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Name Holding Trade Value Shares
Change
Change in
Stake
CWS
1051
Confluence Wealth Services
Pennsylvania
$1.39M +$68K +1,952 +5%
AFM
1052
Abbot Financial Management
Massachusetts
$1.39M -$74.5K -2,138 -5%
PWP
1053
Private Wealth Partners
California
$1.39M -$34.8K -1,000 -3%
AWC
1054
Abundance Wealth Counselors
Pennsylvania
$1.38M +$1.35M +38,823 New
AF
1055
Advisornet Financial
Minnesota
$1.38M -$58K -1,666 -4%
RT
1056
Rockland Trust
Massachusetts
$1.37M -$30.3K -869 -2%
IA
1057
IFP Advisors
Florida
$1.37M -$138K -3,952 -9%
BHIA
1058
Birch Hill Investment Advisors
Massachusetts
$1.37M +$6.62K +190 +0.5%
EWS
1059
Evergreen Wealth Solutions
Pennsylvania
$1.37M -$56.7K -1,627 -4%
KC
1060
Kenfarb & Co
Kentucky
$1.36M
MHS
1061
M Holdings Securities
Oregon
$1.35M +$1.08M +31,068 +440%
CA
1062
CoreCap Advisors
Michigan
$1.35M +$990K +28,435 +296%
AI
1063
AXS Investments
New York
$1.35M -$130K -3,723 -9%
CM
1064
Caption Management
Oklahoma
$1.35M -$523K -15,000 -28%
FPAS
1065
Focus Partners Advisor Solutions
Missouri
$1.35M +$56.2K +1,614 +4%
PAM
1066
Paradigm Asset Management
New York
$1.34M -$73.2K -2,100 -5%
LCM
1067
Leisure Capital Management
California
$1.34M +$22.1K +634 +2%
RCYC
1068
Richard C. Young & Co
Rhode Island
$1.34M -$1.39K -40 -0.1%
BTI
1069
Blue Trust Inc
Georgia
$1.34M +$24.9K +714 +2%
GCP
1070
GSA Capital Partners
United Kingdom
$1.34M +$634K +18,199 +93%
HWAM
1071
Hennion & Walsh Asset Management
New Jersey
$1.34M -$115K -3,314 -8%
CCFCSB
1072
Cape Cod Five Cents Savings Bank
Massachusetts
$1.34M +$650K +18,657 +98%
HI
1073
Harbour Investments
Wisconsin
$1.34M -$50.4K -1,446 -4%
AHC
1074
Adell Harriman & Carpenter
Texas
$1.33M -$31.4K -900 -2%
FAM
1075
Formidable Asset Management
Ohio
$1.33M +$6.93K +199 +0.5%