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Name Holding Trade Value Shares
Change
Change in
Stake
PV
1776
Private Vista
Illinois
$628K +$21.5K +274 +3%
DDPIC
1777
Deroy & Devereaux Private Investment Counsel
Michigan
$628K +$386K +4,916 +135%
OCG
1778
Opus Capital Group
Ohio
$628K +$673K +8,558 New
CAM
1779
Close Asset Management
United Kingdom
$626K -$82.4K -1,048 -11%
IWS
1780
Insight Wealth Strategies
California
$625K -$284K -3,610 -30%
BWP
1781
BSW Wealth Partners
Colorado
$623K +$65.5K +833 +11%
DA
1782
Doliver Advisors
Texas
$622K +$137K +1,737 +29%
CCB
1783
Cutter & Co Brokerage
Missouri
$621K -$240K -3,051 -26%
PCM
1784
Princeton Capital Management
New Jersey
$621K -$120K -1,531 -15%
UAS
1785
United Asset Strategies
New York
$621K -$106K -1,346 -14%
MPCG
1786
Matrix Private Capital Group
New York
$620K -$82.4K -1,048 -11%
LWM
1787
Laidlaw Wealth Management
New York
$620K -$16.7K -213 -2%
CMANY
1788
Capital Management Associates (New York)
New York
$619K +$231K +2,934 +53%
WPA
1789
Winning Points Advisors
Florida
$618K -$2.83K -36 -0.4%
TC
1790
TAP Consulting
Missouri
$618K +$1.18K +15 +0.2%
AC
1791
Apella Capital
Connecticut
$618K +$661K +8,415 New
HCM
1792
HGI Capital Management
New York
$616K
PAWC
1793
P.A.W. Capital
Connecticut
$616K
FP
1794
Financial Perspectives
Minnesota
$616K
CPC
1795
Congress Park Capital
New York
$615K -$22.8K -290 -3%
IA
1796
Independence Advisors
Pennsylvania
$613K
NPT
1797
Nixon Peabody Trust
Massachusetts
$613K +$133K +1,697 +26%
XS
1798
XR Securities
Illinois
$612K +$446K +5,671 +213%
FAM
1799
Fenimore Asset Management
New York
$611K +$48.6K +618 +8%
IA
1800
IFG Advisors
Missouri
$611K +$388K +4,937 +146%