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Name Holding Trade Value Shares
Change
Change in
Stake
RMDI
1776
R.M. Davis Inc
Maine
$829K -$55.3K -160 -6%
MFW
1777
Mosaic Family Wealth
Missouri
$829K +$31.5K +91 +4%
WAM
1778
Werlinich Asset Management
Connecticut
$828K – – –
PMA
1779
Prudent Man Advisors
Illinois
$828K -$1.04K -3 -0.1%
BRC
1780
Bell Rock Capital
Delaware
$826K +$762K +2,202 New
HIP
1781
HUB Investment Partners
Texas
$821K -$69.9K -202 -8%
AWM
1782
Atticus Wealth Management
Florida
$819K +$21.8K +63 +3%
PPW
1783
Pinnacle Private Wealth
Massachusetts
$818K +$787K +2,277 New
SC
1784
Solstein Capital
California
$817K +$243K +704 +45%
FFWA
1785
FRG Family Wealth Advisors
Washington
$816K -$109K -315 -12%
LFA
1786
Legacy Financial Advisors
Kentucky
$815K +$78.8K +228 +11%
PWA
1787
Phoenix Wealth Advisors
North Carolina
$813K -$84K -243 -10%
CBFP
1788
Cedar Brook Financial Partners
Ohio
$813K -$59.8K -173 -7%
GWSG
1789
GPS Wealth Strategies Group
Colorado
$809K -$51.5K -149 -6%
NQWM
1790
Northwest Quadrant Wealth Management
Oregon
$807K -$33.9K -98 -4%
PCMC
1791
Private Capital Management (Colorado)
Colorado
$807K +$24.6K +71 +3%
PA
1792
PSI Advisors
Florida
$800K +$583K +1,686 +312%
BS
1793
Bessemer Securities
New York
$796K – – –
LC
1794
LCNB Corp
Ohio
$795K -$8.65K -25 -1%
CIA
1795
Capital Investment Advisors
Georgia
$793K +$21.4K +62 +3%
KSWA
1796
Kathleen S. Wright Associates
Pennsylvania
$791K +$761K +2,200 New
APWM
1797
Atlas Private Wealth Management
New York
$787K -$14.5K -42 -2%
SAM
1798
Synergy Asset Management
Washington
$786K +$158K +456 +26%
CMI
1799
Clare Market Investments
Texas
$783K -$56.4K -163 -7%
RFN
1800
RDA Financial Network
Iowa
$781K +$142K +412 +23%