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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1501
Confluence Wealth Management
Oregon
$497K +$27.3K +142 +6%
BCM
1502
Brown Capital Management
Maryland
$495K
CWM
1503
Connecticut Wealth Management
Connecticut
$493K -$5.96K -31 -1%
WA
1504
WealthTrust Axiom
Pennsylvania
$493K
MC
1505
Matisse Capital
Oregon
$490K
NFC
1506
Northeast Financial Consultants
Connecticut
$490K +$14.6K +76 +3%
PFA
1507
Pathway Financial Advisors
Vermont
$490K +$479K +2,488 New
GKWIM
1508
Gerber Kawasaki Wealth & Investment Management
California
$489K
OFG
1509
OmniStar Financial Group
North Carolina
$489K +$479K +2,489 New
PHS
1510
Pekin Hardy Strauss
Illinois
$487K
TBA
1511
Train Babcock Advisors
New York
$486K
FWM
1512
Focused Wealth Management
New York
$483K -$69.3K -360 -13%
CPSAC
1513
Chas P. Smith & Associates (CPS)
Florida
$483K
PTB
1514
Pioneer Trust Bank
Oregon
$483K
SCA
1515
Sippican Capital Advisors
Massachusetts
$480K -$11.5K -60 -2%
HWA
1516
Heritage Wealth Advisors
Virginia
$480K +$3.85K +20 +0.8%
UC
1517
Unio Capital
New Jersey
$479K +$468K +2,434 New
VIM
1518
Vista Investment Management
Pennsylvania
$477K +$466K +2,422 New
ACM
1519
Armbruster Capital Management
New York
$474K -$9.23K -48 -2%
MMPW
1520
Mitchell McLeod Pugh & Williams
Alabama
$474K +$9.04K +47 +2%
TWM
1521
Titus Wealth Management
California
$474K +$464K +2,414 New
NA
1522
Nottingham Advisors
New York
$473K +$3.08K +16 +0.7%
WBG
1523
Wharton Business Group
Pennsylvania
$471K
FHC
1524
First Heartland Consultants
Missouri
$471K +$134K +698 +41%
OC
1525
Oarsman Capital
Wisconsin
$470K -$15K -78 -3%