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Name Holding Trade Value Shares
Change
Change in
Stake
ONST
1601
Old North State Trust
North Carolina
$206K
SIG
1602
Sky Investment Group
Connecticut
$206K -$36.6K -431 -15%
HFG
1603
Heron Financial Group
New York
$205K
PCM
1604
Prelude Capital Management
New York
$205K +$208K +2,452 New
CS
1605
Crescent Sterling
Louisiana
$205K -$1.28M -15,022 -86%
SAM
1606
Synergy Asset Management
Washington
$204K +$1.53K +18 +0.7%
GDP
1607
Great Diamond Partners
Maine
$204K
RW
1608
REDW Wealth
New Mexico
$204K -$58.1K -684 -22%
NC
1609
NinePointTwo Capital
California
$203K
WBG
1610
Wharton Business Group
Pennsylvania
$203K +$85 +1 +0%
CWA
1611
Cornerstone Wealth Advisors
Minnesota
$203K
PAM
1612
PVG Asset Management
Colorado
$202K
WIA
1613
Westbourne Investment Advisors
Maryland
$202K -$7.14K -84 -3%
AIS
1614
AM Investment Strategies
Tennessee
$202K -$2.72K -32 -1%
FWM
1615
Finer Wealth Management
Massachusetts
$202K
WA
1616
WP Advisors
California
$202K +$205K +2,412 New
MSAM
1617
Moloney Securities Asset Management
Missouri
$202K -$57.1K -672 -22%
LWM
1618
Laidlaw Wealth Management
New York
$202K +$8.15K +96 +4%
IFWM
1619
Institute for Wealth Management
Colorado
$202K -$41.9K -493 -17%
ACA
1620
Affinity Capital Advisors
California
$201K -$1.27K -15 -0.6%
RG
1621
Renaissance Group
Kentucky
$201K +$204K +2,405 New
LCM
1622
LCM Capital Management
Illinois
$200K -$1.53K -18 -0.7%
III
1623
Independent Investors Inc
New York
$200K
MME
1624
Meag Munich Ergo
Germany
$200K
PWS
1625
Private Wealth Strategies
Ohio
$200K