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Name Holding Trade Value Shares
Change
Change in
Stake
ET
801
Equitable Trust
Tennessee
$226K
KCM
802
Kanawha Capital Management
Virginia
$226K
PWS
803
Precision Wealth Strategies
Missouri
$225K -$45K -267 -17%
BFA
804
Beaumont Financial Advisors
Massachusetts
$224K
PWMAG
805
Pinnacle Wealth Management Advisory Group
New Jersey
$224K
HIA
806
Harbor Investment Advisory
Maryland
$223K
RPC
807
Rossmore Private Capital
Connecticut
$222K +$1.01K +6 +0.5%
W
808
WealthOne
New York
$221K +$168 +1 +0.1%
NAM
809
NTV Asset Management
West Virginia
$220K +$212K +1,261 New
BWM
810
BCGM Wealth Management
Indiana
$219K +$206K +1,225 New
NC
811
NovaPoint Capital
Georgia
$218K +$211K +1,250 New
SAMT
812
Select Asset Management & Trust
Pennsylvania
$218K +$211K +1,250 New
SFS
813
Strategic Financial Services
New York
$217K +$209K +1,244 New
CL
814
CPWM LLC
Washington
$217K +$210K +1,245 New
CCP
815
Cassia Capital Partners
North Carolina
$215K +$208K +1,236 New
AWM
816
Aberdeen Wealth Management
Illinois
$214K +$207K +1,230 New
RZH
817
Relyea Zuckerberg Hanson
Connecticut
$212K +$205K +1,217 New
MMPW
818
Mitchell McLeod Pugh & Williams
Alabama
$211K +$204K +1,210 New
VCA
819
Verdence Capital Advisors
Maryland
$211K +$204K +1,213 New
VWA
820
V Wealth Advisors
Kansas
$210K +$201K +1,195 New
CYG
821
Clean Yield Group
Vermont
$209K -$33.7K -200 -14%
SWK
822
Stephen W. Kidder
$209K -$16.8K -100 -8%
HAFS
823
Hapanowicz & Associates Financial Services
Pennsylvania
$209K +$202K +1,200 New
NRS
824
Neville Rodie & Shaw
New York
$209K +$202K +1,200 New
S
825
SignatureFD
Georgia
$207K +$18.5K +110 +10%