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Name Holding Trade Value Shares
Change
Change in
Stake
BCFD
1701
Boit C.F. David
$783K +$433K +2,000 +93%
PWW
1702
Pettyjohn Wood & White
Virginia
$781K +$410K +1,897 +85%
HVP
1703
Hudson Value Partners
Florida
$780K +$50.8K +235 +6%
WBG
1704
Wharton Business Group
Pennsylvania
$771K -$474K -2,189 -35%
IA
1705
IFG Advisors
Missouri
$768K +$6.49K +30 +0.7%
AA
1706
Apriem Advisors
California
$767K -$164K -758 -16%
FMTC
1707
Farmers & Merchants Trust Company
California
$765K +$59.9K +277 +7%
KCM
1708
KLK Capital Management
California
$764K +$876K +4,050 New
BMA
1709
Brooks Moore & Associates
Tennessee
$763K +$16.2K +75 +2%
LA
1710
LVW Advisors
New York
$762K -$79.2K -366 -8%
CWM
1711
C2C Wealth Management
Arizona
$762K +$875K +4,042 New
AL
1712
Aspiriant LLC
California
$760K -$4.11K -19 -0.5%
NFSG
1713
Newbridge Financial Services Group
Florida
$760K +$518K +2,396 +147%
HCP
1714
Hexagon Capital Partners
Arkansas
$757K +$82.9K +383 +11%
CWM
1715
Calamos Wealth Management
Illinois
$754K -$6.8M -31,427 -89%
MFG
1716
Monte Financial Group
Connecticut
$751K +$862K +3,985 New
SOAMC
1717
Spirit of America Management Corp
New York
$749K +$86.6K +400 +11%
HPWM
1718
Highland Private Wealth Management
Washington
$748K -$72.1K -333 -8%
BL
1719
Balentine LLC
Georgia
$745K -$95.9K -443 -10%
CC
1720
Courier Capital
New York
$745K -$19K -88 -2%
LFA
1721
Laraway Financial Advisors
Minnesota
$745K +$855K +3,950 New
NSIM
1722
North Star Investment Management
Illinois
$743K +$84.4K +390 +11%
OL
1723
Optas LLC
Texas
$743K +$149K +687 +21%
WAL
1724
W Advisors LLC
Tennessee
$743K +$853K +3,942 New
ACM
1725
AUA Capital Management
Pennsylvania
$739K – – –