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Name Holding Trade Value Shares
Change
Change in
Stake
ACP
1376
Aviance Capital Partners
Florida
$690K +$142 +2 +0%
SGI
1377
Summit Global Investments
Utah
$685K +$217K +3,048 +44%
SAM
1378
Secure Asset Management
Michigan
$681K -$79.7K -1,120 -10%
JE
1379
JMAC Enterprises
Pennsylvania
$679K +$105K +1,470 +18%
FCP
1380
Fidelis Capital Partners
Florida
$677K +$55.1K +775 +9%
VFA
1381
Voya Financial Advisors
Connecticut
$675K +$11.7K +165 +2%
NCM
1382
Northside Capital Management
Oregon
$671K
Jones Financial Companies
1383
Jones Financial Companies
Missouri
$671K -$68.2K -958 -9%
FNBTCON
1384
First National Bank & Trust Co of Newtown
Pennsylvania
$668K -$4.98K -70 -0.7%
WMP
1385
Wealth Management Partners
Arizona
$668K +$58.2K +818 +9%
RT
1386
Rockland Trust
Massachusetts
$667K +$4.91K +69 +0.7%
CWM
1387
Chesapeake Wealth Management
Virginia
$667K -$9.25K -130 -1%
MAA
1388
Mraz Amerine & Associates
California
$665K +$21.2K +298 +3%
ICM
1389
IMS Capital Management
Oregon
$661K +$18.4K +258 +3%
PWM
1390
Prentice Wealth Management
New York
$660K -$117K -1,646 -15%
RTC
1391
Riverview Trust Company
Washington
$652K +$20.8K +292 +3%
FFWA
1392
FRG Family Wealth Advisors
Washington
$652K -$9.61K -135 -1%
GWA
1393
GGM Wealth Advisors
Maryland
$651K +$650K +9,137 New
ITIM
1394
Indiana Trust & Investment Management
Indiana
$647K -$29K -408 -4%
GL
1395
Graypoint LLC
New York
$643K +$55.5K +780 +9%
PWA
1396
Providence Wealth Advisors
Illinois
$643K -$86K -1,208 -12%
VT
1397
Vise Technologies
New York
$643K +$133K +1,864 +25%
GAG
1398
GM Advisory Group
New York
$642K +$25K +351 +4%
CST
1399
Charles Schwab Trust
Nevada
$641K -$95.3K -1,340 -12%
NWM
1400
NEIRG Wealth Management
Massachusetts
$639K -$68.2K -958 -9%