Name Holding Trade Value Shares
Change
Change in
Stake
WAG
1601
Winthrop Advisory Group
Massachusetts
$1.01M -$343K -1,540 -25%
NI
1602
Natural Investments
California
$1.01M +$1.03M +4,605 New
CL
1603
COWA LLC
Oklahoma
$1.01M -$84.4K -379 -8%
CF
1604
Centaurus Financial
California
$1.01M -$741K -3,326 -42%
CLA
1605
Carnegie Lake Advisors
New Jersey
$1.01M – – –
CA
1606
Crewe Advisors
Utah
$1.01M -$21.8K -98 -2%
PWM
1607
Proathlete Wealth Management
Florida
$1.01M +$6.24K +28 +0.6%
Los Angeles Capital Management
1608
Los Angeles Capital Management
California
$1.01M -$2.39M -10,743 -70%
PIA
1609
Powell Investment Advisors
Florida
$1.01M +$445 +2 +0%
CF
1610
Copperwynd Financial
Arizona
$1M -$11.8K -53 -1%
CUAMC
1611
China Universal Asset Management Company
China
$1M +$281K +1,260 +38%
STA
1612
Smith Thornton Advisors
Alabama
$1M +$95.3K +428 +10%
PFA
1613
Plotkin Financial Advisors
Maryland
$1M – – –
SWA
1614
Sax Wealth Advisors
New Jersey
$1M -$30.3K -136 -3%
YIA
1615
YHB Investment Advisors
Connecticut
$1,000K +$106K +474 +12%
BWP
1616
BSW Wealth Partners
Colorado
$1,000K +$265K +1,189 +35%
PWM
1617
Palacios Wealth Management
Florida
$999K +$1.01M +4,513 New
OPCM
1618
Osborne Partners Capital Management
California
$999K -$45.4K -204 -4%
CC
1619
Cultivar Capital
Texas
$999K – – –
KA
1620
Klingman & Associates
New York
$998K -$2.67K -12 -0.3%
CFA
1621
Cahill Financial Advisors
Minnesota
$993K -$171K -770 -15%
CNC
1622
Citizens & Northern Corp
Pennsylvania
$992K -$1.7M -7,614 -63%
SFS
1623
Strategic Financial Services
New York
$991K -$12K -54 -1%
TT
1624
TI-Trust
Illinois
$985K -$6.01K -27 -0.6%
FCB
1625
First County Bank
Connecticut
$983K -$256K -1,150 -20%