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Name Holding Trade Value Shares
Change
Change in
Stake
BCFD
1051
Boit C.F. David
$412K
BWM
1052
BNC Wealth Management
Oregon
$412K +$12.8K +158 +3%
RMDI
1053
R.M. Davis Inc
Maine
$411K +$71.8K +887 +23%
VWA
1054
VERITY Wealth Advisors
United States
$410K
GVAG
1055
Great Valley Advisor Group
Delaware
$409K -$2.19K -27 -0.6%
W
1056
WealthOne
New York
$409K -$4.45K -55 -1%
FBA
1057
Front Barnett Associates
Illinois
$408K -$46.7K -577 -11%
CAI
1058
Capital Advisors Inc
Oklahoma
$408K +$7.77K +96 +2%
PTC
1059
Private Trust Company
Ohio
$407K +$7.86K +97 +2%
CWG
1060
Cornerstone Wealth Group
North Carolina
$407K -$19.1K -236 -5%
GWS
1061
Glassman Wealth Services
Virginia
$406K +$57.7K +713 +18%
NG
1062
Northstar Group
New York
$403K
AP
1063
Appleton Partners
Massachusetts
$403K -$64.5K -797 -15%
EIM
1064
Ervin Investment Management
Washington
$402K -$193K -2,381 -34%
MWP
1065
Moller Wealth Partners
$399K
TSS
1066
Two Sigma Securities
New York
$399K -$3.28M -40,537 -90%
OWA
1067
Octavia Wealth Advisors
Ohio
$398K +$368K +4,540 New
GWA
1068
GGM Wealth Advisors
Maryland
$397K +$362K +4,472 New
VNA
1069
Valley National Advisers
Pennsylvania
$396K -$12.6K -156 -3%
HIA
1070
HTG Investment Advisors
Connecticut
$396K
REMPR
1071
Roof Eidam Maycock Peralta (REMP)
California
$396K
TCM
1072
Telos Capital Management
California
$395K -$12.7K -157 -3%
VCAM
1073
Van Cleef Asset Management
Ohio
$395K
CA
1074
Claro Advisors
Massachusetts
$394K +$55.2K +682 +18%
NAS
1075
Nicolet Advisory Services
Wisconsin
$394K +$95.4K +1,178 +34%