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Name Holding Trade Value Shares
Change
Change in
Stake
MWPCG
1101
Measured Wealth Private Client Group
New Hampshire
$376K – – –
SIC
1102
Samalin Investment Counsel
New York
$375K +$1K +3 +0.3%
BAM
1103
Berkshire Asset Management
Pennsylvania
$375K +$353K +1,055 New
LA
1104
Legacy Advisors
Pennsylvania
$372K -$28.8K -86 -8%
RPWA
1105
Regent Peak Wealth Advisors
Georgia
$372K -$1.67K -5 -0.5%
PWM
1106
Prentice Wealth Management
New York
$372K +$19.4K +58 +6%
WI
1107
WrapManager Inc
California
$372K -$18.1K -54 -5%
LAM
1108
L2 Asset Management
Massachusetts
$371K +$15.1K +45 +5%
Harbour Investments
1109
Harbour Investments
Wisconsin
$371K -$1K -3 -0.3%
RWM
1110
Revisor Wealth Management
Ohio
$367K +$346K +1,032 New
WSC
1111
Wellington Shields & Co
New York
$366K -$15.1K -45 -4%
NL
1112
NWAM LLC
Washington
$365K -$37.8K -113 -10%
GIA
1113
GHP Investment Advisors
Colorado
$364K – – –
Klingenstein Fields & Co
1114
Klingenstein Fields & Co
New York
$363K – – –
PTB
1115
Pioneer Trust Bank
Oregon
$361K – – –
Farther Finance Advisors
1116
Farther Finance Advisors
California
$361K -$35.5K -106 -9%
SCA
1117
STALEY CAPITAL ADVISERS
Pennsylvania
$359K – – –
CIP
1118
Convergence Investment Partners
Florida
$357K +$16.4K +49 +5%
MAM
1119
Meeder Asset Management
Ohio
$356K -$8.71K -26 -3%
RCG
1120
Regatta Capital Group
California
$356K – – –
OGC
1121
Oak Grove Capital
New Hampshire
$355K -$653K -1,950 -66%
MFC
1122
Mechanics Financial Corp
Ohio
$355K – – –
SRC
1123
Samson Rock Capital
United Kingdom
$355K +$335K +1,000 New
LI
1124
LMCG Investments
Massachusetts
$355K -$38.2K -114 -10%
SWM
1125
SeaCrest Wealth Management
New York
$353K +$25.5K +76 +8%