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Name Holding Trade Value Shares
Change
Change in
Stake
WI
1776
WrapManager Inc
California
$601K +$620K +23,706 New
DJSG
1777
D.J. St. Germain
Massachusetts
$600K -$172K -6,590 -22%
MJRIC
1778
Mogy Joel R Investment Counsel
California
$599K -$77.2K -2,950 -11%
CIAS
1779
CFS Investment Advisory Services
New Jersey
$597K +$21.7K +829 +4%
CM
1780
Caption Management
Oklahoma
$595K +$615K +23,500 New
AA
1781
Auxano Advisors
Washington
$595K -$24.7K -943 -4%
AWAP
1782
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$595K -$70.9K -2,708 -10%
BMC
1783
Benin Management Corp
Connecticut
$595K -$66.1K -2,527 -10%
ST
1784
Somerset Trust
Pennsylvania
$594K +$50.6K +1,933 +9%
SA
1785
Strategic Advisors
New York
$590K -$267K -10,204 -30%
RMDI
1786
R.M. Davis Inc
Maine
$590K -$27.1K -1,034 -4%
SAM
1787
Summit Asset Management
Tennessee
$590K
ONST
1788
Old North State Trust
North Carolina
$589K
DE
1789
Diversified Enterprises
Delaware
$588K +$57.6K +2,200 +10%
Koshinski Asset Management
1790
Koshinski Asset Management
Illinois
$588K +$52.2K +1,995 +9%
Members Trust
1791
Members Trust
Florida
$587K +$12.2K +467 +2%
AWMNY
1792
Arcadia Wealth Management (New York)
New York
$587K +$86.4K +3,300 +17%
MSFP
1793
Mark Sheptoff Financial Planning
Connecticut
$586K +$107K +4,100 +22%
ZIC
1794
ZWJ Investment Counsel
Georgia
$586K +$8.37K +320 +1%
TFIPS
1795
Towarzystwo Funduszy Inwestycyjnych PZU SA
$585K -$34K -1,300 -5%
PWA
1796
Provenance Wealth Advisors
Florida
$584K -$107K -4,088 -15%
ACI
1797
Alpha Cubed Investments
California
$583K -$70.2K -2,681 -10%
CSB
1798
City State Bank
Iowa
$583K +$11.4K +435 +2%
PA
1799
PSI Advisors
Florida
$582K -$127K -4,859 -17%
IFWM
1800
Institute for Wealth Management
Colorado
$580K -$5K -191 -0.8%