Name Holding Trade Value Shares
Change
Change in
Stake
NLP
2051
Next Level Private
New York
$698K +$209K +4,191 +43%
AF
2052
Apexium Financial
Texas
$698K -$215K -4,305 -24%
DTC
2053
Davidson Trust Company
Washington
$690K +$9.98K +200 +1%
DWAM
2054
Duncan Williams Asset Management
Tennessee
$690K +$689K +13,819 New
PIA
2055
Pinion Investment Advisors
Kansas
$689K -$1.15K -23 -0.2%
CCG
2056
Catalina Capital Group
California
$688K +$317K +6,361 +86%
GAMC
2057
Garner Asset Management Corp
Texas
$687K +$44.2K +885 +7%
SPC
2058
Spirepoint Private Client
Florida
$686K +$686K +13,744 New
OWA
2059
Opal Wealth Advisors
New York
$685K -$130K -2,614 -16%
ERIM
2060
Eagle Ridge Investment Management
Connecticut
$684K +$190K +3,817 +39%
KFA
2061
Kelleher Financial Advisors
New York
$683K +$175K +3,500 +34%
AAG
2062
Accordant Advisory Group
Maryland
$682K +$682K +13,673 New
SFG
2063
Sunburst Financial Group
Alabama
$681K +$32.1K +643 +5%
EA
2064
Eudaimonia Advisors
Tennessee
$680K +$18.4K +368 +3%
NAMM
2065
NorthStar Asset Management (Massachusetts)
Massachusetts
$680K – – –
GEA
2066
Glen Eagle Advisors
New Jersey
$679K -$8.53K -171 -1%
RFG
2067
RFP Financial Group
Georgia
$679K -$199K -3,988 -23%
MCM
2068
Maple Capital Management
Vermont
$678K +$9.43K +189 +1%
BMC
2069
Beaton Management Company
Massachusetts
$678K – – –
PCM
2070
Palouse Capital Management
Washington
$678K +$677K +13,578 New
AFC
2071
AFT Forsyth & Company
Florida
$676K -$120K -2,400 -15%
AWM
2072
Angeles Wealth Management
California
$675K +$71.2K +1,428 +12%
CG
2073
Clifford Group
Massachusetts
$674K +$84.6K +1,695 +14%
NBT
2074
Northwest Bank & Trust
Iowa
$673K -$200 -4 -0%
RZH
2075
Relyea Zuckerberg Hanson
Connecticut
$673K +$28.1K +564 +4%