Name Holding Trade Value Shares
Change
Change in
Stake
ITIM
2051
Indiana Trust & Investment Management
Indiana
$425K -$23.5K -868 -5%
CMP
2052
Coston McIsaac & Partners
Maine
$424K -$84.1K -3,099 -16%
KMWM
2053
Keudell/Morrison Wealth Management
Oregon
$423K -$76.1K -2,806 -15%
KCAM
2054
Kagan Cocozza Asset Management
New Jersey
$422K +$432K +15,910 New
HHAA
2055
Henry H. Armstrong Associates
Pennsylvania
$422K -$31.1K -1,148 -7%
GWA
2056
Gratus Wealth Advisors
Virginia
$422K -$27.1K -1,000 -6%
KJWM
2057
Kiley Juergens Wealth Management
Washington
$421K -$23.7K -873 -5%
FAG
2058
Fortitude Advisory Group
Washington
$421K -$41.3K -1,523 -9%
CFG
2059
Certior Financial Group
Pennsylvania
$421K +$430K +15,863 New
BF
2060
bLong Financial
Tennessee
$421K +$430K +15,855 New
PSC
2061
Prentiss Smith & Co
Vermont
$420K – – –
FWA
2062
Flagship Wealth Advisors
Massachusetts
$420K +$429K +15,820 New
SOS
2063
Silver Oak Securities
Tennessee
$420K +$52.1K +1,919 +14%
TA
2064
TFB Advisors
Kansas
$419K +$17.8K +655 +4%
MWM
2065
Merriman Wealth Management
Washington
$419K -$4.64K -171 -1%
TLCM
2066
Twin Lakes Capital Management
California
$418K -$118K -4,360 -22%
BFWA
2067
Benchmark Financial Wealth Advisors
Florida
$416K +$11.8K +434 +3%
NWM
2068
Northcape Wealth Management
New York
$415K -$221K -8,145 -34%
DWAM
2069
Duncan Williams Asset Management
Tennessee
$414K +$120K +4,416 +39%
WA
2070
WBH Advisory
Maryland
$414K -$63.6K -2,345 -13%
RCG
2071
Regatta Capital Group
California
$414K +$40.1K +1,480 +10%
FL
2072
FreeGulliver LLC
Louisiana
$412K -$22.8K -840 -5%
RDFA
2073
Ritter Daniher Financial Advisory
Ohio
$412K – – –
WAG
2074
Winthrop Advisory Group
Massachusetts
$412K -$8.76K -323 -2%
AIA
2075
AIMZ Investment Advisors
California
$411K -$12.6K -464 -3%