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Name Holding Trade Value Shares
Change
Change in
Stake
COI
1601
Connable Office Inc
Michigan
$871K -$422K -14,465 -32%
SAG
1602
SageView Advisory Group
California
$868K -$563K -19,315 -39%
CTA
1603
Colonial Trust Advisors
South Carolina
$868K +$418K +14,332 +92%
SWM
1604
Sculati Wealth Management
Michigan
$868K -$654K -22,409 -43%
GA
1605
Geller Advisors
New York
$866K +$12.7K +434 +1%
PWPS
1606
Pinnacle Wealth Planning Services
Ohio
$863K +$12.2K +418 +1%
TFO
1607
Tarbox Family Office
California
$860K
WSCM
1608
Wellington Shields Capital Management
New York
$860K -$17K -583 -2%
MSS
1609
Mitchell Sinkler & Starr
Pennsylvania
$860K +$61.9K +2,121 +8%
ET
1610
Entropy Technologies
New York
$860K +$867K +29,711 New
CWM
1611
Centric Wealth Management
Illinois
$855K -$379 -13 -0%
BFC
1612
Bedel Financial Consulting
Indiana
$854K +$44.4K +1,522 +5%
PWM
1613
Partnership Wealth Management
Maryland
$852K
UCB
1614
United Community Bank
South Carolina
$852K +$36.8K +1,261 +4%
SAM
1615
Seelaus Asset Management
New Jersey
$852K +$327K +11,215 +62%
AF
1616
Aviso Financial
Ontario, Canada
$850K +$59.2K +2,030 +7%
LAM
1617
LifePro Asset Management
California
$848K +$854K +29,291 New
BHPW
1618
Beverly Hills Private Wealth
California
$844K -$249K -8,520 -23%
FIM
1619
Fruth Investment Management
Texas
$842K -$14.6K -500 -2%
GFP
1620
Gryphon Financial Partners
Ohio
$839K +$231K +7,906 +37%
AWAP
1621
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$838K +$2.86K +98 +0.3%
POIA
1622
Pin Oak Investment Advisors
Texas
$838K +$4.17K +143 +0.5%
GAG
1623
GM Advisory Group
New York
$836K -$54.3K -1,861 -6%
AA
1624
Advisory Alpha
Michigan
$834K +$23.6K +810 +3%
EF
1625
Exeter Financial
Arizona
$831K +$24.6K +843 +3%