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Name Holding Trade Value Shares
Change
Change in
Stake
TSMHT
1001
Thurston Springer Miller Herd & Titak
Indiana
$616K +$91.8K +1,170 +17%
TF
1002
Trek Financial
Arizona
$614K -$25.1K -320 -4%
JIP
1003
Jaffetilchin Investment Partners
Florida
$614K +$621K +7,920 New
QPW
1004
Quantum Private Wealth
Florida
$612K -$14.1K -180 -2%
PA
1005
Procyon Advisors
Connecticut
$609K -$31.4K -400 -5%
RIA
1006
Regal Investment Advisors
Michigan
$609K +$66.7K +850 +12%
HAS
1007
HBW Advisory Services
California
$605K +$183K +2,330 +43%
BAM
1008
Berkshire Asset Management
Pennsylvania
$604K
MAM
1009
McLean Asset Management
Virginia
$603K -$785 -10 -0.1%
VH
1010
Visionary Horizons
Tennessee
$597K +$3.92K +50 +0.7%
VV
1011
Verity & Verity
South Carolina
$597K +$62K +790 +11%
FWP
1012
FAS Wealth Partners
Kansas
$596K +$785 +10 +0.1%
SCM
1013
Stevens Capital Management
Pennsylvania
$592K +$599K +7,640 New
AAS
1014
Annex Advisory Services
Wisconsin
$592K
EI
1015
Ecofi Investissements
France
$590K
APA
1016
Astoria Portfolio Advisors
New York
$590K +$72.2K +920 +14%
SQA
1017
Simon Quick Advisors
New Jersey
$589K +$62.8K +800 +12%
EWM
1018
Evercore Wealth Management
New York
$582K -$6.28K -80 -1%
AIC
1019
Argus Investors Counsel
New York
$581K -$105K -1,340 -15%
FCA
1020
FLC Capital Advisors
California
$578K
NAM
1021
NorthCrest Asset Manangement
Minnesota
$578K -$11K -140 -2%
WAP
1022
Wealthcare Advisory Partners
Pennsylvania
$575K -$3.92K -50 -0.7%
CFP
1023
Catalyst Financial Partners
Massachusetts
$573K +$14.9K +190 +3%
CIA
1024
Capital Investment Advisors
Georgia
$569K +$47.9K +610 +9%
FFM
1025
Forum Financial Management
Illinois
$565K