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Name Holding Trade Value Shares
Change
Change in
Stake
MA
926
Montag & Associates
Georgia
$502K +$158K +1,030 +47%
PWPS
927
Pinnacle Wealth Planning Services
Ohio
$502K +$156K +1,020 +47%
TW
928
Transform Wealth
Colorado
$499K
IIC
929
Ironwood Investment Counsel
Arizona
$497K -$36.9K -241 -7%
JIP
930
Jaffetilchin Investment Partners
Florida
$494K +$25.4K +166 +6%
EFS
931
Essex Financial Services
Connecticut
$493K +$1.99K +13 +0.4%
VCAM
932
Van Cleef Asset Management
Ohio
$492K
LA
933
LVW Advisors
New York
$490K -$12.6K -82 -3%
RIM
934
Regent Investment Management
Kentucky
$490K -$8.43K -55 -2%
TF
935
Tompkins Financial
New York
$490K +$2.45K +16 +0.5%
V
936
ViaWealth
Kansas
$490K +$467K +3,043 New
IA
937
IFG Advisory
Georgia
$488K -$78.2K -510 -14%
FWTB
938
First Western Trust Bank
Colorado
$487K +$104K +681 +28%
KA
939
KLCM Advisors
Wisconsin
$487K
WSCM
940
Wellington Shields Capital Management
New York
$486K
RCM
941
RB Capital Management
Nevada
$485K -$3.22K -21 -0.7%
SFG
942
SevenBridge Financial Group
Pennsylvania
$485K
BCM
943
Brasada Capital Management
Texas
$483K +$471K +3,075 New
ADMI
944
Albert D. Mason Inc
Massachusetts
$479K
AAS
945
Ameritas Advisory Services
Nebraska
$479K +$173K +1,128 +59%
BDFN
946
Bond & Devick Financial Network
Minnesota
$478K
CFA
947
Capstone Financial Advisors
Illinois
$475K -$21.9K -143 -5%
LW
948
Linscomb Wealth
Texas
$475K +$8.59K +56 +2%
MG
949
Mather Group
Illinois
$473K -$17.9K -117 -4%
PTC
950
Philadelphia Trust Company
Pennsylvania
$471K