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Name Holding Trade Value Shares
Change
Change in
Stake
WAS
1701
Wealth Advisory Solutions
Indiana
$595K -$103K -4,083 -15%
SBCM
1702
Silverberg Bernstein Capital Management
New York
$594K +$63K +2,500 +12%
NFC
1703
Northstar Financial Companies
Pennsylvania
$592K -$26.1K -1,034 -4%
MFG
1704
MidWestOne Financial Group
Iowa
$592K -$3.05K -121 -0.5%
CCM
1705
Colorado Capital Management
Colorado
$592K +$32.9K +1,306 +6%
ADL
1706
Asset Dedication LLC
California
$592K -$6.53K -259 -1%
NEPPG
1707
New England Professional Planning Group
Rhode Island
$590K -$55.2K -2,190 -8%
AWE
1708
Avidian Wealth Enterprises
Texas
$590K +$70.2K +2,783 +13%
MJRIC
1709
Mogy Joel R Investment Counsel
California
$589K
BAAM
1710
Baker Avenue Asset Management
California
$588K -$79.6K -3,158 -12%
PTP
1711
Platform Technology Partners
New York
$588K +$2.75K +109 +0.5%
ESB
1712
Essex Savings Bank
Connecticut
$587K -$110K -4,376 -16%
ESBC
1713
E.S. Barr & Co
Kentucky
$586K +$593K +23,524 New
CPA
1714
Capital Performance Advisors
California
$585K +$162K +6,408 +37%
SFS
1715
Symphony Financial Services
Ohio
$585K +$25.3K +1,003 +4%
BHPW
1716
Beverly Hills Private Wealth
California
$584K -$114K -4,518 -16%
PAS
1717
Professional Advisory Services
Florida
$582K -$20.2K -800 -3%
TIA
1718
Traphagen Investment Advisors
New Jersey
$582K -$76.6K -3,038 -12%
FFA
1719
Fragasso Financial Advisors
Pennsylvania
$579K +$50 +2 +0%
REMPR
1720
Roof Eidam Maycock Peralta (REMP)
California
$578K -$50.4K -2,000 -8%
UCB
1721
United Community Bank
South Carolina
$578K -$250K -9,927 -30%
FWM
1722
Forza Wealth Management
Florida
$577K +$102K +4,061 +21%
SCM
1723
Sterling Capital Management
North Carolina
$577K -$5.46M -216,429 -90%
AWMNY
1724
Arcadia Wealth Management (New York)
New York
$576K
MA
1725
MJP Associates
Connecticut
$576K -$11.8K -467 -2%