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Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
1426
Pacific Center for Financial Services
California
$668K
PF
1427
Phoenix Financial
Israel
$663K -$4.47M -14,507 -89%
CC
1428
Courier Capital
New York
$663K
AWM
1429
Accurate Wealth Management
Florida
$662K +$177K +575 +45%
IC
1430
Iconiq Capital
California
$662K +$924 +3 +0.2%
ST
1431
Spinnaker Trust
Maine
$662K
WAM
1432
Wakefield Asset Management
Colorado
$657K -$451K -1,465 -44%
SCG
1433
Sonata Capital Group
Washington
$655K
UB
1434
Umpqua Bank
Oregon
$653K -$89.3K -290 -14%
SFP
1435
Shepherd Financial Partners
Massachusetts
$649K +$10.2K +33 +2%
1WM
1436
1858 Wealth Management
Ohio
$649K
VCM
1437
Versant Capital Management
Arizona
$648K +$131K +424 +31%
JSA
1438
Jacobson & Schmitt Advisors
Wisconsin
$647K +$558K +1,812 New
AFP
1439
Ausdal Financial Partners
Iowa
$643K -$22.5K -73 -4%
VWA
1440
Visionary Wealth Advisors
Illinois
$638K -$19.4K -63 -3%
WMA
1441
Wealth Management Associates
New Jersey
$637K +$308 +1 +0.1%
CFG
1442
Carr Financial Group
Massachusetts
$632K
AWM
1443
Avior Wealth Management
Nebraska
$631K -$610K -1,981 -53%
RWMG
1444
Redwood Wealth Management Group
New Jersey
$629K
CAM
1445
Columbia Asset Management
Michigan
$627K
TC
1446
TFR Capital
Texas
$627K +$540K +1,755 New
LAM
1447
L2 Asset Management
Massachusetts
$626K +$21.9K +71 +4%
FMTC
1448
Farmers & Merchants Trust Company
California
$626K +$40.3K +131 +8%
PTP
1449
Platform Technology Partners
New York
$626K +$22.8K +74 +4%
FSA
1450
Fort Sheridan Advisors
Illinois
$625K -$98.5K -320 -15%