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Corning

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
901
Silverlake Wealth Management
Vermont
$223K -$8.78K -267 -4%
KWA
902
Kingswood Wealth Advisors
California
$222K +$208K +6,331 New
FAIM
903
Financial Advocates Investment Management
Washington
$221K -$8.91K -271 -4%
BJL
904
Brighton Jones LLC
Washington
$221K +$18K +547 +10%
KA
905
Klingman & Associates
New York
$220K -$2.79K -85 -1%
ACM
906
Ashford Capital Management
Delaware
$215K – – –
AIC
907
Archer Investment Corporation
Indiana
$212K +$9.86K +300 +5%
FFWA
908
FRG Family Wealth Advisors
Washington
$212K +$199K +6,050 New
BCM
909
Birmingham Capital Management
Alabama
$210K – – –
SP
910
Successful Portfolios
Florida
$210K – – –
WCA
911
Westover Capital Advisors
Delaware
$210K – – –
RW
912
Rede Wealth
Virginia
$210K – – –
PP
913
PDS Planning
Ohio
$209K +$8.25K +251 +4%
PCM
914
Parsons Capital Management
Rhode Island
$209K – – –
CSPIA
915
Cary Street Partners Investment Advisory
Virginia
$208K +$1.18K +36 +0.6%
PWPS
916
Pinnacle Wealth Planning Services
Ohio
$208K -$1.91K -58 -1%
BAM
917
Bosun Asset Management
Illinois
$208K +$195K +5,925 New
CCA
918
Cobblestone Capital Advisors
New York
$206K +$193K +5,869 New
CG
919
Cutler Group
California
$204K +$54K +1,644 +39%
IWM
920
IHT Wealth Management
Illinois
$203K -$156K -4,748 -45%
BEAM
921
Baker Ellis Asset Management
Washington
$202K +$2.5K +76 +1%
IAIM
922
International Assets Investment Management
Florida
$201K +$188K +5,734 New
HTC
923
Haverford Trust Company
Pennsylvania
$198K +$186K +5,656 New
CFG
924
CKW Financial Group
Hawaii
$193K +$182K +5,522 New
ANBT
925
American National Bank & Trust
Texas
$186K – – –