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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1451
Paulson Wealth Management
Illinois
$527K -$4.55K -27 -0.9%
CFS
1452
CRA Financial Services
New Jersey
$527K – – –
SAM
1453
Summit Asset Management
Tennessee
$527K – – –
FFS
1454
Founders Financial Securities
Maryland
$526K +$44.1K +262 +9%
BOS
1455
Bingham Osborn & Scarborough
California
$524K +$48.3K +287 +11%
SFG
1456
StrategIQ Financial Group
Indiana
$520K -$21.7K -129 -4%
CBT
1457
Capital Bank & Trust
California
$519K -$182K -1,083 -27%
VWA
1458
V Wealth Advisors
Kansas
$518K -$21.2K -126 -4%
APW
1459
Acima Private Wealth
Virginia
$518K +$19.5K +116 +4%
BCM
1460
Boltwood Capital Management
California
$517K -$20.2K -120 -4%
RTC
1461
Riverview Trust Company
Washington
$516K – – –
PCG
1462
Private Capital Group
Connecticut
$515K -$35.4K -210 -7%
FFA
1463
First Foundation Advisors
California
$514K -$318K -1,891 -39%
SIA
1464
Starfire Investment Advisers
Michigan
$513K -$337 -2 -0.1%
ITIM
1465
Indiana Trust & Investment Management
Indiana
$511K +$505 +3 +0.1%
SHCM
1466
Stokes & Hubbell Capital Management
Louisiana
$511K +$9.09K +54 +2%
PT
1467
Plimoth Trust
Massachusetts
$506K +$7.07K +42 +1%
CA
1468
Cambridge Advisors
Nebraska
$505K -$28.1K -167 -5%
PIMG
1469
Patriot Investment Management Group
Tennessee
$505K +$489K +2,907 New
MFW
1470
Mosaic Family Wealth
Missouri
$504K +$2.86K +17 +0.6%
FAN
1471
Financial Advisors Network
California
$503K -$313K -1,859 -33%
FCH
1472
Freestone Capital Holdings
Washington
$503K -$8.25K -49 -2%
SCM
1473
SOL Capital Management
Maryland
$501K – – –
LAIC
1474
Lederer & Associates Investment Counsel
California
$501K +$9.93K +59 +2%
ACM
1475
Armbruster Capital Management
New York
$499K – – –