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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
2401
Level Financial Advisors
New York
$687K +$693K +1,207 New
CYG
2402
Clean Yield Group
Vermont
$687K +$11.5K +20 +2%
GWM
2403
GDS Wealth Management
Texas
$686K +$15.5K +27 +2%
NWA
2404
New World Advisors
Massachusetts
$685K -$10.9K -19 -2%
VCM
2405
Virtue Capital Management
Tennessee
$685K +$5.25M +9,144 +745%
WA
2406
Westfuller Advisors
New York
$684K +$691K +1,203 New
TCM
2407
Tanaka Capital Management
New York
$683K +$690K +1,201 New
SGCA
2408
Steel Grove Capital Advisors
Tennessee
$682K – – –
FFC
2409
Frederick Financial Consultants
Maryland
$680K +$13.8K +24 +2%
LCG
2410
Lakeshore Capital Group
Illinois
$680K +$9.76K +17 +1%
EB
2411
Exchange Bank
California
$679K – – –
JHCP
2412
Jackson Hole Capital Partners
Oklahoma
$677K +$6.89K +12 +1%
CFS
2413
Commonwealth Financial Services
West Virginia
$675K -$2.3K -4 -0.3%
AWAP
2414
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$675K -$3.45K -6 -0.5%
SCA
2415
Strathmore Capital Advisors
North Carolina
$673K -$26.4K -46 -4%
JWA
2416
JFS Wealth Advisors
Pennsylvania
$672K +$235K +410 +53%
CVM
2417
Cheviot Value Management
California
$672K -$1.72K -3 -0.3%
LCGC
2418
Legacy Capital Group California
California
$672K -$11.5K -20 -2%
PEAK6
2419
PEAK6
Illinois
$671K +$676K +1,177 +58,850%
RIP
2420
RAM Investment Partners
Washington
$666K +$25.8K +45 +4%
SGAM
2421
Smith Group Asset Management
Texas
$666K +$672K +1,171 New
FFG
2422
Fortem Financial Group
California
$666K -$180K -314 -21%
Cassaday & Co Wealth Management
2423
Cassaday & Co Wealth Management
Virginia
$666K -$3.45K -6 -0.5%
TCM
2424
Tuttle Capital Management
Connecticut
$666K – – –
Park National Corp
2425
Park National Corp
Ohio
$664K +$54.6K +95 +9%