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Name Holding Trade Value Shares
Change
Change in
Stake
CHP
2201
Cable Hill Partners
Oregon
$676K +$53.9K +116 +9%
LA
2202
Latitude Advisors
Florida
$673K -$7.91K -17 -1%
DSN
2203
D. Scott Neal
Kentucky
$673K +$6.05K +13 +1%
AWAP
2204
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$673K -$6.51K -14 -1%
PIC
2205
Portland Investment Counsel
Ontario, Canada
$673K – – –
FC
2206
FORA Capital
Florida
$673K +$634K +1,363 New
MFG
2207
Midwest Financial Group
Kansas
$673K +$2.79K +6 +0.4%
CWM
2208
Centurion Wealth Management
Virginia
$673K +$634K +1,363 New
BTWM
2209
Baker Tilly Wealth Management
Wisconsin
$671K -$368K -792 -37%
NAS
2210
NWF Advisory Services
California
$668K +$215K +463 +52%
GIP
2211
Granite Investment Partners
California
$668K – – –
FCM
2212
FJ Capital Management
Virginia
$668K +$629K +1,353 New
T
2213
TOBAM
France
$668K +$21.9K +47 +4%
BAM
2214
BOS Asset Management
Illinois
$667K – – –
CPSAC
2215
Chas P. Smith & Associates (CPS)
Florida
$665K -$7.91K -17 -1%
VC
2216
Veery Capital
Delaware
$663K -$465 -1 -0.1%
HKIM
2217
Hayek Kallen Investment Management
Alabama
$661K – – –
BI
2218
BlueSpruce Investments
Illinois
$660K – – –
MC
2219
Matisse Capital
Oregon
$656K – – –
PFG
2220
Prosperity Financial Group
California
$653K +$25.1K +54 +4%
PWM
2221
Proathlete Wealth Management
Florida
$651K -$465 -1 -0.1%
PW
2222
Peninsula Wealth
California
$648K +$23.3K +50 +4%
AC
2223
AlphaCore Capital
California
$648K +$240K +516 +65%
CPA
2224
Cardiff Park Advisors
California
$646K -$11.2K -24 -2%
CIP
2225
Convergence Investment Partners
Florida
$645K -$19.1K -41 -3%