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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1651
BCS Wealth Management
Tennessee
$898K -$291K -8,300 -24%
TAM
1652
Trillium Asset Management
Massachusetts
$897K -$198K -5,640 -18%
FM
1653
Family Management
New York
$896K -$134K -3,828 -13%
FFC
1654
First Financial Corp
Indiana
$895K +$35.7K +1,017 +4%
OIA
1655
Optimum Investment Advisors
Illinois
$894K -$183K -5,217 -17%
CCG
1656
Ceeto Capital Group
Florida
$893K
KJHP
1657
K.J. Harrison & Partners
Ontario, Canada
$893K
LFA
1658
Legacy Financial Advisors
Kentucky
$892K -$60K -1,710 -6%
PFA
1659
Pure Financial Advisors
California
$890K +$3.75K +107 +0.4%
ISWM
1660
Independent Solutions Wealth Management
New York
$890K +$405K +11,556 +83%
WAAG
1661
Wealth Alliance Advisory Group
Kansas
$889K -$15K -429 -2%
FANJ
1662
Financial Architects (New Jersey)
New Jersey
$888K -$17.4K -495 -2%
WI
1663
Wintrust Investments
Illinois
$886K -$71.9K -2,051 -7%
WWM
1664
Western Wealth Management
Colorado
$881K -$40.4K -1,151 -4%
MIH
1665
Meitav Investment House
Israel
$879K +$223K +6,354 +33%
SWP
1666
Summit Wealth Partners
Florida
$879K +$70 +2 +0%
SCA
1667
Stonebridge Capital Advisors
Minnesota
$876K +$22.5K +643 +3%
ARMT
1668
Amica Retiree Medical Trust
Rhode Island
$874K
TGAM
1669
TBH Global Asset Management
Tennessee
$873K -$34.5K -984 -4%
MC
1670
Muhlenkamp & Co
Pennsylvania
$872K -$5.75K -164 -0.7%
BWP
1671
BSW Wealth Partners
Colorado
$871K +$176K +5,026 +25%
ACM
1672
Alethea Capital Management
Washington
$870K +$876K +24,998 New
TF
1673
Tompkins Financial
New York
$869K
ONST
1674
Old North State Trust
North Carolina
$868K -$76.6K -2,185 -8%
SFSG
1675
Stearns Financial Services Group
North Carolina
$868K -$53.5K -1,527 -6%