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Name Holding Trade Value Shares
Change
Change in
Stake
GSIAS
1676
Garden State Investment Advisory Services
New Jersey
$220K +$254K +3,456 New
KP
1677
Keel Point
Alabama
$219K -$92K -1,250 -27%
CASB
1678
Cape Ann Savings Bank
Massachusetts
$219K -$32K -435 -11%
LA
1679
Lakeside Advisors
Washington
$219K -$29.4K -400 -10%
PWMAG
1680
Pinnacle Wealth Management Advisory Group
New Jersey
$219K -$16.8K -228 -6%
CFG
1681
CKW Financial Group
Hawaii
$218K +$442 +6 +0.2%
TFS
1682
Thoroughbred Financial Services
Tennessee
$218K +$4.71K +64 +2%
BB
1683
Burford Brothers
Texas
$218K +$442 +6 +0.2%
ACM
1684
Advance Capital Management
Michigan
$217K +$44.2K +600 +21%
AFG
1685
Albion Financial Group
Utah
$217K -$62.7K -852 -20%
FFS
1686
Founders Financial Securities
Maryland
$216K +$28.1K +382 +11%
WCF
1687
West Coast Financial
California
$216K +$6.7K +91 +3%
CAM
1688
Carret Asset Management
New York
$216K
PB
1689
Pinnacle Bancorp
Nebraska
$216K -$7.36K -100 -3%
BWM
1690
Baron Wealth Management
Michigan
$215K +$249K +3,389 New
AP
1691
Appleton Partners
Massachusetts
$215K -$42.9K -583 -15%
GF
1692
GGM Financials
Ohio
$215K +$1.32K +18 +0.5%
WH
1693
Willner & Heller
California
$214K +$34.5K +469 +16%
NQWM
1694
Northwest Quadrant Wealth Management
Oregon
$214K -$19.9K -271 -7%
ISFAN
1695
Investor's Fiduciary Advisor Network
Washington
$214K -$124K -1,688 -33%
BI
1696
BFI Infinity
Switzerland
$214K
MAM
1697
Mullooly Asset Management
New Jersey
$213K +$247K +3,359 New
HVIA
1698
Hudson Valley Investment Advisors
New York
$212K -$81K -1,100 -25%
ACA
1699
Aspire Capital Advisors
Washington
$212K -$736 -10 -0.3%
WA
1700
Wambolt & Associates
Colorado
$212K -$8.69K -118 -3%