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Name Holding Trade Value Shares
Change
Change in
Stake
AWMF
1851
Arbor Wealth Management (Florida)
Florida
$517K -$23K -675 -4%
NP
1852
NorthRock Partners
Minnesota
$515K -$666K -19,537 -54%
SWA
1853
Stratos Wealth Advisors
Ohio
$515K -$17.4K -510 -3%
AWM
1854
Aevitas Wealth Management
Massachusetts
$511K +$8.31K +244 +2%
DBIA
1855
Dumont & Blake Investment Advisors
New Jersey
$510K -$5.72K -168 -1%
CWP
1856
Capital Wealth Planning
Florida
$510K +$84.6K +2,483 +18%
SWP
1857
Strategic Wealth Partners
Ohio
$508K
CCFM
1858
Clear Creek Financial Management
Washington
$508K +$3.31K +97 +0.7%
RWM
1859
Ritholtz Wealth Management
New York
$507K +$176K +5,155 +46%
AIIMS
1860
Analyst IMS Investment Management Services
Israel
$506K -$169K -4,961 -23%
PFM
1861
Parsec Financial Management
North Carolina
$505K -$182K -5,349 -25%
MCIA
1862
Mountain Capital Investment Advisors
Colorado
$505K -$19.5K -571 -4%
SMM
1863
Stadion Money Management
Georgia
$502K -$7.63K -224 -1%
HIM
1864
Hillsdale Investment Management
Ontario, Canada
$501K -$85.5K -2,508 -13%
RTC
1865
Riverview Trust Company
Washington
$498K -$254K -7,460 -32%
JFA
1866
JNBA Financial Advisors
Minnesota
$496K +$6.78K +199 +1%
MC
1867
Middleton & Co
Massachusetts
$495K -$5.32K -156 -1%
HFP
1868
Holistic Financial Partners
Indiana
$494K +$7.77K +228 +1%
JWM
1869
Jupiter Wealth Management
Colorado
$493K -$35.9K -1,054 -7%
PAM
1870
Pegasus Asset Management
New York
$491K -$28.3K -831 -5%
IIM
1871
Ironwood Investment Management
Massachusetts
$490K
SAM
1872
Security Asset Management
New York
$490K
SGK
1873
Steigerwald Gordon & Koch
Virginia
$489K +$82.5K +2,421 +18%
SIC
1874
Sigma Investment Counselors
Michigan
$488K -$18K -527 -3%
VFP
1875
Verus Financial Partners
Virginia
$487K +$6.37K +187 +1%