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Name Holding Trade Value Shares
Change
Change in
Stake
CCC
1776
Chelsea Counsel Company
California
$618K -$69.8K -2,575 -10%
TCM
1777
Telos Capital Management
California
$618K +$47.2K +1,739 +8%
BFIC
1778
Bedell Frazier Investment Counselling
California
$618K +$631K +23,281 New
SAM
1779
Summit Asset Management
Tennessee
$617K +$22.8K +839 +4%
RLH
1780
RD Lewis Holdings
Florida
$617K +$650K +23,968 New
WKSWA
1781
White Knight Strategic Wealth Advisors
New Jersey
$614K +$211K +7,772 +51%
IFWM
1782
Institute for Wealth Management
Colorado
$612K -$48.9K -1,803 -7%
FFA
1783
Fragasso Financial Advisors
Pennsylvania
$610K +$7.76K +286 +1%
AWM
1784
Adams Wealth Management
Utah
$610K +$114K +4,191 +22%
CI
1785
CacheTech Inc
Utah
$610K +$114K +4,191 +22%
CFG
1786
Copley Financial Group
California
$609K +$82.7K +3,050 +15%
BHIA
1787
Birch Hill Investment Advisors
Massachusetts
$609K -$97.3K -3,587 -14%
WP
1788
WealthShield Partners
North Carolina
$609K +$33.9K +1,251 +6%
PPA
1789
Pacific Point Advisors
California
$608K +$638K +23,508 New
SCM
1790
Schnieders Capital Management
California
$607K -$50.8K -1,874 -8%
IJWM
1791
Inman Jager Wealth Management
Mississippi
$607K +$620K +22,865 New
ZIC
1792
ZWJ Investment Counsel
Georgia
$605K -$38.3K -1,412 -6%
FCM
1793
Fourpath Capital Management
Oklahoma
$604K -$145K -5,328 -19%
AF
1794
Apexium Financial
Texas
$604K +$260K +9,570 +72%
BFC
1795
Blue Fin Capital
Rhode Island
$603K -$59.4K -2,191 -9%
CIAS
1796
CFS Investment Advisory Services
New Jersey
$603K -$36K -1,329 -6%
Members Trust
1797
Members Trust
Florida
$602K -$29K -1,070 -4%
TSMHT
1798
Thurston Springer Miller Herd & Titak
Indiana
$602K -$15.5K -570 -2%
HL
1799
HeadInvest LLC
Maine
$601K -$130K -4,789 -17%
FAB
1800
First American Bank
Illinois
$601K +$7.43K +274 +1%