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Name Holding Trade Value Shares
Change
Change in
Stake
FFG
701
Fortem Financial Group
California
$547K +$11.2K +175 +2%
SWM
702
SeaCrest Wealth Management
New York
$541K -$42.7K -668 -7%
GWCM
703
Godshalk Welsh Capital Management
Pennsylvania
$541K +$25.6K +400 +5%
WF
704
Welch & Forbes
Massachusetts
$537K +$111K +1,742 +25%
DTL
705
Dynamic Technology Lab
Singapore
$534K +$561K +8,786 New
WDC
706
Woodward Diversified Capital
California
$532K -$28.7K -449 -5%
TI
707
Tidal Investments
Wisconsin
$532K +$13.4K +209 +2%
SAM
708
Seelaus Asset Management
New Jersey
$518K -$261K -4,081 -32%
CWA
709
Centennial Wealth Advisory
Michigan
$514K +$541K +8,464 New
BSW
710
Buckingham Strategic Wealth
Missouri
$510K -$6K -94 -1%
AIP
711
Ameritas Investment Partners
Nebraska
$504K -$25.7K -403 -5%
9WM
712
9258 Wealth Management
Ohio
$504K +$9.58K +150 +2%
CCM
713
CAAS Capital Management
New York
$504K +$530K +8,292 New
CI
714
Cigna Investments
Connecticut
$502K -$33.5K -525 -6%
HR
715
Howe & Rusling
New York
$502K +$58.7K +919 +13%
KIG
716
Kowal Investment Group
Wisconsin
$502K +$85.4K +1,337 +19%
IFWM
717
Institute for Wealth Management
Colorado
$500K -$353K -5,529 -40%
MS
718
Maven Securities
Jersey
$500K +$525K +8,218 New
SIG
719
Stonegate Investment Group
Alabama
$490K +$1.6K +25 +0.3%
CTC
720
Central Trust Company
Missouri
$490K +$57.8K +905 +13%
GLA
721
Good Life Advisors
Pennsylvania
$489K – – –
ACA
722
Aptus Capital Advisors
Alabama
$489K +$173K +2,715 +51%
CIC
723
Carnegie Investment Counsel
Ohio
$488K +$138K +2,158 +37%
GWANC
724
Guardian Wealth Advisors (North Carolina)
North Carolina
$486K +$171K +2,684 +51%
PTC
725
Private Trust Company
Ohio
$484K -$18K -282 -3%