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Name Holding Trade Value Shares
Change
Change in
Stake
MMPW
1301
Mitchell McLeod Pugh & Williams
Alabama
$1.03M +$360K +30,960 +69%
TCA
1302
Transcend Capital Advisors
New Jersey
$1.03M +$884K +76,000 New
HI
1303
Handelsinvest Investeringsforvaltning
Denmark
$1.02M +$140K +12,000 +19%
UAS
1304
United Asset Strategies
New York
$1.02M -$175K -15,080 -17%
CP
1305
Corbenic Partners
Pennsylvania
$1.02M -$4.65K -400 -0.5%
FFC
1306
First Financial Corp
Indiana
$1.01M -$59.6K -5,120 -6%
WP
1307
WealthPLAN Partners
Nebraska
$1.01M -$21.4K -1,840 -2%
SNT
1308
Security National Trust
West Virginia
$1.01M -$18.6K -1,600 -2%
CPA
1309
Court Place Advisors
Maryland
$1M
PCS
1310
Personal CFO Solutions
New Jersey
$1M -$42.4K -3,640 -8%
LWPC
1311
Legacy Wealth Partners (California)
California
$999K -$168K -14,400 -16%
BWP
1312
Bernardo Wealth Planning
Pennsylvania
$997K +$43.3K +3,720 +5%
FMII
1313
Farmers & Merchants Investments Inc
Nebraska
$997K +$506K +43,520 +144%
GSWM
1314
Golden State Wealth Management
California
$993K -$54.9K -4,720 -6%
TFF
1315
The Family Firm
Maryland
$993K -$24.2K -2,080 -3%
CCM
1316
Canal Capital Management
Virginia
$990K -$178K -15,320 -17%
MS
1317
Maven Securities
Jersey
$989K -$166K -14,280 -16%
TA
1318
TFG Advisers
Michigan
$986K +$37.2K +3,200 +5%
EWM
1319
Endurance Wealth Management
Rhode Island
$982K +$6.98K +600 +0.8%
NP
1320
NorthRock Partners
Minnesota
$978K -$746K -64,120 -47%
ACS
1321
Archford Capital Strategies
Illinois
$978K +$6.98K +600 +0.8%
GBT
1322
Grove Bank & Trust
Florida
$975K -$46.5K -4,000 -5%
VWM
1323
Vigilare Wealth Management
Arizona
$972K -$226K -19,400 -21%
CAM
1324
Carret Asset Management
New York
$971K +$109K +9,400 +15%
BCM
1325
Bluefin Capital Management
New York
$969K -$815K -70,080 Closed