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Name Holding Trade Value Shares
Change
Change in
Stake
TSS
2076
Taylor Securities Services
Pennsylvania
$687K +$66K +230 +10%
SPF
2077
South Plains Financial
Texas
$686K -$18.4K -64 -2%
NPT
2078
Nixon Peabody Trust
Massachusetts
$686K +$43.6K +152 +6%
LWM
2079
Lodestone Wealth Management
Washington
$685K +$23.5K +82 +3%
RFA
2080
Resurgent Financial Advisors
Georgia
$685K +$370K +1,291 +104%
TC
2081
Trilogy Capital
California
$683K -$88.9K -310 -11%
WWM
2082
Walser Wealth Management
Florida
$683K +$526K +1,834 +265%
HAS
2083
Holland Advisory Services
Florida
$682K +$7.74K +27 +1%
BI
2084
Bolthouse Investments
California
$682K
ORC
2085
O'Rourke & Company
Massachusetts
$682K -$15.8K -55 -2%
OIS
2086
Okabena Investment Services
Minnesota
$680K +$74.8K +261 +12%
BOM
2087
Bank of Marin
California
$679K -$49.9K -174 -6%
FDDB
2088
Fidelity D&D Bancorp
Pennsylvania
$679K -$3.44K -12 -0.5%
SWM
2089
SeaCrest Wealth Management
New York
$677K -$234K -815 -25%
PW
2090
Paladin Wealth
Minnesota
$677K -$24.7K -86 -3%
SIA
2091
Sage Investment Advisers
New York
$677K +$459K +1,602 +178%
SAM
2092
Sagewood Asset Management
New York
$676K +$31.3K +109 +5%
GSWM
2093
Golden State Wealth Management
California
$676K -$10.6K -37 -1%
SMH
2094
Sanders Morris Harris
Texas
$676K
YIM
2095
Yoffe Investment Management
Pennsylvania
$672K
MWP
2096
Moller Wealth Partners
$672K +$498K +1,737 +232%
FWI
2097
Facet Wealth Inc
Maryland
$671K +$16.3K +57 +2%
PPC
2098
Park Place Capital
Alabama
$671K +$422K +1,473 +146%
WSC
2099
Wellington Shields & Co
New York
$670K +$75.1K +262 +12%
BIG
2100
Brookwood Investment Group
Arizona
$669K +$45K +157 +7%