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Name Holding Trade Value Shares
Change
Change in
Stake
HWMO
1601
Heritage Wealth Management (Ohio)
Ohio
$686K -$124K -5,325 -16%
UCB
1602
United Community Bank
South Carolina
$685K -$62.4K -2,675 -9%
NEPPG
1603
New England Professional Planning Group
Rhode Island
$682K -$28K -1,202 -4%
MSS
1604
Mitchell Sinkler & Starr
Pennsylvania
$680K -$28.6K -1,227 -4%
RWP
1605
Ridgecrest Wealth Partners
California
$679K -$30.2K -1,293 -4%
CRI
1606
Colonial River Investments
Virginia
$679K +$84.6K +3,626 +16%
SAI
1607
Savvy Advisors Inc
New York
$677K +$67.8K +2,906 +12%
NB
1608
Northwest Bancshares
Pennsylvania
$677K +$29.9K +1,282 +5%
FFP
1609
FourThought Financial Partners
Florida
$676K -$84.4K -3,618 -11%
RFA
1610
Resurgent Financial Advisors
Georgia
$676K -$7.04K -302 -1%
PWW
1611
Pettyjohn Wood & White
Virginia
$674K -$20.4K -875 -3%
RPCONE
1612
Retirement Planning Company of New England
Rhode Island
$672K +$49.1K +2,106 +8%
TAM
1613
Todd Asset Management
Kentucky
$670K
AL
1614
Aspiriant LLC
California
$670K -$34.4K -1,475 -5%
POIA
1615
Pin Oak Investment Advisors
Texas
$668K -$21.1K -906 -3%
EWM
1616
Empirical Wealth Management
Washington
$668K -$793 -34 -0.1%
BHPW
1617
Beverly Hills Private Wealth
California
$667K -$19.3K -829 -3%
FIM
1618
Fruth Investment Management
Texas
$667K -$9.33K -400 -1%
WAS
1619
Wealth Advisory Solutions
Indiana
$667K +$3.01K +129 +0.5%
AFP
1620
Ausdal Financial Partners
Iowa
$665K -$28.5K -1,221 -4%
SIA
1621
Sit Investment Associates
Minnesota
$665K
TCM
1622
Telos Capital Management
California
$664K +$54K +2,314 +9%
HWAM
1623
Hennion & Walsh Asset Management
New Jersey
$663K -$41.8K -1,791 -6%
FFS
1624
Flavin Financial Services
Florida
$663K +$3.59K +154 +0.6%
FIA
1625
FNY Investment Advisers
New York
$662K +$243K +10,414 +62%