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Name Holding Trade Value Shares
Change
Change in
Stake
SC
1801
Skylands Capital
Wisconsin
$507K – – –
RCA
1802
Rex Capital Advisors
Rhode Island
$507K +$488K +1,500 New
WA
1803
Wealth Architects
California
$505K -$6.18K -19 -1%
LBC
1804
Lowe Brockenbrough & Co
Virginia
$502K – – –
TSWM
1805
Triangle Securities Wealth Management
North Carolina
$502K – – –
SWA
1806
Stratos Wealth Advisors
Ohio
$501K +$170K +524 +55%
FCFC
1807
First Commonwealth Financial Corp
Pennsylvania
$499K +$12K +37 +3%
BMC
1808
Beaton Management Company
Massachusetts
$497K – – –
HI
1809
Hudock Inc
Pennsylvania
$497K +$650 +2 +0.1%
AP
1810
Americana Partners
Texas
$496K +$4.55K +14 +1%
SAM
1811
SP Asset Management
California
$495K +$650 +2 +0.1%
CT
1812
Chicago Trust
Illinois
$494K +$127K +391 +37%
HCA
1813
Heck Capital Advisors
Wisconsin
$494K – – –
EWM
1814
Empirical Wealth Management
Washington
$493K +$57.2K +176 +14%
CNBTD
1815
Citizens National Bank Trust Department
Mississippi
$492K – – –
RI
1816
Ridgewood Investments
New Jersey
$488K -$10.1K -31 -2%
BFO
1817
Boston Family Office
Massachusetts
$488K -$2.93K -9 -0.6%
CCC
1818
Chelsea Counsel Company
California
$486K +$9.75K +30 +2%
MIC
1819
Means Investment Company
Maine
$484K +$28.9K +89 +6%
NF
1820
Nikulski Financial
Iowa
$484K +$55.3K +170 +13%
SGK
1821
Steigerwald Gordon & Koch
Virginia
$483K -$35.4K -109 -7%
GCP
1822
GSA Capital Partners
United Kingdom
$481K -$519K -1,597 -53%
CWP
1823
Capital Wealth Planning
Florida
$479K -$94.6K -291 -17%
CL
1824
CPWM LLC
Washington
$479K -$1.63K -5 -0.4%
CPW
1825
Catalyst Private Wealth
California
$477K +$458K +1,410 New