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Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
1151
Walled Lake Planning & Wealth Management
Illinois
$312K +$3.7K +42 +1%
EFS
1152
Essex Financial Services
Connecticut
$312K -$75K -852 -19%
HC
1153
Hamilton Capital
Ohio
$312K -$110K -1,248 -26%
RBFC
1154
Roman Butler Fullerton & Co
Missouri
$310K +$5.46K +62 +2%
GHAM
1155
Gilman Hill Asset Management
Connecticut
$310K -$88.1K -1,000 -22%
CIAS
1156
Capital Investment Advisory Services
North Carolina
$310K +$30.3K +344 +11%
AWM
1157
Angeles Wealth Management
California
$309K +$1.67K +19 +0.5%
FFP
1158
FourThought Financial Partners
Florida
$309K -$66.8K -758 -18%
VFA
1159
Voya Financial Advisors
Connecticut
$308K -$46.9K -533 -13%
NME
1160
Notis-McConarty Edward
$307K
IAS
1161
Investment Advisory Services
Texas
$306K -$205K -2,329 -40%
GC
1162
Grimes & Company
Massachusetts
$306K +$18.3K +208 +6%
CAC
1163
Certified Advisory Corp
Florida
$305K +$969 +11 +0.3%
TNA
1164
True North Advisors
Texas
$305K +$309K +3,510 New
PNC
1165
Park National Corp
Ohio
$305K
BH
1166
Burk Holdings
Oklahoma
$304K -$17.6K -200 -5%
TA
1167
Tactive Advisors
Florida
$304K -$88.1K -1,000 -22%
BCM
1168
Banyan Capital Management
Georgia
$304K
GMA
1169
Glassy Mountain Advisors
Maryland
$304K
PFA
1170
Pinnacle Family Advisors
Missouri
$302K +$2.47K +28 +0.8%
ADMI
1171
Albert D. Mason Inc
Massachusetts
$301K +$3.52K +40 +1%
RCWM
1172
Royal Capital Wealth Management
Indiana
$301K +$51.8K +588 +20%
SFC
1173
Strategic Financial Concepts
Texas
$301K -$666K -7,557 -69%
PWMAG
1174
Pinnacle Wealth Management Advisory Group
New Jersey
$300K +$11.8K +134 +4%
NIM
1175
Northeast Investment Management
Massachusetts
$299K