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Name Holding Trade Value Shares
Change
Change in
Stake
PTB
1501
Pioneer Trust Bank
Oregon
$664K
PWPS
1502
Pinnacle Wealth Planning Services
Ohio
$663K +$765 +12 +0.1%
CA
1503
Cornerstone Advisory
Maryland
$661K -$30.5K -478 -5%
NED
1504
Nancy E. Dempze
$658K -$701 -11 -0.1%
CAM
1505
Claret Asset Management
Quebec, Canada
$654K -$1.98K -31 -0.3%
PFS
1506
Physicians Financial Services
North Carolina
$653K
CIC
1507
Chilton Investment Company
Connecticut
$653K +$7.64K +120 +1%
JWA
1508
JFS Wealth Advisors
Pennsylvania
$652K
NEPWA
1509
New England Private Wealth Advisors
Massachusetts
$650K -$32.9K -517 -5%
BCM
1510
Breiter Capital Management
Florida
$650K -$20.2K -317 -3%
ECM
1511
Elgethun Capital Management
South Dakota
$650K
BWP
1512
BSW Wealth Partners
Colorado
$650K +$221K +3,467 +56%
VA
1513
Valmark Advisers
Ohio
$649K +$191 +3 +0%
MC
1514
Miles Capital
Iowa
$646K +$124K +1,948 +26%
GHAM
1515
Gilman Hill Asset Management
Connecticut
$645K -$89K -1,397 -13%
HPWM
1516
Highland Private Wealth Management
Washington
$645K +$6.37K +100 +1%
DIM
1517
DC Investments Management
Virginia
$639K -$20.4K -320 -3%
HCM
1518
Hall Capital Management
Rhode Island
$639K -$9.37K -147 -2%
AOWM
1519
Alpha Omega Wealth Management
Virginia
$637K -$21.7K -340 -3%
JFA
1520
JNBA Financial Advisors
Minnesota
$637K +$408K +6,400 +213%
FM
1521
Foster & Motley
Ohio
$633K -$6.94K -109 -1%
WPW
1522
Waldron Private Wealth
Pennsylvania
$633K +$199K +3,127 +50%
MKC
1523
M. Kraus & Co
Vermont
$628K +$66.8K +1,048 +13%
WP
1524
WealthPLAN Partners
Nebraska
$626K +$8.98K +141 +2%
HFA
1525
Huber Financial Advisors
Illinois
$623K +$3.69K +58 +0.6%