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Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1676
Titus Wealth Management
California
$673K +$687K +19,975 New
CRIG
1677
Charter Research & Investment Group
Connecticut
$672K
WTFG
1678
Wells Trecaso Financial Group
Ohio
$672K +$17.3K +504 +3%
AWA
1679
Alaska Wealth Advisors
Alaska
$670K
CCWA
1680
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$668K -$10.3K -301 -1%
SCI
1681
Stableford Capital II
Arizona
$662K +$6.15K +179 +0.9%
IAS
1682
IMA Advisory Services
Colorado
$660K -$48.3K -1,404 -7%
Fiera Capital (Canada)
1683
Fiera Capital (Canada)
Quebec, Canada
$660K +$7.94K +231 +1%
MCIA
1684
Mountain Capital Investment Advisors
Colorado
$660K +$73K +2,124 +12%
SXL
1685
Summit X LLC
Missouri
$660K +$94K +2,733 +16%
TCM
1686
Tradition Capital Management
New Jersey
$657K -$425K -12,358 -39%
BST
1687
Bath Savings Trust
Maine
$657K -$13.5K -393 -2%
SCG
1688
Sonata Capital Group
Washington
$656K +$1.82K +53 +0.3%
WP
1689
WealthSource Partners
California
$655K -$150K -4,364 -18%
AP
1690
Atwood & Palmer
Missouri
$655K
RC
1691
Reik & Co
New York
$654K +$36.8K +1,070 +6%
HCM
1692
Highlander Capital Management
New Jersey
$648K +$159K +4,622 +31%
FPS
1693
Fieldpoint Private Securities
Connecticut
$647K -$2.99K -87 -0.5%
ACM
1694
Advisors Capital Management
New Jersey
$646K +$20.6K +598 +3%
AIA
1695
AIMZ Investment Advisors
California
$645K -$3.75K -109 -0.6%
CCA
1696
Conestoga Capital Advisors
Pennsylvania
$644K +$18.1K +527 +3%
LMIM
1697
Lockheed Martin Investment Management
Maryland
$639K +$652K +18,972 New
HCM
1698
Harvey Capital Management
Florida
$638K -$10.9K -316 -2%
CPIA
1699
Cornell Pochily Investment Advisors
New York
$636K +$85.8K +2,495 +15%
MMPW
1700
Mitchell McLeod Pugh & Williams
Alabama
$632K -$11.3K -330 -2%