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Name Holding Trade Value Shares
Change
Change in
Stake
AF
1801
Apexium Financial
Texas
$769K +$14.9K +138 +2%
WCG
1802
Weaver Consulting Group
California
$768K -$24.8K -230 -3%
WFAG
1803
Wescott Financial Advisory Group
Pennsylvania
$768K +$12.5K +116 +2%
SI
1804
Seeds Investor
New York
$768K +$47.9K +445 +6%
AO
1805
Advisor OS
Illinois
$767K -$8.5K -79 -1%
AWA
1806
Acorn Wealth Advisors
Michigan
$767K +$105K +971 +14%
EB
1807
Eastern Bank
Massachusetts
$767K -$178K -1,656 -18%
BIM
1808
Baldwin Investment Management
Pennsylvania
$766K -$8.07K -75 -1%
GWM
1809
Gibbs Wealth Management
Georgia
$765K +$260K +2,416 +46%
BFM
1810
Boothbay Fund Management
New York
$765K +$829K +7,703 New
MWM
1811
Mittelman Wealth Management
Massachusetts
$763K +$25.3K +235 +3%
EFL
1812
ERn Financial LLC
Wisconsin
$763K +$13.1K +122 +2%
SCA
1813
Sippican Capital Advisors
Massachusetts
$763K -$40.9K -380 -5%
VAS
1814
Valicenti Advisory Services
New York
$762K -$7.11K -66 -0.9%
AFM
1815
Armstrong Fleming & Moore
District of Columbia
$760K +$11.3K +105 +1%
FCAS
1816
First Command Advisory Services
Texas
$759K -$14.3K -133 -2%
AMIM
1817
Aull & Monroe Investment Management
Alabama
$759K +$6.14K +57 +0.8%
AWM
1818
Aberdeen Wealth Management
Illinois
$759K -$110K -1,020 -12%
IIM
1819
Intact Investment Management
Quebec, Canada
$758K +$51.7K +480 +7%
CW
1820
CIC Wealth
Maryland
$757K -$17.5K -163 -2%
CCA
1821
Catalyst Capital Advisors
New York
$756K
AA
1822
ALPS Advisors
Colorado
$756K -$101K -937 -11%
NRD
1823
Nebula Research & Development
New York
$756K +$820K +7,616 New
PCG
1824
Prosperity Consulting Group
Maryland
$755K -$158K -1,471 -16%
RW
1825
RVW Wealth
California
$755K -$40.7K -378 -5%