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Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
2301
Pinnacle Wealth Management Group
Michigan
$636K -$40.8K -800 -6%
FCFC
2302
First Citizens Financial Corp
Iowa
$636K
PHAM
2303
Palisades Hudson Asset Management
Florida
$636K +$88.7K +1,740 +17%
FWA
2304
FSM Wealth Advisors
Ohio
$633K +$650K +12,765 New
WH
2305
Willner & Heller
California
$632K +$4.48K +88 +0.7%
JBA
2306
Johnson Bixby & Associates
Washington
$631K
WW
2307
Waterfront Wealth
Kansas
$630K +$612 +12 +0.1%
SMA
2308
Sage Mountain Advisors
Georgia
$630K +$33.6K +659 +6%
GWI
2309
Grace & White Inc
New York
$629K
CA
2310
Cambridge Advisors
Nebraska
$628K -$4.38K -86 -0.7%
UF
2311
Univest Financial
Pennsylvania
$624K -$27.2K -533 -4%
RGC
2312
Roberts, Glore & Co
Illinois
$624K -$5.1K -100 -0.8%
WBG
2313
Wharton Business Group
Pennsylvania
$624K
MIFH
2314
Migdal Insurance & Financial Holdings
Israel
$622K -$97.4M -1,911,000 -99%
CIC
2315
Chase Investment Counsel
Virginia
$622K +$25.7K +505 +4%
MW
2316
MBL Wealth
North Carolina
$622K +$48.4K +949 +9%
FBA
2317
Front Barnett Associates
Illinois
$620K
AHB
2318
Abner Herrman & Brock
New Jersey
$619K +$130K +2,546 +27%
IA
2319
Insight Advisors
Pennsylvania
$616K -$30.9K -606 -5%
HEIP
2320
Hudson Edge Investment Partners
New Jersey
$616K -$102 -2 -0%
HHGA
2321
Halbert Hargrove Global Advisors
California
$615K -$30.6K -601 -5%
ZAM
2322
Zevin Asset Management
Massachusetts
$615K
AMM
2323
American Money Management
California
$614K +$51 +1 +0%
PG
2324
Patten Group
Tennessee
$613K -$255 -5 -0%
WAL
2325
W Advisors LLC
Tennessee
$612K +$5.4K +106 +0.9%