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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1926
CCG Wealth Management
California
$551K -$15.6K -445 -3%
RTC
1927
Riverview Trust Company
Washington
$551K -$9.26K -264 -2%
OGC
1928
One68 Global Capital
New York
$551K +$554K +15,810 New
JFA
1929
JNBA Financial Advisors
Minnesota
$550K -$3.02K -86 -0.5%
PP
1930
PDS Planning
Ohio
$547K +$42.4K +1,210 +8%
RCG
1931
Rock Creek Group
District of Columbia
$546K -$228K -6,500 -29%
FFS
1932
Founders Financial Securities
Maryland
$545K -$51.2K -1,461 -9%
CPIA
1933
Cornell Pochily Investment Advisors
New York
$544K +$20.8K +594 +4%
CPC
1934
Congress Park Capital
New York
$542K +$85.8K +2,446 +19%
LCM
1935
Leisure Capital Management
California
$538K -$71.4K -2,037 -12%
PAM
1936
Pegasus Asset Management
New York
$538K
CAW
1937
Cornerstone Advisors (Washington)
Washington
$538K +$40.4K +1,152 +8%
WAG
1938
Winthrop Advisory Group
Massachusetts
$536K +$82.3K +2,346 +18%
GA
1939
Greytown Advisors
Florida
$534K +$245 +7 +0%
BCA
1940
Bray Capital Advisors
Florida
$533K
AF
1941
AMG Funds
Connecticut
$530K -$18K -513 -3%
PFM
1942
Parsec Financial Management
North Carolina
$530K +$17.2K +491 +3%
CCB
1943
Cutter & Co Brokerage
Missouri
$530K +$27.9K +797 +6%
NG
1944
Northstar Group
New York
$529K +$66.7K +1,903 +14%
CHA
1945
Carmichael Hill & Associates
Maryland
$527K +$14.9K +424 +3%
IIM
1946
Ironwood Investment Management
Massachusetts
$526K
MWM
1947
Mattern Wealth Management
Kansas
$525K
AC
1948
Apella Capital
Connecticut
$523K +$17.6K +501 +3%
GIA
1949
GHP Investment Advisors
Colorado
$523K +$21.9K +626 +4%
MJP
1950
Michael J. Puzo
$521K