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Name Holding Trade Value Shares
Change
Change in
Stake
FBFS
2526
First Business Financial Services
Wisconsin
$526K
GA
2527
Geller Advisors
New York
$526K +$6.64K +134 +2%
EIM
2528
Ervin Investment Management
Washington
$526K +$442K +8,914 New
FCFC
2529
First Commonwealth Financial Corp
Pennsylvania
$521K -$149 -3 -0%
ML
2530
McAdam LLC
Pennsylvania
$521K +$133K +2,675 +43%
WCA
2531
Waypoint Capital Advisors
Minnesota
$520K +$436K +8,808 New
PWM
2532
Paulson Wealth Management
Illinois
$518K -$90.9K -1,835 -17%
SWM
2533
Selective Wealth Management
Virginia
$517K -$18.6K -375 -4%
KA
2534
Klingman & Associates
New York
$516K -$2.38K -48 -0.5%
ACA
2535
Affinity Capital Advisors
California
$515K +$149 +3 +0%
BIM
2536
Barton Investment Management
Pennsylvania
$514K
AMR
2537
Asset Management Resources
Massachusetts
$514K +$431K +8,700 New
AWM
2538
Affinity Wealth Management
Delaware
$511K +$82.3K +1,662 +21%
BBA
2539
Braun-Bostich & Associates
Pennsylvania
$511K +$469K +9,471 New
CMBA
2540
C.M. Bidwell & Associates
Hawaii
$510K +$428K +8,635 New
SW
2541
SlateStone Wealth
Florida
$508K +$50.1K +1,012 +13%
WCA
2542
Westover Capital Advisors
Delaware
$507K -$75.8K -1,530 -15%
EWA
2543
EverSource Wealth Advisors
Alabama
$507K +$425K +8,585 New
CWM
2544
Connecticut Wealth Management
Connecticut
$506K +$743 +15 +0.2%
MA
2545
Maxele Advisors
Missouri
$505K +$424K +8,554 New
PJSIMP
2546
P.J. Schmidt Investment Management (PJS)
Wisconsin
$505K +$43K +867 +10%
JFA
2547
Johanson Financial Advisors
California
$505K +$107K +2,152 +34%
TFA
2548
Triad Financial Advisors
North Carolina
$505K +$424K +8,557 New
TWM
2549
TriaGen Wealth Management
California
$503K +$1.49K +30 +0.4%
SEIA
2550
Signature Estate & Investment Advisors
California
$502K +$842 +17 +0.2%