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Name Holding Trade Value Shares
Change
Change in
Stake
ATIA
2776
American Trust Investment Advisors
New Hampshire
$476K -$22.6K -183 -5%
ALC
2777
Alexander Labrunerie & Co
Missouri
$476K +$444K +3,605 New
AI
2778
AdvisorShares Investments
Maryland
$475K +$444K +3,600 New
PCG
2779
PFC Capital Group
California
$475K -$5.05K -41 -1%
TWM
2780
Tradition Wealth Management
Minnesota
$475K +$863 +7 +0.2%
FCM
2781
Fogel Capital Management
Florida
$474K +$49.4K +401 +12%
FPFS
2782
First Personal Financial Services
North Carolina
$474K -$27.2K -221 -6%
BOS
2783
Bank of Stockton
California
$474K +$5.18K +42 +1%
JF
2784
Joule Financial
Kentucky
$474K +$38.7K +314 +10%
NFA
2785
Northwest Financial Advisors
Virginia
$472K -$7.64K -62 -2%
FMP
2786
Financial Management Professionals
Texas
$472K -$14.3K -116 -3%
VV
2787
Verity & Verity
South Carolina
$472K -$3.7K -30 -0.8%
WIM
2788
Warwick Investment Management
Texas
$471K +$100K +811 +29%
MWM
2789
Mittelman Wealth Management
Massachusetts
$471K +$440K +3,572 New
BWM
2790
Birchcreek Wealth Management
Ohio
$471K +$11.7K +95 +3%
LAS
2791
Legacy Advisory Services
Pennsylvania
$471K -$7.39K -60 -2%
PCM
2792
Pennsylvania Capital Management
Pennsylvania
$471K +$49.8K +404 +13%
GAM
2793
Gemmer Asset Management
California
$471K +$56K +454 +15%
SWIM
2794
Smallwood Wealth Investment Management
New Jersey
$469K
KIC
2795
Keating Investment Counselors
Florida
$469K -$202K -1,642 -32%
WCWM
2796
Willow Creek Wealth Management
California
$469K +$2.71K +22 +0.6%
DWA
2797
Delap Wealth Advisory
Oregon
$468K +$437K +3,547 New
PSC
2798
Prentiss Smith & Co
Vermont
$467K -$24.5K -199 -5%
HBWM
2799
Hollow Brook Wealth Management
New York
$466K
EWA
2800
Emergent Wealth Advisors
New York
$466K -$4.68K -38 -1%