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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1526
Jupiter Wealth Management
Colorado
$524K – – –
SCP
1527
Silverleafe Capital Partners
Tennessee
$524K – – –
Members Trust
1528
Members Trust
Florida
$524K +$115K +810 +29%
WAAG
1529
Wealth Alliance Advisory Group
Kansas
$523K -$289K -2,033 -36%
IC
1530
Intersect Capital
California
$521K +$39.5K +278 +8%
PAA
1531
Peregrine Asset Advisers
Oregon
$521K +$506K +3,562 New
BB
1532
Berkshire Bank
Massachusetts
$517K -$62K -437 -11%
NFGCM
1533
Norman Fields Gottscho Capital Management
New York
$517K – – –
CWM
1534
Chesapeake Wealth Management
Virginia
$516K – – –
RIA
1535
Realta Investment Advisors
Delaware
$513K -$78.8K -555 -14%
MPPLM
1536
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$510K -$2.38M -16,787 -83%
RW
1537
REDW Wealth
New Mexico
$509K – – –
MWA
1538
MFA Wealth Advisors
Pennsylvania
$506K -$16.5K -116 -3%
DP
1539
Dearborn Partners
Illinois
$505K +$60.3K +425 +14%
GDP
1540
Great Diamond Partners
Maine
$504K -$172K -1,211 -26%
BFC
1541
Bedel Financial Consulting
Indiana
$504K -$4.54K -32 -0.9%
CNC
1542
Citizens & Northern Corp
Pennsylvania
$503K – – –
TLFA
1543
True Link Financial Advisors
California
$502K +$488K +3,436 New
AssetMark Inc
1544
AssetMark Inc
California
$499K +$25.7K +181 +6%
FRA
1545
Front Row Advisors
California
$498K -$24.6K -173 -5%
KFA
1546
Kelleher Financial Advisors
New York
$498K – – –
FIM
1547
Freedom Investment Management
Connecticut
$498K +$215K +1,518 +80%
TD Ameritrade Investment Management
1548
TD Ameritrade Investment Management
Nebraska
$497K -$106K -745 -18%
Chilton Capital Management
1549
Chilton Capital Management
Texas
$495K +$41.6K +293 +9%
APW
1550
Aurora Private Wealth
New Jersey
$494K +$710 +5 +0.1%