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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1726
Darwin Wealth Management
Florida
$654K -$1.45M -42,654 -67%
PWPS
1727
Pinnacle Wealth Planning Services
Ohio
$654K -$190K -5,584 -21%
FDCC
1728
Foster Dykema Cabot & Co
Massachusetts
$654K
BCA
1729
Bay Colony Advisors
Massachusetts
$654K +$253K +7,424 +54%
HIA
1730
Harbor Investment Advisory
Maryland
$652K -$234K -6,875 -25%
TWM
1731
Titus Wealth Management
California
$652K +$5.28K +155 +0.7%
CYG
1732
Clean Yield Group
Vermont
$651K -$734K -21,554 -51%
TC
1733
Truvestments Capital
Florida
$650K -$450K -13,203 -39%
AIM
1734
Arcadia Investment Management
Michigan
$648K -$35.9K -1,054 -5%
GC
1735
Grace Capital
Massachusetts
$648K +$258K +7,560 +56%
MBI
1736
Montrusco Bolton Investments
Quebec, Canada
$645K -$671K -19,678 -49%
SWA
1737
Sutton Wealth Advisors
Florida
$644K +$8.42K +247 +1%
ERIM
1738
Eagle Ridge Investment Management
Connecticut
$643K +$10.5K +307 +2%
EMG
1739
Ellington Management Group
Connecticut
$643K +$708K +20,764 New
CT
1740
Clearstead Trust
Maine
$642K -$3.17K -93 -0.4%
DAM
1741
Doheny Asset Management
California
$642K
RMA
1742
Roffman Miller Associates
Pennsylvania
$641K -$167K -4,903 -19%
OFW
1743
Omnia Family Wealth
Florida
$639K +$22.2K +652 +3%
GFP
1744
Gryphon Financial Partners
Ohio
$637K -$40K -1,174 -5%
ACWM
1745
Adams Chetwood Wealth Management
North Carolina
$637K +$419K +12,290 +214%
VC
1746
Veracity Capital
Georgia
$636K -$204K -5,975 -23%
SIM
1747
SSI Investment Management
California
$633K -$7.87K -231 -1%
VCP
1748
Verus Capital Partners
Arizona
$633K +$43.4K +1,274 +7%
OL
1749
Optas LLC
Texas
$632K +$356K +10,455 +105%
TSWM
1750
Triangle Securities Wealth Management
North Carolina
$631K +$67.8K +1,990 +11%