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Name Holding Trade Value Shares
Change
Change in
Stake
PHS
1726
Pekin Hardy Strauss
Illinois
$694K -$32.2K -1,161 -4%
HNWAG
1727
High Net Worth Advisory Group
Florida
$694K +$16.6K +600 +2%
NRD
1728
Nebula Research & Development
New York
$693K +$193K +6,962 +39%
CM
1729
Caption Management
Oklahoma
$691K +$208K +7,500 +43%
EFG
1730
Embree Financial Group
Illinois
$691K -$181K -6,538 -21%
JMFC
1731
J.M. Forbes & Co
Massachusetts
$689K -$6.94K -250 -1%
WB
1732
West Bancorporation
Iowa
$687K -$46.5K -1,675 -6%
CA
1733
Cornerstone Advisory
Maryland
$687K -$122K -4,389 -15%
VFG
1734
V2 Financial group
Illinois
$683K
MAM
1735
Martingale Asset Management
Massachusetts
$682K -$6.12M -220,650 -90%
SFP
1736
Sweet Financial Partners
Minnesota
$681K +$167K +6,026 +33%
IGWM
1737
ICA Group Wealth Management
Colorado
$681K -$76.8K -2,769 -10%
GA
1738
Geller Advisors
New York
$680K -$162K -5,833 -19%
CRB
1739
Chad R. Baker
$680K
KCFA
1740
Key Client Fiduciary Advisors
New Jersey
$678K +$65.5K +2,362 +11%
IFWM
1741
Institute for Wealth Management
Colorado
$678K +$4.52K +163 +0.7%
HFM
1742
Hartford Funds Management
Pennsylvania
$678K +$72.8K +2,625 +12%
PSB
1743
Passumpsic Savings Bank
Vermont
$677K +$677K +24,414 New
PP
1744
PDS Planning
Ohio
$677K -$33.4K -1,203 -5%
PA
1745
PFG Advisors
Arizona
$676K -$43.6K -1,573 -6%
TBNY
1746
Trustco Bank (New York)
New York
$676K -$114K -4,102 -14%
PSB
1747
Piscataqua Savings Bank
New Hampshire
$675K -$8.96K -323 -1%
RPCONE
1748
Retirement Planning Company of New England
Rhode Island
$675K -$283K -10,198 -30%
ISWM
1749
Independent Solutions Wealth Management
New York
$675K +$36.5K +1,317 +6%
FPF
1750
First Pacific Financial
Washington
$674K +$99.4K +3,581 +17%