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Name Holding Trade Value Shares
Change
Change in
Stake
TTWM
1601
TCV Trust & Wealth Management
Virginia
$502K -$10.5K -372 -2%
DFG
1602
Delta Financial Group
New Jersey
$499K -$2.07K -73 -0.5%
GEA
1603
Glen Eagle Advisors
New Jersey
$497K -$4.59K -162 -1%
EA
1604
Ellsworth Advisors
Ohio
$497K -$2.22M -78,279 -84%
SP
1605
Successful Portfolios
Florida
$494K -$18.2K -644 -4%
HL
1606
HeadInvest LLC
Maine
$493K -$110K -3,889 -20%
BWP
1607
Balboa Wealth Partners
Arizona
$491K -$20.7K -729 -5%
PI
1608
Parkside Investments
Illinois
$490K +$425K +15,000 New
WCA
1609
Waypoint Capital Advisors
Minnesota
$489K -$20K -707 -5%
PWA
1610
Phoenix Wealth Advisors
North Carolina
$488K +$53.6K +1,891 +15%
PIA
1611
Perennial Investment Advisors
California
$486K +$66K +2,331 +19%
CI
1612
Cordant Inc
Oregon
$485K +$172K +6,064 +69%
RIM
1613
RW Investment Management
Idaho
$485K -$19.7K -697 -4%
QCM
1614
Quantinno Capital Management
New York
$485K -$307K -10,829 -42%
CPSAC
1615
Chas P. Smith & Associates (CPS)
Florida
$485K -$1.64K -58 -0.4%
RCM
1616
RNC Capital Management
California
$484K -$1.04M -36,853 -71%
TA
1617
Trivest Advisors
Hong Kong
$484K +$419K +14,800 New
CWM
1618
Congress Wealth Management
Massachusetts
$484K -$51.8K -1,827 -11%
BAAM
1619
Baker Avenue Asset Management
California
$480K +$29K +1,024 +7%
FNBSF
1620
First National Bank Sioux Falls
South Dakota
$480K -$74.4K -2,627 -15%
BCB
1621
Brian C. Broderick
$479K -$145K -5,125 -26%
FFA
1622
Founders Financial Alliance
North Carolina
$479K -$262K -9,246 -38%
CRWM
1623
Castle Rock Wealth Management
California
$479K -$3.46K -122 -0.8%
NF
1624
Norwood Financial
Pennsylvania
$478K
TNB
1625
Thomasville National Bank
Georgia
$478K -$172K -6,060 -29%