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Name Holding Trade Value Shares
Change
Change in
Stake
CAG
826
Csenge Advisory Group
Florida
$221K -$12.2K -90 -4%
SSB
827
Sandy Spring Bank
Maryland
$220K +$1.08K +8 +0.4%
DAS
828
Dynamic Advisor Solutions
Arizona
$219K -$893K -6,600 -76%
AWM
829
Altium Wealth Management
New York
$219K -$59.3K -438 -17%
PS
830
Planned Solutions
California
$216K -$40.6K -300 -13%
SIG
831
Sky Investment Group
Connecticut
$216K
AT
832
American Trust
Kentucky
$215K +$9.47K +70 +4%
BFS
833
Bradley Foster & Sargent
Connecticut
$214K -$18.5K -137 -6%
PWS
834
Precision Wealth Strategies
Missouri
$214K +$23.5K +174 +10%
PWPS
835
Pinnacle Wealth Planning Services
Ohio
$213K -$947 -7 -0.3%
FCCM
836
First City Capital Management
Georgia
$213K
NF
837
Norwood Financial
Pennsylvania
$212K
GD
838
Grandfield & Dodd
New York
$210K -$2.71K -20 -1%
HC
839
HNP Capital
New York
$210K
VRM
840
Vectors Research Management
New York
$210K
EH
841
Equitable Holdings
New York
$210K +$4.33K +32 +2%
HWA
842
Heritage Wealth Advisors
Virginia
$209K
LOPW
843
Live Oak Private Wealth
North Carolina
$209K
TAM
844
Tocqueville Asset Management
New York
$209K
PP
845
Patten & Patten
Tennessee
$207K
QCG
846
Quadrant Capital Group
Ohio
$207K +$13.1K +97 +5%
AWM
847
Accel Wealth Management
Iowa
$206K -$15.7K -116 -6%
AAM
848
Auxier Asset Management
Oregon
$205K -$40.6K -300 -13%
ACM
849
Advisors Capital Management
New Jersey
$205K -$17.1K -126 -6%
GAM
850
Griffin Asset Management
New York
$205K -$6.77K -50 -2%