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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
2276
Carlson Capital Management
Minnesota
$526K +$61.5K +153 +14%
FCAS
2277
First Command Advisory Services
Texas
$525K -$19.3K -48 -4%
FPCG
2278
Fort Pitt Capital Group
Pennsylvania
$525K +$2.81K +7 +0.6%
DDPIC
2279
Deroy & Devereaux Private Investment Counsel
Michigan
$523K -$86.4K -215 -15%
EB
2280
Exchange Bank
California
$521K -$39K -97 -7%
TWM
2281
Tradition Wealth Management
Minnesota
$519K +$45.8K +114 +10%
MKA
2282
M. Kulyk & Associates
Georgia
$519K +$489K +1,216 New
CWM
2283
Centurion Wealth Management
Virginia
$518K +$25.7K +64 +6%
FFC
2284
First Financial Corp
Indiana
$518K -$32.9K -82 -6%
KBFS
2285
Kohmann Bosshard Financial Services
Ohio
$518K
PW
2286
Peninsula Wealth
California
$513K +$10.4K +26 +2%
CAM
2287
Claret Asset Management
Quebec, Canada
$511K -$7.63K -19 -2%
AWM
2288
Aries Wealth Management
Maine
$510K -$65.9K -164 -12%
KMWM
2289
Keudell/Morrison Wealth Management
Oregon
$508K +$97.2K +242 +25%
PPWM
2290
Paragon Private Wealth Management
Kentucky
$507K -$9.24K -23 -2%
TA
2291
TruWealth Advisors
Louisiana
$507K -$9.64K -24 -2%
SVCP
2292
Silicon Valley Capital Partners
California
$506K +$803 +2 +0.2%
WPWM
2293
Western Pacific Wealth Management
Illinois
$506K -$4.42K -11 -0.9%
FP
2294
Financial Perspectives
Minnesota
$506K +$803 +2 +0.2%
NL
2295
Navalign LLC
California
$505K +$67.9K +169 +17%
HI
2296
Harrington Investments
California
$504K +$474K +1,181 New
HPG
2297
Harvest Portfolios Group
Ontario, Canada
$503K -$79.9K -199 -14%
CIA
2298
Citadel Investment Advisory
Ohio
$503K
VAF
2299
Values Added Financial
District of Columbia
$503K -$64.3K -160 -12%
NWMG
2300
National Wealth Management Group
Ohio
$503K +$7.63K +19 +2%