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Name Holding Trade Value Shares
Change
Change in
Stake
C
1701
Certuity
Florida
$916K -$25.3K -77 -3%
SF
1702
Summit Financial
New Jersey
$914K -$528K -1,604 -38%
APA
1703
Astoria Portfolio Advisors
New York
$913K +$11.5K +35 +1%
BAMG
1704
Brand Asset Management Group
Missouri
$904K -$48.1K -146 -5%
SOAMC
1705
Spirit of America Management Corp
New York
$904K
RFN
1706
RDA Financial Network
Iowa
$901K +$64.2K +195 +8%
OC
1707
Oakworth Capital
Alabama
$899K +$12.2K +37 +1%
NFA
1708
Northern Financial Advisors
Michigan
$899K +$851K +2,586 New
KCM
1709
KRS Capital Management
Michigan
$897K +$329 +1 +0%
VEA
1710
Virtus ETF Advisers
New York
$888K +$197K +597 +30%
TSWM
1711
Tyler-Stone Wealth Management
Ohio
$886K
CSIC
1712
Clifford Swan Investment Counsel
California
$885K -$1.32K -4 -0.2%
BAM
1713
Beaumont Asset Management
Texas
$885K +$439K +1,335 +110%
SCM
1714
Seascape Capital Management
New Hampshire
$881K -$5.27K -16 -0.6%
SHFA
1715
SC&H Financial Advisors
Maryland
$880K -$55.6K -169 -6%
NDSI
1716
Newman Dignan & Sheerar Inc
Rhode Island
$879K -$1.32K -4 -0.2%
SFS
1717
Stiles Financial Services
Minnesota
$878K -$10.5K -32 -1%
LDFR
1718
Lehman & Derafelo Financial Resources
Pennsylvania
$877K +$830K +2,521 New
CT
1719
Cambridge Trust
Massachusetts
$876K +$119K +363 +17%
ETIA
1720
Epic Trust Investment Advisors
Washington
$874K -$92.2K -280 -10%
GG
1721
Golden Green
South Carolina
$872K +$3.95K +12 +0.5%
RIA
1722
Regal Investment Advisors
Michigan
$869K -$10.2K -31 -1%
JSW
1723
Journey Strategic Wealth
New Jersey
$869K +$136K +412 +20%
RMC
1724
Resources Management Corp
Connecticut
$868K +$8.56K +26 +1%
I
1725
INVST
Indiana
$868K -$2.3K -7 -0.3%