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Name Holding Trade Value Shares
Change
Change in
Stake
AIC
1851
Archer Investment Corporation
Indiana
$323K +$65.7K +439 +28%
SBWIC
1852
Schaper Benz & Wise Investment Counsel
Wisconsin
$322K
PA
1853
Perennial Advisors
New York
$319K -$18K -120 -6%
QPWM
1854
Quadrant Private Wealth Management
Pennsylvania
$319K
KFA
1855
Kelleher Financial Advisors
New York
$318K
I2I
1856
Insight 2811 Inc
Illinois
$318K +$17.8K +119 +6%
CBT
1857
CoreFirst Bank & Trust
Kansas
$317K
JWM
1858
Janiczek Wealth Management
Colorado
$316K +$38.9K +260 +15%
BFG
1859
Beacon Financial Group
Texas
$315K
WCA
1860
Westover Capital Advisors
Delaware
$312K
GSEP
1861
Golden State Equity Partners
California
$312K +$290K +1,936 New
SC
1862
Sierra Capital
Florida
$311K +$289K +1,933 New
AC
1863
Alexandria Capital
Virginia
$310K -$86.8K -580 -23%
TWM
1864
TriaGen Wealth Management
California
$309K -$110K -735 -28%
WP
1865
WealthPLAN Partners
Nebraska
$308K -$256K -1,709 -48%
FIA
1866
Foundations Investment Advisors
Arizona
$308K +$283K +1,888 New
FC
1867
Ferris Capital
Massachusetts
$307K
TCM
1868
Tradewinds Capital Management
Washington
$307K
RRA
1869
Round Rock Advisors
Connecticut
$307K +$29.9K +200 +12%
CCM
1870
Coerente Capital Management
Ontario, Canada
$307K +$286K +1,908 New
RCG
1871
Rock Creek Group
District of Columbia
$306K -$405K -2,705 -59%
RFN
1872
RDA Financial Network
Iowa
$306K -$14.2K -95 -5%
AIM
1873
Arcadia Investment Management
Michigan
$306K
DWM
1874
Destination Wealth Management
California
$304K -$1.5K -10 -0.5%
SW
1875
SlateStone Wealth
Florida
$303K -$143K -957 -34%