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Name Holding Trade Value Shares
Change
Change in
Stake
HTHT
1701
Hemenway Trust Hemenway Trust
New Hampshire
$695K +$136 +4 +0%
BAM
1702
Beaumont Asset Management
Texas
$694K +$9.89K +291 +1%
CAM
1703
Covenant Asset Management
New Jersey
$693K -$88.9K -2,618 -10%
MSS
1704
Mitchell Sinkler & Starr
Pennsylvania
$693K
PCS
1705
Personal CFO Solutions
New Jersey
$692K +$297K +8,750 +65%
FCA
1706
FinTrust Capital Advisors
South Carolina
$690K +$134K +3,938 +22%
CSWG
1707
Cardinal Strategic Wealth Guidance
Kentucky
$689K -$41.6K -1,225 -5%
MIM
1708
Moseley Investment Management
Florida
$689K -$13.9K -409 -2%
TC
1709
Truvestments Capital
Florida
$688K +$41.8K +1,229 +6%
RCG
1710
Rock Creek Group
District of Columbia
$688K +$754K +22,182 New
IF
1711
Intrua Financial
Texas
$686K +$644K +18,951 New
EWA
1712
ERTS Wealth Advisors
Michigan
$683K -$91.9K -2,705 -11%
RI
1713
Ridgewood Investments
New Jersey
$682K +$80.7K +2,376 +12%
CIM
1714
CIM Investment Management
Pennsylvania
$681K -$26.9K -791 -3%
CCWA
1715
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$680K +$744K +21,906 New
NCM
1716
Noesis Capital Mangement
Florida
$679K -$30.1K -885 -4%
SAM
1717
Summit Asset Management
Tennessee
$676K +$13.6K +399 +2%
BCMO
1718
Buckingham Capital Management (Ohio)
Ohio
$672K -$206K -6,075 -22%
FLI
1719
Family Legacy Inc
South Carolina
$672K -$1.43K -42 -0.2%
BRM
1720
Boston Research & Management
Massachusetts
$672K +$14.3K +422 +2%
PWPS
1721
Pinnacle Wealth Planning Services
Ohio
$672K +$16.3K +479 +2%
CC
1722
Colrain Capital
Massachusetts
$670K -$627K -18,445 -46%
QCMC
1723
Quantum Capital Management (California)
California
$669K +$54.8K +1,612 +8%
BFA
1724
Beacon Financial Advisory
Ohio
$668K -$450K -13,247 -38%
ZF
1725
Zhang Financial
Michigan
$668K -$156K -4,600 -18%