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Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
1101
Cedar Brook Financial Partners
Ohio
$1.25M -$43.8K -308 -3%
DSC
1102
Duncker Streett & Co
Missouri
$1.25M
HT
1103
Headlands Technologies
Illinois
$1.25M +$1.27M +8,925 New
WWM
1104
Western Wealth Management
Colorado
$1.25M +$142K +995 +13%
BFA
1105
Beaumont Financial Advisors
Massachusetts
$1.25M +$9.25K +65 +0.7%
BG
1106
Bahl & Gaynor
Ohio
$1.24M +$6.12K +43 +0.5%
ZIG
1107
Zuckerman Investment Group
Illinois
$1.24M -$4.55K -32 -0.4%
TFS
1108
Thoroughbred Financial Services
Tennessee
$1.24M +$626K +4,399 +99%
PAM
1109
Paradigm Asset Management
New York
$1.23M -$85.4K -600 -6%
KIA
1110
KCM Investment Advisors
California
$1.23M -$80.2K -564 -6%
BCA
1111
Bay Colony Advisors
Massachusetts
$1.23M +$309K +2,174 +33%
BTWM
1112
Baker Tilly Wealth Management
Wisconsin
$1.23M -$52.5K -369 -4%
SGC
1113
Slocum, Gordon & Co
Rhode Island
$1.23M
SFP
1114
Sandbox Financial Partners
Maryland
$1.23M +$996 +7 +0.1%
ACA
1115
Aptus Capital Advisors
Alabama
$1.23M +$336K +2,359 +37%
ESB
1116
Essex Savings Bank
Connecticut
$1.22M -$50.1K -352 -4%
LJAC
1117
L.J. Altfest & Co
New York
$1.22M
PGWM
1118
Parisi Gray Wealth Management
New Jersey
$1.22M -$25.9K -182 -2%
SDAM
1119
Shulman DeMeo Asset Management
New York
$1.22M -$85.4K -600 -6%
WPW
1120
Waldron Private Wealth
Pennsylvania
$1.21M +$1.99K +14 +0.2%
NFG
1121
Nations Financial Group
Iowa
$1.21M +$12.8K +90 +1%
CAM
1122
Cozad Asset Management
Illinois
$1.21M +$25.6K +180 +2%
FFM
1123
Forum Financial Management
Illinois
$1.21M -$83.9K -590 -6%
CM
1124
CastleKnight Management
New York
$1.21M -$270K -1,900 -18%
LRWA
1125
Long Run Wealth Advisors
New York
$1.2M -$31.7K -223 -3%