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Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1701
RKL Wealth Management
Pennsylvania
$278K -$49.1K -255 -15%
VCAM
1702
Van Cleef Asset Management
Ohio
$278K -$23.5K -122 -8%
VFP
1703
Verus Financial Partners
Virginia
$278K +$272K +1,414 New
TCM
1704
Tradewinds Capital Management
Washington
$277K -$15.4K -80 -5%
PP
1705
Pegasus Partners
Wisconsin
$277K +$22.9K +119 +9%
DWM
1706
Dynasty Wealth Management
Florida
$277K +$271K +1,408 New
BA
1707
BKS Advisors
Michigan
$276K -$7.12K -37 -3%
NWS
1708
Newport Wealth Strategies
California
$276K +$253K +1,316 New
MAA
1709
Matrix Asset Advisors
New York
$275K -$110K -574 -29%
AAS
1710
Annex Advisory Services
Wisconsin
$275K – – –
CISOA
1711
Capital Investment Services of America
Wisconsin
$271K – – –
MMG
1712
Monetary Management Group
Missouri
$271K – – –
PK
1713
Pflug Koory
Nebraska
$271K – – –
MRI
1714
Mad River Investors
Massachusetts
$270K – – –
SS
1715
Sunbelt Securities
Texas
$268K – – –
CPH
1716
C Partners Holding
Switzerland
$268K +$262K +1,363 New
AWMG
1717
Alliance Wealth Management Group
New Jersey
$267K -$261K -1,357 -50%
FIG
1718
FundX Investment Group
California
$267K – – –
CWS
1719
Cypress Wealth Services
California
$267K +$261K +1,357 New
CCM
1720
Carderock Capital Management
Maryland
$266K +$260K +1,351 New
HFM
1721
Hartford Financial Management
Connecticut
$265K – – –
WCM
1722
Wallace Capital Management
Texas
$265K – – –
SFG
1723
StrategIQ Financial Group
Indiana
$263K – – –
SIA
1724
Starfire Investment Advisers
Michigan
$262K -$282K -1,465 -52%
PCM
1725
Pointe Capital Management
Michigan
$262K -$7.89K -41 -3%