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Name Holding Trade Value Shares
Change
Change in
Stake
MW
1351
Marcum Wealth
Ohio
$614K +$109K +1,700 +20%
KMWM
1352
Keudell/Morrison Wealth Management
Oregon
$613K +$7.03K +110 +1%
PPP
1353
Private Portfolio Partners
New Jersey
$612K +$20.4K +320 +3%
RBFC
1354
Roman Butler Fullerton & Co
Missouri
$611K -$1.18M -18,470 -65%
TAM
1355
Trillium Asset Management
Massachusetts
$611K -$18.5K -290 -3%
CFA
1356
Camarda Financial Advisors
Florida
$610K -$27.5K -430 -4%
SAM
1357
SignalPoint Asset Management
Missouri
$610K -$2.56K -40 -0.4%
KPCM
1358
Kings Point Capital Management
New York
$608K +$30.7K +480 +5%
CAG
1359
Crestwood Advisors Group
Massachusetts
$608K +$69K +1,080 +12%
NAM
1360
NorthCrest Asset Manangement
Minnesota
$607K +$643K +10,070 New
RWP
1361
Revolve Wealth Partners
New Jersey
$606K +$643K +10,060 New
FHC
1362
First Heartland Consultants
Missouri
$603K +$35.8K +560 +6%
HAIM
1363
Hunter Associates Investment Management
Pennsylvania
$602K -$639K -10,000 -50%
KIA
1364
KCM Investment Advisors
California
$602K -$109K -1,700 -15%
UCMOK
1365
United Capital Management of KS
Kansas
$602K -$98.4K -1,540 -13%
FF
1366
FourThought Financial
Florida
$602K +$35.1K +550 +6%
CG
1367
Castellan Group
Kentucky
$602K +$639K +10,000 New
AFS
1368
Annapolis Financial Services
Maryland
$601K -$132K -2,070 -17%
NFSG
1369
Newbridge Financial Services Group
Florida
$601K -$3.83K -60 -0.6%
TA
1370
Tectonic Advisors
Texas
$599K
FNT
1371
First National Trust
Pennsylvania
$599K +$7.67K +120 +1%
HFG
1372
Heron Financial Group
New York
$599K +$65.8K +1,030 +9%
FWM
1373
Fairhaven Wealth Management
Illinois
$598K
First Manhattan
1374
First Manhattan
New York
$597K -$21.7K -340 -3%
OL
1375
Optas LLC
Texas
$596K +$16.6K +260 +3%