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Name Holding Trade Value Shares
Change
Change in
Stake
C
1726
Certuity
Florida
$693K +$31.5K +369 +5%
PIM
1727
Profit Investment Management
Maryland
$692K -$21.9K -257 -3%
V
1728
ViaWealth
Kansas
$692K -$27.8K -325 -4%
APG
1729
Abacus Planning Group
South Carolina
$691K -$14.6K -171 -2%
NL
1730
Navalign LLC
California
$691K -$38.3K -448 -5%
SAM
1731
Stansberry Asset Management
Texas
$690K +$727K +8,516 New
IA
1732
IFG Advisory
Georgia
$690K +$727K +8,514 New
SQA
1733
Simon Quick Advisors
New Jersey
$690K +$46.5K +544 +7%
AG
1734
AIA Group
Hong Kong
$688K +$725K +8,488 New
CAM
1735
Cozad Asset Management
Illinois
$688K -$1.96M -22,948 -73%
SCA
1736
Sippican Capital Advisors
Massachusetts
$687K -$228K -2,665 -24%
LOIP
1737
Live Oak Investment Partners
Texas
$684K
PI
1738
PineBridge Investments
New York
$683K -$124K -1,450 -15%
SWM
1739
Silverlake Wealth Management
Vermont
$681K -$512 -6 -0.1%
ET
1740
Equitable Trust
Tennessee
$680K +$216K +2,529 +43%
SP
1741
Successful Portfolios
Florida
$679K +$683 +8 +0.1%
IB
1742
Intrust Bank
Kansas
$679K -$334K -3,906 -32%
WPC
1743
White Pine Capital
Minnesota
$679K -$60.3K -706 -8%
CBT
1744
CoreFirst Bank & Trust
Kansas
$679K -$7.17K -84 -1%
AF
1745
Apexium Financial
Texas
$678K -$41.3K -483 -5%
YDMI
1746
Y.D. More Investments
Israel
$678K -$83.7K -980 -10%
BWFA
1747
Baltimore-Washington Financial Advisors
Maryland
$677K +$713K +8,350 New
LP
1748
LGL Partners
Pennsylvania
$675K +$127K +1,492 +22%
HWA
1749
Heritage Wealth Advisors
Virginia
$674K -$17.5M -204,713 -96%
LFA
1750
Legacy Financial Advisors
Kentucky
$672K +$106K +1,236 +18%