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Name Holding Trade Value Shares
Change
Change in
Stake
SMA
1601
Sage Mountain Advisors
Georgia
$687K +$103K +4,168 +18%
CCA
1602
Childress Capital Advisors
Texas
$686K +$254K +10,294 +62%
CG
1603
CFO4Life Group
Texas
$683K +$18.8K +762 +3%
AC
1604
Addison Capital
Pennsylvania
$683K +$661K +26,789 New
LA
1605
Legacy Advisors
Pennsylvania
$682K +$661K +26,773 New
CFP
1606
Cascade Financial Partners
California
$682K +$2.47K +100 +0.4%
ASC
1607
Atalanta Sosnoff Capital
New York
$682K +$661K +26,763 New
BAAM
1608
Baker Avenue Asset Management
California
$682K +$14.9K +603 +2%
MDA
1609
Minot DeBlois Advisors
Massachusetts
$681K +$6.17K +250 +0.9%
MLL
1610
Moody Lynn & Lieberson
Massachusetts
$680K -$71K -2,877 -10%
KA
1611
Klingman & Associates
New York
$680K +$149K +6,021 +29%
BWM
1612
BCS Wealth Management
Tennessee
$680K -$554K -22,439 -46%
AWAG
1613
ARS Wealth Advisors Group
Florida
$677K +$12.6K +510 +2%
KCM
1614
Kendall Capital Management
Maryland
$676K +$225K +9,115 +52%
NWM
1615
Northcape Wealth Management
New York
$674K +$3.08K +125 +0.5%
TIA
1616
Traphagen Investment Advisors
New Jersey
$673K +$2.29K +93 +0.4%
AHL
1617
Abel Hall LLC
Louisiana
$671K +$10.9K +442 +2%
PAM
1618
Peak Asset Management
Colorado
$670K -$60.6K -2,457 -9%
TCM
1619
Telos Capital Management
California
$670K -$27.7K -1,121 -4%
CRI
1620
Colonial River Investments
Virginia
$670K -$1.73K -70 -0.3%
CCA
1621
Checchi Capital Advisers
California
$668K -$222K -9,011 -26%
BSB
1622
Bangor Savings Bank
Maine
$667K -$81.3K -3,295 -11%
MFS
1623
Mattson Financial Services
Michigan
$665K -$1.09M -44,249 -63%
SIC
1624
Samalin Investment Counsel
New York
$664K -$104K -4,215 -14%
SJIM
1625
St. Johns Investment Management
Florida
$662K -$21.8K -884 -3%