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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1401
Fragasso Financial Advisors
Pennsylvania
$420K -$13K -86 -3%
WWA
1402
Wingate Wealth Advisors
Massachusetts
$418K – – –
SWA
1403
Sax Wealth Advisors
New Jersey
$417K +$33.5K +221 +8%
SWM
1404
Spire Wealth Management
Virginia
$417K -$83.8K -553 -18%
CAL
1405
Capital Analysts LLC
Pennsylvania
$417K +$10.2K +67 +3%
BSB
1406
Bangor Savings Bank
Maine
$417K -$7.58K -50 -2%
GHA
1407
GW Henssler & Associates
Georgia
$415K +$455 +3 +0.1%
FPCP
1408
Fort Point Capital Partners
California
$414K -$6.37K -42 -2%
USB
1409
Union Savings Bank
Connecticut
$413K -$6.06K -40 -2%
AMIM
1410
Aull & Monroe Investment Management
Alabama
$413K -$3.18K -21 -0.8%
SIC
1411
Sigma Investment Counselors
Michigan
$412K +$386K +2,546 New
SIG
1412
Sargent Investment Group
Maryland
$412K -$2.88K -19 -0.7%
BW
1413
BXM Wealth
Colorado
$412K +$75.8K +500 +24%
ECAM
1414
East Coast Asset Management
Massachusetts
$411K -$6.97K -46 -2%
WA
1415
WESPAC Advisors
California
$410K -$1.06M -7,015 -73%
CS
1416
Candriam SCA
Luxembourg
$409K -$10.6K -70 -3%
DTC
1417
Davidson Trust Company
Washington
$408K – – –
RIA
1418
Regal Investment Advisors
Michigan
$406K -$45.9K -303 -11%
BWM
1419
BKM Wealth Management
Wisconsin
$405K – – –
VIP
1420
Viewpoint Investment Partners
Alberta, Canada
$405K +$379K +2,500 New
JWM
1421
JGP Wealth Management
Oregon
$403K – – –
DFG
1422
Dupree Financial Group
Kentucky
$402K – – –
TFS
1423
Thoroughbred Financial Services
Tennessee
$402K +$377K +2,484 New
GD
1424
Grandfield & Dodd
New York
$401K +$37.9K +250 +11%
JRFS
1425
James Reed Financial Services
Ohio
$401K – – –