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Name Holding Trade Value Shares
Change
Change in
Stake
APWM
2476
Argonautica Private Wealth Management
Massachusetts
$739K +$690K +5,597 New
CAC
2477
Certified Advisory Corp
Florida
$738K -$106K -859 -13%
Members Trust
2478
Members Trust
Florida
$737K -$23.3K -189 -3%
SIC
2479
Sigma Investment Counselors
Michigan
$737K +$4.56K +37 +0.7%
WP
2480
Westmount Partners
California
$735K -$56K -454 -8%
OFG
2481
OmniStar Financial Group
North Carolina
$733K -$319K -2,588 -32%
AFT
2482
Alpha Family Trust
California
$733K
KC
2483
Kingfisher Capital
North Carolina
$732K +$5.3K +43 +0.8%
AWA
2484
Acorn Wealth Advisors
Michigan
$732K +$63.6K +516 +10%
SIS
2485
Sound Income Strategies
Florida
$729K -$201K -1,629 -23%
WIM
2486
Waverton Investment Management
United Kingdom
$728K -$629K -5,100 -48%
CA
2487
Cortland Associates
Missouri
$728K -$15.9K -129 -2%
SAM
2488
Summit Asset Management
Tennessee
$727K
SL
2489
Salomon & Ludwin
Virginia
$727K -$110K -890 -14%
AC
2490
ASB Consultores
Florida
$726K +$448K +3,635 +195%
HC
2491
Henshaw Capital
Massachusetts
$726K
FAFN
2492
First Affirmative Financial Network
Colorado
$725K -$18.4K -149 -3%
MSR
2493
Main Street Research
Connecticut
$725K -$25.8K -209 -4%
PCMC
2494
Private Capital Management (Colorado)
Colorado
$723K +$29.8K +242 +5%
LWM
2495
Lakeridge Wealth Management
Ohio
$722K -$33.4K -271 -5%
BLAM
2496
Bourne Lent Asset Management
New York
$721K
CAM
2497
Close Asset Management
United Kingdom
$721K +$59.7K +484 +10%
ATWA
2498
Arbor Trust Wealth Advisors
Michigan
$721K +$98.6K +800 +16%
DWM
2499
Defined Wealth Management
Oregon
$720K +$1.73K +14 +0.3%
PO
2500
Private Ocean
California
$720K +$34.9K +283 +5%