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Name Holding Trade Value Shares
Change
Change in
Stake
WC
1701
Westhampton Capital
North Carolina
$818K +$8.31K +237 +1%
ERIM
1702
Eagle Ridge Investment Management
Connecticut
$818K +$96.4K +2,750 +13%
DSN
1703
D. Scott Neal
Kentucky
$817K
JMFC
1704
J.M. Forbes & Co
Massachusetts
$816K +$4.21K +120 +0.5%
LBD
1705
Landsberg Bennett & Dubbaneh
Florida
$813K -$1.3K -37 -0.2%
AP
1706
Atwood & Palmer
Missouri
$811K
LWM
1707
Laidlaw Wealth Management
New York
$810K +$72.5K +2,068 +10%
WOC
1708
West Oak Capital
California
$809K -$60.8K -1,733 -7%
RIM
1709
Redwood Investment Management
Arizona
$809K +$259K +7,377 +46%
RI
1710
Ridgewood Investments
New Jersey
$805K +$40K +1,142 +5%
MKC
1711
M. Kraus & Co
Vermont
$804K +$841 +24 +0.1%
WWM
1712
Windsor Wealth Management
Indiana
$803K +$108K +3,069 +16%
NAS
1713
Nicolet Advisory Services
Wisconsin
$801K -$203K -5,777 -20%
BFO
1714
Biltmore Family Office
North Carolina
$801K -$4.94K -141 -0.6%
IFAM
1715
Institutional & Family Asset Management
Colorado
$799K -$48.7K -1,388 -6%
MGWM
1716
Marks Group Wealth Management
Minnesota
$799K +$7.26K +207 +0.9%
FFA
1717
Founders Financial Alliance
North Carolina
$798K +$799K +22,792 New
QCMC
1718
Quantum Capital Management (California)
California
$797K +$47.5K +1,355 +6%
W
1719
Wealthquest
Ohio
$796K
BOM
1720
Bank of Marin
California
$794K +$47.6K +1,358 +6%
KLWA
1721
Kelly Lawrence W & Associates
California
$793K
LRPA
1722
L. Roy Papp & Associates
Arizona
$792K -$83.7K -2,386 -9%
XF
1723
XML Financial
Maryland
$792K -$26.4K -753 -3%
PPW
1724
Parcion Private Wealth
Washington
$792K +$12.2K +349 +2%
CFA
1725
Camarda Financial Advisors
Florida
$791K