -7%
PCS
1715
Personal CFO Solutions
New Jersey
$983K -$61.2K -1,289 -6%
GLR
1716
Great Lakes Retirement
Ohio
$983K +$27.8K +586 +3%
FA
1717
Fountainhead AM
New Jersey
$982K +$48.3K +1,017 +5%
RIA
1718
Realta Investment Advisors
Delaware
$981K -$68.7K -1,447 -7%
LSPW
1719
Lake Street Private Wealth
Illinois
$979K -$582K -12,267 -37%
RVPG
1720
Relative Value Partners Group
$979K +$437K +9,200 +81%
PCM
1721
Princeton Capital Management
New Jersey
$978K -$90.1K -1,898 -8%
CPC
1722
Cookson Peirce & Co
Pennsylvania
$975K +$62.6K +1,319 +7%
CFS
1723
Commonwealth Financial Services
West Virginia
$974K -$112K -2,356 -10%
FFA
1724
Fragasso Financial Advisors
Pennsylvania
$972K -$164K -3,464 -14%
MCI
1725
MRP Capital Investments
Georgia
$968K -$276K -5,823 -22%