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Name Holding Trade Value Shares
Change
Change in
Stake
Beacon Investment Advisory Services
2051
Beacon Investment Advisory Services
New Jersey
$711K -$76.6K -283 -9%
Professional Advisory Services
2052
Professional Advisory Services
Florida
$711K – – –
FWA
2053
Flagship Wealth Advisors
Massachusetts
$711K -$89.8K -332 -12%
BDFN
2054
Bond & Devick Financial Network
Minnesota
$711K -$541 -2 -0.1%
PSB
2055
Piscataqua Savings Bank
New Hampshire
$711K – – –
DTC
2056
Davidson Trust Company
Washington
$710K -$100K -370 -11%
CVA Family Office
2057
CVA Family Office
Colorado
$710K +$146K +539 +23%
Cahill Financial Advisors
2058
Cahill Financial Advisors
Minnesota
$710K -$8.66K -32 -1%
VFS
2059
Valpey Financial Services
New Hampshire
$709K – – –
Citizens Business Bank
2060
Citizens Business Bank
California
$706K -$5.68K -21 -0.7%
CPWA
2061
Cerro Pacific Wealth Advisors
California
$706K +$42.5K +157 +6%
PAM
2062
Pegasus Asset Management
New York
$704K -$2.71K -10 -0.3%
Laurion Capital Management
2063
Laurion Capital Management
New York
$704K +$786K +2,905 New
TBFA
2064
Three Bearings Fiduciary Advisors
New Hampshire
$703K – – –
Paradigm Capital Management Inc
2065
Paradigm Capital Management Inc
New York
$703K – – –
BLC
2066
Brown, Lisle/Cummings
Rhode Island
$703K +$40.6K +150 +5%
CWL
2067
Causey Wealth LLC
Colorado
$701K -$5.68K -21 -0.7%
Acropolis Investment Management
2068
Acropolis Investment Management
Missouri
$700K -$5.95K -22 -0.8%
MFC
2069
Morris Financial Concepts
South Carolina
$699K +$1.08K +4 +0.1%
Harvey Investment Company
2070
Harvey Investment Company
Kentucky
$699K – – –
UBG
2071
United Bank (Georgia)
Georgia
$699K -$400K -1,477 -34%
CHA
2072
Cooper/Haims Advisors
New York
$697K – – –
CWM
2073
Chesapeake Wealth Management
Virginia
$697K +$1.35K +5 +0.2%
Commonwealth Financial Services
2074
Commonwealth Financial Services
West Virginia
$696K +$36.3K +134 +5%
IIL
2075
Income Insurance Ltd
$695K – – –