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Name Holding Trade Value Shares
Change
Change in
Stake
SMA
2626
Seven Mile Advisory
New Jersey
$587K +$13.5K +105 +2%
FIM
2627
FWL Investment Management
Texas
$587K +$33.6K +261 +6%
MAM
2628
Montchanin Asset Management
Delaware
$586K
FTC
2629
Farmers Trust Company
Ohio
$584K -$23.6K -183 -4%
AC
2630
Annandale Capital
Texas
$584K
HFRG
2631
Houlihan Financial Resource Group
Virginia
$584K +$258 +2 +0%
BA
2632
Bluesphere Advisors
Pennsylvania
$584K +$139K +1,079 +30%
MWM
2633
Merriman Wealth Management
Washington
$583K +$9.92K +77 +2%
BWG
2634
Beta Wealth Group
California
$583K +$13.3K +103 +2%
BWM
2635
Birchcreek Wealth Management
Ohio
$582K +$145K +1,128 +32%
HWM
2636
Hemington Wealth Management
Virginia
$581K +$11.1K +86 +2%
LK
2637
Lumbard & Kellner
New Hampshire
$578K
CSA
2638
Cottage Street Advisors
Massachusetts
$578K
JBA
2639
Johnson Bixby & Associates
Washington
$578K
HWMG
2640
Hurlow Wealth Management Group
Indiana
$578K -$1.42K -11 -0.2%
DFA
2641
DHJJ Financial Advisors
Illinois
$577K
SLC
2642
Second Line Capital
Louisiana
$577K +$99.4K +772 +20%
FZCM
2643
Flynn Zito Capital Management
New York
$576K -$24K -186 -4%
HIM
2644
Hillsdale Investment Management
Ontario, Canada
$575K +$417K +3,240 +230%
DOA
2645
D'Orazio & Associates
Virginia
$574K +$26.9K +209 +5%
FCFC
2646
First Citizens Financial Corp
Iowa
$572K
UBV
2647
United Bank (Virginia)
Virginia
$571K -$21.3K -165 -3%
PFM
2648
Premier Fund Managers
United Kingdom
$571K
FH
2649
FWG Holdings
Florida
$570K +$54.7K +425 +10%
SCA
2650
Southern Capital Advisors
Tennessee
$569K -$8.63K -67 -1%