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Name Holding Trade Value Shares
Change
Change in
Stake
HWMG
1726
Hurlow Wealth Management Group
Indiana
$649K
FSA
1727
Fort Sheridan Advisors
Illinois
$648K +$70.2K +1,930 +11%
SSW
1728
Smith Shellnut Wilson
Mississippi
$647K +$36 +1 +0%
AIM
1729
Allen Investment Management
New York
$647K +$28.7K +790 +4%
CRIG
1730
Charter Research & Investment Group
Connecticut
$646K +$21.6K +595 +3%
NEPWA
1731
New England Private Wealth Advisors
Massachusetts
$644K +$1.6K +44 +0.2%
TAM
1732
Tradition Asset Management
Virginia
$642K +$10.5K +288 +2%
VAM
1733
Verity Asset Management
North Carolina
$641K -$4.8K -132 -0.7%
AIA
1734
AIMZ Investment Advisors
California
$641K -$4.11K -113 -0.6%
CPO
1735
Cerity Partners OCIO
New York
$633K +$64.9K +1,784 +11%
MC
1736
Mathes Company
New York
$629K
PAWC
1737
P.A.W. Capital
Connecticut
$629K +$95.8K +2,635 +17%
ODCM
1738
Old Dominion Capital Management
Virginia
$628K -$24.1K -663 -3%
TSWM
1739
Triangle Securities Wealth Management
North Carolina
$627K -$3.13K -86 -0.5%
PWMG
1740
Prestige Wealth Management Group
New Jersey
$627K -$36 -1 -0%
KMWM
1741
Keudell/Morrison Wealth Management
Oregon
$627K +$14.7K +403 +2%
SAM
1742
Sawgrass Asset Management
Florida
$624K +$23.7K +652 +4%
BBI
1743
Baxter Bros Inc
Connecticut
$622K +$4.18K +115 +0.6%
B
1744
Bridgeworth
Alabama
$620K -$13.8K -379 -2%
SBL
1745
Sargent Bickham Lagudis
Colorado
$618K +$28.7K +788 +5%
PWAP
1746
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$616K -$248K -6,813 -27%
CCA
1747
Conestoga Capital Advisors
Pennsylvania
$615K
GS
1748
Gagnon Securities
New York
$611K
PNAA
1749
Pictet North America Advisors
Switzerland
$610K -$46K -1,265 -7%
WCM
1750
Windsor Capital Management
Arizona
$609K -$3.06K -84 -0.5%