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Name Holding Trade Value Shares
Change
Change in
Stake
DBIA
951
Dumont & Blake Investment Advisors
New Jersey
$701K +$61.9K +721 +9%
ECM
952
Elgethun Capital Management
South Dakota
$701K +$5.75K +67 +0.7%
MGWM
953
Marks Group Wealth Management
Minnesota
$701K +$86 +1 +0%
HWM
954
HighMark Wealth Management
Minnesota
$701K -$2.06K -24 -0.3%
ET
955
Equitable Trust
Tennessee
$701K +$65.9K +768 +9%
HI
956
Hudock Inc
Pennsylvania
$699K -$35.9K -418 -4%
LA
957
Legacy Advisors
Pennsylvania
$699K +$767K +8,931 New
SSB
958
Sandy Spring Bank
Maryland
$699K -$180K -2,097 -19%
CIM
959
CIM Investment Management
Pennsylvania
$696K -$19.4K -226 -2%
FIM
960
Fruth Investment Management
Texas
$689K -$5.07K -59 -0.7%
RIA
961
Realta Investment Advisors
Delaware
$686K -$12K -140 -2%
RC
962
Roundview Capital
New Jersey
$686K -$21.6K -251 -3%
TFM
963
TFC Financial Management
Massachusetts
$683K -$9.45K -110 -1%
CWM
964
Cornerstone Wealth Management
Missouri
$682K +$196K +2,277 +35%
Aristotle Capital Management
965
Aristotle Capital Management
California
$680K – – –
JFA
966
JNBA Financial Advisors
Minnesota
$679K -$8.67K -101 -1%
GWAM
967
Guardian Wealth Advisors (Minnesota)
Minnesota
$679K -$39K -454 -5%
LIA
968
Luken Investment Analytics
Tennessee
$678K – – –
HSA
969
HBK Sorce Advisory
Pennsylvania
$678K -$149K -1,736 -17%
BWP
970
Baldwin Wealth Partners
Massachusetts
$677K -$18K -210 -2%
CLOS
971
Compagnie Lombard Odier SCmA
Switzerland
$675K -$1.56M -18,122 -68%
SWK
972
Stephen W. Kidder
$674K -$15.5K -180 -2%
LJAC
973
L.J. Altfest & Co
New York
$672K +$14.5K +169 +2%
ISWM
974
Independent Solutions Wealth Management
New York
$668K +$185K +2,151 +34%
JWM
975
JGP Wealth Management
Oregon
$667K -$96.1K -1,119 -12%