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Name Holding Trade Value Shares
Change
Change in
Stake
WIC
1926
Wilkins Investment Counsel
Massachusetts
$655K
UAS
1927
United Asset Strategies
New York
$654K +$199K +3,785 +47%
CFA
1928
CT Financial Advisors
Pennsylvania
$650K -$10.2K -194 -2%
SC
1929
Schulhoff & Co
Ohio
$649K
HWA
1930
Heritage Wealth Advisors
Virginia
$649K +$53K +1,007 +9%
GAM
1931
Gould Asset Management
California
$646K +$315K +5,990 +106%
AIA
1932
Allegis Investment Advisors
Idaho
$644K +$611K +11,610 New
RHBC
1933
R.H. Bluestein & Co
Michigan
$643K -$217K -4,126 -26%
TPWA
1934
TRUE Private Wealth Advisors
Oregon
$643K +$610K +11,592 New
GA
1935
Geller Advisors
New York
$642K +$140K +2,667 +30%
FC
1936
Forte Capital
New York
$640K
AWA
1937
AmeriServ Wealth Advisors
Pennsylvania
$640K +$124K +2,356 +25%
NED
1938
Nancy E. Dempze
$637K +$605K +11,488 New
FNBSF
1939
First National Bank Sioux Falls
South Dakota
$635K
NCM
1940
Northroad Capital Management
New York
$634K -$36.6K -695 -6%
TSWM
1941
Triangle Securities Wealth Management
North Carolina
$632K
ABFS
1942
Appropriate Balance Financial Services
Washington
$632K +$600K +11,404 New
CW
1943
Cobiz Wealth
Colorado
$627K -$16.8K -320 -3%
AWA
1944
ARS Wealth Advisors
Florida
$627K +$26.6K +505 +5%
BOS
1945
Bank of Stockton
California
$623K -$3.95K -75 -0.7%
CCWA
1946
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$623K +$591K +11,229 New
TWM
1947
Torch Wealth Management
Ohio
$616K +$105 +2 +0%
VAM
1948
Verity Asset Management
North Carolina
$615K -$103K -1,950 -15%
WIP
1949
Wellesley Investment Partners
Massachusetts
$615K +$583K +11,086 New
PAMG
1950
Patton Albertson Miller Group
Tennessee
$612K +$8.47K +161 +1%