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Name Holding Trade Value Shares
Change
Change in
Stake
LFA
1776
Legacy Financial Advisors
Kentucky
$842K +$203K +2,756 +32%
ACM
1777
Argent Capital Management
Missouri
$841K +$221 +3 +0%
SDAM
1778
Shulman DeMeo Asset Management
New York
$838K +$62.3K +844 +8%
BEAM
1779
Baker Ellis Asset Management
Washington
$836K +$7.75K +105 +0.9%
CBA
1780
Coastal Bridge Advisors
Connecticut
$834K +$190K +2,582 +29%
ABTD
1781
Arvest Bank Trust Division
Oklahoma
$833K +$265K +3,589 +46%
JGIA
1782
Jackson Grant Investment Advisers
Connecticut
$830K +$40.9K +555 +5%
FNC
1783
First National Corp
Massachusetts
$825K +$42K +569 +5%
HAC
1784
Harbor Advisory Corp
New Hampshire
$825K +$231K +3,125 +39%
FBB
1785
Fulton Breakefield Broenniman
Maryland
$825K +$364K +4,941 +79%
MPCG
1786
Matrix Private Capital Group
New York
$823K +$188K +2,544 +30%
JWBC
1787
J.W. Burns & Co
New York
$819K +$9.22K +125 +1%
UF
1788
Univest Financial
Pennsylvania
$819K +$38.9K +528 +5%
SS
1789
Sunbelt Securities
Texas
$818K +$304K +4,123 +59%
CWM
1790
Connecticut Wealth Management
Connecticut
$817K +$4.06K +55 +0.5%
SS
1791
Simplicity Solutions
Minnesota
$815K -$8.65M -117,270 -91%
FFC
1792
First Financial Corp
Indiana
$813K -$10.7K -145 -1%
MCWS
1793
McKinley Carter Wealth Services
West Virginia
$811K +$20.6K +279 +3%
CST
1794
Charles Schwab Trust
Nevada
$809K -$277K -3,756 -25%
PAWC
1795
P.A.W. Capital
Connecticut
$809K +$116K +1,572 +17%
CS
1796
Capital Square
Tennessee
$809K +$265K +3,589 +48%
FWC
1797
First Washington Corp
Washington
$808K +$768K +10,407 +1,801%
CAS
1798
Cascadia Advisory Services
Oregon
$807K +$809K +10,974 New
IFG
1799
Investors Financial Group
Minnesota
$804K +$59K +800 +8%
SCG
1800
Sonata Capital Group
Washington
$803K -$154K -2,094 -16%