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Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
2176
Clear Creek Financial Management
Washington
$598K +$77.9K +980 +15%
AFC
2177
AFT Forsyth & Company
Florida
$598K -$73.4K -923 -11%
PMG
2178
ProVise Management Group
Florida
$597K -$28K -352 -4%
MWM
2179
Mattern Wealth Management
Kansas
$596K -$3.97K -50 -0.7%
BFS
2180
BridgePort Financial Solutions
Iowa
$596K +$55.3K +696 +10%
SWA
2181
SOA Wealth Advisors
New York
$595K -$2.94K -37 -0.5%
MPCG
2182
Matrix Private Capital Group
New York
$595K -$47K -591 -7%
FFG
2183
Fiduciary Financial Group
California
$595K +$41.4K +521 +8%
LGA
2184
Lebenthal Global Advisors
New York
$593K -$255K -3,212 -30%
OFS
2185
Orrstown Financial Services
Pennsylvania
$593K -$61.3K -771 -9%
MAM
2186
Meeder Asset Management
Ohio
$592K +$7.63K +96 +1%
SM
2187
Sweeney & Michel
California
$592K +$65.3K +821 +13%
MFG
2188
Mosaic Financial Group
Illinois
$590K
MSE
2189
MUFG Securities EMEA
United Kingdom
$587K -$7.76M -97,579 -93%
FWM
2190
Focused Wealth Management
New York
$587K -$46.4K -584 -7%
WPA
2191
Wealth Preservation Advisors
Tennessee
$586K -$70.4K -886 -11%
CSI
2192
Cross Staff Investments
New York
$586K
UAML
2193
US Asset Management LLC
Pennsylvania
$584K
PWM
2194
Pines Wealth Management
North Carolina
$584K +$18.6K +234 +3%
YIM
2195
Yoffe Investment Management
Pennsylvania
$581K -$4.13K -52 -0.7%
CAM
2196
Congress Asset Management
Massachusetts
$580K -$11M -138,113 -95%
BCM
2197
Beddow Capital Management
Wyoming
$578K -$5.96K -75 -1%
AOI
2198
Auto-Owners Insurance
Michigan
$578K -$6.59M -82,845 -92%
SFM
2199
Systematic Financial Management
New Jersey
$578K
GWI
2200
Grace & White Inc
New York
$575K