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Name Holding Trade Value Shares
Change
Change in
Stake
FA
1201
Fagan Associates
New York
$663K
HWM
1202
Hohimer Wealth Management
Washington
$662K
PCG
1203
Prosperity Consulting Group
Maryland
$662K +$74.9K +1,983 +12%
PCS
1204
Personal CFO Solutions
New Jersey
$660K +$36.3K +961 +6%
MPWT
1205
MassMutual Private Wealth & Trust
Connecticut
$660K +$2.23K +59 +0.3%
CIC
1206
Carnegie Investment Counsel
Ohio
$657K +$88.7K +2,350 +15%
SC
1207
Searle & Co
Connecticut
$657K
CIA
1208
Compass Ion Advisors
Pennsylvania
$657K -$566 -15 -0.1%
AWM
1209
Ariadne Wealth Management
California
$656K -$114K -3,008 -18%
SVCP
1210
Silicon Valley Capital Partners
California
$655K +$321K +8,500 +92%
SC
1211
Syon Capital
California
$653K +$171K +4,529 +34%
BFA
1212
Beaumont Financial Advisors
Massachusetts
$651K +$17.3K +458 +3%
KCM
1213
Kathmere Capital Management
Pennsylvania
$650K +$271K +7,174 +69%
CIC
1214
Crawford Investment Counsel
Georgia
$649K +$77K +2,040 +13%
WC
1215
Waterloo Capital
Texas
$648K +$16.5K +436 +3%
FIB
1216
First Interstate Bank
Montana
$648K
FGC
1217
First Growth Capital
Maryland
$648K +$506K +13,409 New
SLFPAM
1218
St. Louis Financial Planners Asset Management
Missouri
$647K -$152K -4,019 -19%
SWM
1219
SilverOak Wealth Management
Minnesota
$647K -$8.38K -222 -1%
PAI
1220
Pittenger & Anderson Inc
Nebraska
$646K +$601K +15,917 +994%
EWA
1221
Evolution Wealth Advisors
Florida
$645K
HWMC
1222
Heritage Wealth Management (California)
California
$643K -$18K -477 -3%
NEI
1223
Northwest & Ethical Investments
Ontario, Canada
$642K +$650K +17,202 New
YIM
1224
Yoffe Investment Management
Pennsylvania
$641K
CI
1225
Cordant Inc
Oregon
$639K +$378K +10,022 +137%