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Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
1701
Capstone Investment Advisors
New York
$797K +$231K +1,178 +48%
MW
1702
MBL Wealth
North Carolina
$797K +$258K +1,318 +58%
NHT
1703
New Hampshire Trust
New Hampshire
$796K
DWM
1704
Dopkins Wealth Management
New York
$796K -$58.8K -300 -8%
MCM
1705
Maple Capital Management
Vermont
$795K -$37.1K -189 -5%
FAG
1706
Fortitude Advisory Group
Washington
$794K
OFS
1707
Oldfather Financial Services
Nebraska
$793K +$3.92K +20 +0.6%
SWMP
1708
Signature Wealth Management Partners
New Jersey
$793K +$196 +1 +0%
LI
1709
Lafayette Investments
Maryland
$792K
HFRG
1710
Houlihan Financial Resource Group
Virginia
$792K +$703K +3,583 New
SC
1711
Sawyer & Company
Massachusetts
$791K -$16.1K -82 -2%
ML
1712
McAdam LLC
Pennsylvania
$789K +$10.2K +52 +1%
KWMG
1713
King Wealth Management Group
Florida
$789K -$15.5K -79 -2%
BCFD
1714
Boit C.F. David
$788K
NFA
1715
Northwest Financial Advisors
Virginia
$785K +$249K +1,270 +56%
KCM
1716
Kendall Capital Management
Maryland
$785K +$51K +260 +8%
GWA
1717
Geometric Wealth Advisors
District of Columbia
$784K -$392 -2 -0.1%
TVM
1718
True Vision MN
Minnesota
$782K +$46.5K +237 +7%
REMPR
1719
Roof Eidam Maycock Peralta (REMP)
California
$782K
FPFS
1720
First Personal Financial Services
North Carolina
$781K +$24.9K +127 +4%
GI
1721
GS Investments
Minnesota
$779K -$4.9K -25 -0.7%
FPCP
1722
Fort Point Capital Partners
California
$778K +$12.9K +66 +2%
WCAMG
1723
Woodard & Company Asset Management Group
North Carolina
$778K +$98K +500 +17%
SLT
1724
St Louis Trust
Missouri
$774K -$222K -1,132 -24%
SHF
1725
Safe Harbor Fiduciary
Florida
$774K +$686K +3,500 New