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Name Holding Trade Value Shares
Change
Change in
Stake
PCG
1701
Prosperity Consulting Group
Maryland
$451K +$483K +3,240 New
FPFS
1702
First Personal Financial Services
North Carolina
$448K -$11.8K -79 -3%
QCIG
1703
Quad-Cities Investment Group
Iowa
$446K -$1.49K -10 -0.3%
BB
1704
Berkshire Bank
Massachusetts
$445K -$12.8K -86 -3%
DWM
1705
Darwin Wealth Management
Florida
$445K +$122K +821 +37%
GA
1706
Greenhaven Associates
New York
$444K – – –
PAA
1707
Peregrine Asset Advisers
Oregon
$444K – – –
SSWG
1708
Seven Springs Wealth Group
Tennessee
$444K – – –
AAM
1709
Aureus Asset Management
Massachusetts
$443K +$2.09K +14 +0.5%
APWM
1710
Atlas Private Wealth Management
New York
$443K +$445K +2,985 New
9WM
1711
9258 Wealth Management
Ohio
$442K -$53.2K -357 -11%
BMM
1712
Buffington Mohr McNeal
Idaho
$442K +$26.7K +179 +6%
GWM
1713
GSB Wealth Management
Connecticut
$442K +$70.5K +473 +19%
DP
1714
Dearborn Partners
Illinois
$441K – – –
HT
1715
Heritage Trust
Oklahoma
$439K -$12.7K -85 -3%
IFG
1716
Independent Financial Group
California
$439K -$442K -2,967 -50%
AG
1717
Ascent Group
Virginia
$438K +$452K +3,035 New
GWCM
1718
Godshalk Welsh Capital Management
Pennsylvania
$437K – – –
RWP
1719
RWA Wealth Partners
Massachusetts
$437K +$4.92K +33 +1%
TWI
1720
Thomas White International
Illinois
$435K – – –
CNB
1721
Camden National Bank
Maine
$434K -$17.7K -119 -4%
APG
1722
Abacus Planning Group
South Carolina
$434K +$35.6K +239 +9%
MCM
1723
MV Capital Management
Maryland
$434K +$170K +1,144 +64%
HCM
1724
Hall Capital Management
Rhode Island
$433K -$6.11K -41 -1%
LNWTC
1725
Laird Norton Wetherby Trust Company
Washington
$433K +$44.7K +300 +11%