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Name Holding Trade Value Shares
Change
Change in
Stake
WDG
1626
Wealth Dimensions Group
Ohio
$608K -$25.4K -971 -4%
AIP
1627
Almanack Investment Partners
Pennsylvania
$607K +$408K +15,580 +162%
CFP
1628
Catalyst Financial Partners
Massachusetts
$606K +$46.3K +1,770 +8%
SA
1629
Sovran Advisors
California
$604K -$10.8K -411 -2%
SSG
1630
Summit Securities Group
New York
$604K -$425K -16,248 -39%
SFS
1631
Symphony Financial Services
Ohio
$603K +$10K +384 +2%
GCIA
1632
Gabelli & Co Investment Advisers
New York
$602K
QFA
1633
Quattro Financial Advisors
Texas
$602K
QWM
1634
Quadcap Wealth Management
Texas
$602K +$31.9K +1,218 +5%
PFA
1635
Pure Financial Advisors
California
$601K -$130K -4,953 -17%
PCMC
1636
Paragon Capital Management (Colorado)
Colorado
$599K -$3.03K -116 -0.5%
DSC
1637
Duncker Streett & Co
Missouri
$598K +$7.32K +280 +1%
NP
1638
NorthRock Partners
Minnesota
$597K +$19K +726 +3%
HIC
1639
Harvey Investment Company
Kentucky
$594K -$66.4K -2,540 -9%
RWP
1640
Ridgecrest Wealth Partners
California
$591K -$5.26K -201 -0.8%
DBFM
1641
Dickmeyer Boyce Financial Management
Indiana
$589K +$40.5K +1,547 +7%
ESB
1642
Essex Savings Bank
Connecticut
$589K +$22K +841 +4%
NB
1643
Northwest Bancshares
Pennsylvania
$588K -$27K -1,033 -4%
EFSCE
1644
Enterprise Financial Services Corp (EFSC)
Missouri
$587K -$34.1K -1,304 -5%
DW30
1645
Drucker Wealth 3.0
New Jersey
$586K -$125K -4,762 -16%
CCMG
1646
Clark Capital Management Group
Pennsylvania
$584K +$28.9K +1,103 +5%
POIA
1647
Pin Oak Investment Advisors
Texas
$584K +$445 +17 +0.1%
DLA
1648
Douglas Lane & Associates
New York
$582K -$300K -11,483 -32%
CCIA
1649
Cherry Creek Investment Advisors
Colorado
$582K +$87.4K +3,340 +16%
HBT
1650
Hills Bank & Trust
Iowa
$581K -$131K -4,996 -17%