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Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1576
Capital Impact Advisors
Massachusetts
$674K
PHAM
1577
Palisades Hudson Asset Management
Florida
$672K
ACP
1578
Aveo Capital Partners
Colorado
$672K +$666K +21,805 New
CAAS
1579
Capital Asset Advisory Services
Michigan
$670K -$32.2K -1,054 -5%
SCG
1580
Sonata Capital Group
Washington
$669K
UF
1581
Univest Financial
Pennsylvania
$669K +$437K +14,310 +193%
IWM
1582
IHT Wealth Management
Illinois
$669K +$652K +21,364 New
FDCC
1583
Foster Dykema Cabot & Co
Massachusetts
$666K
SCP
1584
Sandhill Capital Partners
New York
$666K +$49.8K +1,632 +8%
WAM
1585
Winslow Asset Management
Ohio
$663K
CAM
1586
Covenant Asset Management
New Jersey
$661K +$655K +21,459 New
CCWA
1587
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$658K +$68.4K +2,239 +12%
SBL
1588
Sargent Bickham Lagudis
Colorado
$655K -$33.9K -1,112 -5%
WCM
1589
Weik Capital Management
Pennsylvania
$655K
CMANY
1590
Capital Management Associates (New York)
New York
$653K -$87.4K -2,863 -12%
PAWC
1591
P.A.W. Capital
Connecticut
$650K
SWA
1592
Sutton Wealth Advisors
Florida
$650K +$3.75K +123 +0.6%
AP
1593
Atwood & Palmer
Missouri
$648K -$325K -10,646 -34%
CFA
1594
CT Financial Advisors
Pennsylvania
$646K +$214 +7 +0%
WPW
1595
Waldron Private Wealth
Pennsylvania
$644K +$21K +688 +3%
KIC
1596
Keating Investment Counselors
Florida
$643K
LI
1597
Lafayette Investments
Maryland
$642K
PH
1598
Pinnacle Holdings
Oklahoma
$642K -$31.2K -1,021 -5%
NEPWA
1599
New England Private Wealth Advisors
Massachusetts
$641K +$22K +722 +4%
AI
1600
ArchPoint Investors
Florida
$641K +$283K +9,270 +80%