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Name Holding Trade Value Shares
Change
Change in
Stake
WA
1876
Winfield Associates
Ohio
$683K -$113K -3,093 -14%
THWM
1877
Taylor Hoffman Wealth Management
Virginia
$681K -$36.7K -1,000 -5%
DBIA
1878
Dumont & Blake Investment Advisors
New Jersey
$680K +$14.1K +385 +2%
WCM
1879
Windsor Capital Management
Arizona
$677K -$49.8K -1,358 -7%
PG
1880
Proffitt & Goodson
Tennessee
$676K +$30.5K +831 +5%
TLCM
1881
Twin Lakes Capital Management
California
$675K +$672K +18,324 New
CRIG
1882
Charter Research & Investment Group
Connecticut
$674K -$36.2K -988 -5%
EW
1883
Evoke Wealth
California
$674K -$10.6K -288 -2%
FCFC
1884
First Citizens Financial Corp
Iowa
$673K +$55.3K +1,507 +9%
OFW
1885
Omnia Family Wealth
Florida
$673K -$68.3K -1,861 -9%
GS
1886
Gagnon Securities
New York
$672K +$44.6K +1,215 +7%
CIAS
1887
CFS Investment Advisory Services
New Jersey
$670K +$668K +18,198 New
CCA
1888
Conestoga Capital Advisors
Pennsylvania
$667K -$12.7K -345 -2%
PAWC
1889
P.A.W. Capital
Connecticut
$663K -$35.7K -972 -5%
BWA
1890
Bordeaux Wealth Advisors
California
$662K +$660K +17,996 New
1WM
1891
1900 Wealth Management
Texas
$657K +$655K +17,850 New
BFC
1892
Bedel Financial Consulting
Indiana
$656K -$28.9K -788 -4%
BCAM
1893
Boston Common Asset Management
Massachusetts
$655K +$653K +17,799 New
SL
1894
Savior LLC
Massachusetts
$654K -$47.5K -1,294 -7%
PWM
1895
Palumbo Wealth Management
New York
$654K +$652K +17,770 New
CFG
1896
Cooper Financial Group
California
$651K +$191K +5,212 +42%
WDG
1897
Wealth Dimensions Group
Ohio
$650K +$648K +17,664 New
SBF
1898
Sara-Bay Financial
Florida
$648K -$27.2K -741 -4%
LSWM
1899
Lorne Steinberg Wealth Management
Canada
$648K +$643K +17,539 New
ICP
1900
Interchange Capital Partners
Pennsylvania
$648K +$646K +17,615 New