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Name Holding Trade Value Shares
Change
Change in
Stake
TFM
2226
TFC Financial Management
Massachusetts
$743K +$15.4K +296 +2%
JF
2227
JSF Financial
California
$742K +$10.5K +203 +1%
WFAG
2228
Wescott Financial Advisory Group
Pennsylvania
$742K +$744K +14,330 New
SCM
2229
Sterneck Capital Management
Missouri
$741K +$151K +2,908 +26%
BFIC
2230
Bedell Frazier Investment Counselling
California
$739K +$71.9K +1,385 +11%
JCIA
2231
Jackson Creek Investment Advisors
Colorado
$738K -$31.2K -602 -4%
SWMP
2232
Signature Wealth Management Partners
New Jersey
$737K -$116K -2,235 -14%
CNB
2233
Camden National Bank
Maine
$735K -$28.7K -554 -4%
JWM
2234
Janiczek Wealth Management
Colorado
$735K -$8.3K -160 -1%
AC
2235
Apella Capital
Connecticut
$735K +$6.85K +132 +0.9%
KJWM
2236
Kiley Juergens Wealth Management
Washington
$734K -$294K -5,658 -29%
OFW
2237
Omnia Family Wealth
Florida
$733K +$52 +1 +0%
VFPI
2238
Vantage Financial Partners (Illinois)
Illinois
$733K +$49.3K +950 +7%
DPI
2239
Diversified Portfolios Inc
Michigan
$732K -$31K -597 -4%
MAG
2240
Mayfair Advisory Group
Alabama
$731K -$4K -77 -0.5%
HBWM
2241
Hollow Brook Wealth Management
New York
$730K
LCM
2242
Leisure Capital Management
California
$730K
KPCM
2243
Kings Point Capital Management
New York
$729K -$3.27K -63 -0.4%
HWA
2244
Heritage Wealth Advisors
Virginia
$727K
NF
2245
Norwood Financial
Pennsylvania
$727K +$38.9K +750 +6%
CYG
2246
Clean Yield Group
Vermont
$726K -$78K -1,503 -10%
LG
2247
LaFleur & Godfrey
Michigan
$725K -$765K -14,740 -51%
AIM
2248
Avity Investment Management
Connecticut
$724K +$23.4K +451 +3%
DTC
2249
Davidson Trust Company
Washington
$723K +$78.8K +1,519 +12%
TA
2250
TrueWealth Advisors
Alabama
$722K