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Name Holding Trade Value Shares
Change
Change in
Stake
ZF
1701
Zhang Financial
Michigan
$851K -$157K -3,780 -16%
PWPS
1702
Pinnacle Wealth Planning Services
Ohio
$851K -$86.1K -2,074 -9%
QI
1703
Qtron Investments
Massachusetts
$848K +$850K +20,466 New
WA
1704
WealthTrust-Arizona
Arizona
$842K +$83 +2 +0%
NIA
1705
Northstar Investment Advisors
Colorado
$840K +$157K +3,794 +23%
BFA
1706
Beaumont Financial Advisors
Massachusetts
$839K -$49.9K -1,201 -6%
AW
1707
Alpha Windward
Massachusetts
$837K +$448K +10,801 +115%
MC
1708
Martin Currie
United Kingdom
$836K -$3.45M -83,062 -80%
SIM
1709
Sterling Investment Management
Arizona
$836K +$19.6K +473 +2%
PGA
1710
Portland Global Advisors
Maine
$835K
MMPW
1711
Mitchell McLeod Pugh & Williams
Alabama
$834K +$4.82K +116 +0.6%
RPA
1712
Rock Point Advisors
Vermont
$832K -$4.36K -105 -0.5%
NEPWA
1713
New England Private Wealth Advisors
Massachusetts
$832K +$119K +2,857 +17%
BWM
1714
Biltmore Wealth Management
Arizona
$828K -$13.4K -323 -2%
HA
1715
Harbor Advisors
Florida
$828K
MIM
1716
Montgomery Investment Management
Maryland
$828K
SSW
1717
Smith Shellnut Wilson
Mississippi
$827K +$42 +1 +0%
PPP
1718
Private Portfolio Partners
New Jersey
$827K +$829K +19,971 New
SMFS
1719
Squar Milner Financial Services
California
$824K +$10.8K +260 +1%
KPW
1720
Kore Private Wealth
New York
$823K +$825K +19,875 New
HPC
1721
HM Payson & Co
Maine
$819K -$54.4M -1,310,823 -99%
FCA
1722
FLC Capital Advisors
California
$817K +$819K +19,729 New
WAAG
1723
Wealth Alliance Advisory Group
Kansas
$813K +$62.4K +1,504 +8%
B
1724
Bridgeworth
Alabama
$810K -$42.2K -1,017 -4%
EWM
1725
Elmwood Wealth Management
California
$809K +$43.8K +1,054 +6%