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Name Holding Trade Value Shares
Change
Change in
Stake
WI
2351
Westbourne Investments
Virginia
$804K +$11.8K +101 +2%
NAMP
2352
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$803K – – –
SCA
2353
St. Clair Advisors
Ohio
$803K – – –
AGP
2354
Aspire Growth Partners
Florida
$802K -$4.1K -35 -0.6%
OSNBOA
2355
Old Second National Bank of Aurora
Illinois
$800K – – –
BFWM
2356
Bright Futures Wealth Management
New York
$799K -$745K -6,361 -51%
IRP
2357
Investment Research Partners
Pennsylvania
$798K -$6.32K -54 -0.9%
GPW
2358
Gray Private Wealth
Massachusetts
$797K -$1.05K -9 -0.1%
SFO
2359
Stokes Family Office
Louisiana
$795K -$2.11K -18 -0.3%
SDAM
2360
Shulman DeMeo Asset Management
New York
$792K -$10.3K -88 -1%
LGA
2361
Lebenthal Global Advisors
New York
$790K -$33.1K -283 -4%
HBW
2362
Hazlett, Burt & Watson
West Virginia
$790K +$80.8K +690 +13%
JCM
2363
J2 Capital Management
Michigan
$790K +$719K +6,147 New
ACA
2364
American Capital Advisory
Idaho
$790K +$61.9K +529 +9%
APW
2365
Alliance Private Wealth
Massachusetts
$789K -$46.8K -400 -6%
IAAG
2366
Innovative Asset Advisors Group
Connecticut
$788K +$6.09K +52 +0.9%
DWM
2367
Destination Wealth Management
California
$786K -$7.96K -68 -1%
SPI
2368
Sutton Place Investors
New York
$785K -$702 -6 -0.1%
PF
2369
Prota Financial
Texas
$784K +$20K +171 +3%
SWM
2370
Steinberganna Wealth Management
New York
$782K +$5.03K +43 +0.7%
SR
2371
Swiss Re
Switzerland
$778K +$646K +5,521 +1,028%
S
2372
SimplyRich
California
$778K – – –
IAS
2373
Integrity Advisory Solutions
Texas
$778K +$482K +4,115 +212%
GMFG
2374
Greater Midwest Financial Group
Minnesota
$777K +$11.4K +97 +2%
RGC
2375
Roberts, Glore & Co
Illinois
$776K -$2.58K -22 -0.4%