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Name Holding Trade Value Shares
Change
Change in
Stake
OCPWS
2626
One Charles Private Wealth Services
Massachusetts
$877K -$20.8K -53 -2%
JGIA
2627
Jackson Grant Investment Advisers
Connecticut
$877K +$394K +1,002 +86%
1IA
2628
1620 Investment Advisors
Massachusetts
$876K -$13K -33 -2%
BWM
2629
Blossom Wealth Management
California
$875K -$1.97K -5 -0.2%
ISB
2630
Iowa State Bank
Iowa
$874K
WKSWA
2631
White Knight Strategic Wealth Advisors
New Jersey
$874K +$1.18K +3 +0.1%
PCM
2632
Polymer Capital Management
New York
$874K +$848K +2,156 New
VAF
2633
Values Added Financial
District of Columbia
$873K +$31.8K +81 +4%
CFA
2634
Capstone Financial Advisors
Illinois
$873K +$370K +942 +78%
SCM
2635
Sunbeam Capital Management
Georgia
$872K +$29.1K +74 +4%
CNTOF
2636
Canandaigua National Trust of Florida
New York
$872K -$29.9K -76 -3%
TP
2637
Tranquility Partners
Tennessee
$871K -$50.3K -128 -6%
NG
2638
Novem Group
New York
$870K -$143K -363 -14%
RB
2639
Rodgers Brothers
Pennsylvania
$868K
WA
2640
Wealthstream Advisors
New York
$868K +$31.5K +80 +4%
LA
2641
Latitude Advisors
Florida
$868K -$252K -641 -23%
AIS
2642
American Investment Services
Massachusetts
$867K
PWM
2643
Prentice Wealth Management
New York
$866K +$44K +112 +6%
LAM
2644
Lewis Asset Management
California
$865K +$89.3K +227 +12%
OCM
2645
Orion Capital Management
California
$863K +$393 +1 +0%
CCP
2646
Cushing Capital Partners
Wisconsin
$860K -$17.7K -45 -2%
HF
2647
Holcombe Financial
Georgia
$859K
EIG
2648
Ellenbecker Investment Group
Wisconsin
$858K -$9.04K -23 -1%
SCP
2649
Shorepoint Capital Partners
Massachusetts
$857K +$831K +2,114 New
FC
2650
Financial Consulate
Maryland
$855K +$829K +2,109 New