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Name Holding Trade Value Shares
Change
Change in
Stake
LNB
3176
Ledyard National Bank
$4.83M -$227K -1,236 -4%
SP
3177
Successful Portfolios
Florida
$4.83M -$24.8K -135 -0.5%
FFL
3178
Future Fund LLC
Illinois
$4.83M +$1.92M +10,475 +61%
TBWA
3179
Three Bridge Wealth Advisors
California
$4.83M +$901K +4,909 +22%
PAM
3180
Peninsula Asset Management
Florida
$4.82M +$535K +2,915 +12%
ICP
3181
Interchange Capital Partners
Pennsylvania
$4.82M -$4.56M -24,872 -39%
CIA
3182
Caerus Investment Advisors
Texas
$4.81M -$2.09M -11,391 -29%
MWM
3183
MOR Wealth Management
Pennsylvania
$4.81M -$26.8K -146 -0.5%
GWM
3184
GSB Wealth Management
Connecticut
$4.81M -$3.49K -19 -0.1%
FI
3185
Finivi Inc
Massachusetts
$4.8M +$273K +1,490 +6%
DF
3186
Dedeker Financial
Minnesota
$4.8M -$71.9K -392 -1%
SGFG
3187
Silver Grove Financial Group
New York
$4.79M +$250K +1,362 +5%
AI
3188
Arvest Investments
Arkansas
$4.79M +$279K +1,523 +6%
AWA
3189
Acorn Wealth Advisors
Michigan
$4.78M -$980K -5,342 -16%
AIM
3190
Aurora Investment Managers
Florida
$4.78M +$5.03M +27,395 New
WA
3191
Wealth Architects
California
$4.77M -$542K -2,954 -10%
BCM
3192
Bourgeon Capital Management
Connecticut
$4.77M -$754K -4,110 -13%
FC
3193
Financial Consulate
Maryland
$4.77M -$9.54K -52 -0.2%
W
3194
Wealthquest
Ohio
$4.77M +$678K +3,698 +16%
WF
3195
WinCap Financial
Massachusetts
$4.77M -$296K -1,611 -6%
WCG
3196
Weaver Consulting Group
California
$4.77M -$13.4K -73 -0.3%
MWA
3197
Muirfield Wealth Advisors
North Carolina
$4.76M +$21.5K +117 +0.4%
UWM
3198
Udine Wealth Management
Florida
$4.74M +$54.1K +295 +1%
WG
3199
Wellington Group
Indiana
$4.74M -$140K -764 -3%
CNAM
3200
Campbell Newman Asset Management
Wisconsin
$4.73M