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Name Holding Trade Value Shares
Change
Change in
Stake
NW
1026
NewEdge Wealth
Pennsylvania
$538K -$33.6K -1,492 -5%
WW
1027
Waterfront Wealth
Kansas
$537K -$488K -21,660 -45%
TSWM
1028
Tyler-Stone Wealth Management
Ohio
$537K -$327K -14,500 -35%
CAM
1029
Councilmark Asset Management
Tennessee
$536K -$225K -9,982 -27%
AUB
1030
Atlantic Union Bankshares
Virginia
$536K -$158K -7,009 -21%
PPG
1031
Peak Planning Group
Colorado
$536K -$61.8K -2,741 -9%
PAS
1032
Park Avenue Securities
New York
$535K -$208K -9,248 -26%
FAIM
1033
Financial Advocates Investment Management
Washington
$532K -$300K -13,303 -33%
MHS
1034
M Holdings Securities
Oregon
$525K +$590K +26,168 New
CFP
1035
Catalyst Financial Partners
Massachusetts
$525K +$65.1K +2,889 +12%
WPC
1036
White Pine Capital
Minnesota
$523K -$137K -6,059 -19%
Financial Engines Advisors
1037
Financial Engines Advisors
California
$522K +$587K +26,024 New
CIA
1038
Cladis Investment Advisory
Montana
$520K +$42.8K +1,900 +8%
SAM
1039
Smartleaf Asset Management
Massachusetts
$519K +$3.56K +158 +0.6%
FNBTCON
1040
First National Bank & Trust Co of Newtown
Pennsylvania
$517K -$66.5K -2,950 -10%
GFA
1041
Gallagher Fiduciary Advisors
Illinois
$516K +$44.7K +1,984 +8%
BEI
1042
Benjamin Edwards Inc
Missouri
$514K -$162K -7,195 -22%
GIA
1043
Guyasuta Investment Advisors
Pennsylvania
$512K +$22.5K +1,000 +4%
MIC
1044
Maxi Investments CY
Cyprus
$511K -$239K -10,618 -29%
WQ
1045
Wealth Quarterback
New Jersey
$510K +$11.5K +508 +2%
ACM
1046
Armbruster Capital Management
New York
$508K
ACM
1047
Allred Capital Management
Texas
$508K -$23 -1 -0%
SWM
1048
Spire Wealth Management
Virginia
$508K -$215K -9,529 -27%
KMWM
1049
Keudell/Morrison Wealth Management
Oregon
$507K -$34.3K -1,520 -6%
BMC
1050
Beaton Management Company
Massachusetts
$507K +$46.8K +2,074 +9%