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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1351
Proathlete Wealth Management
Florida
$625K +$44.1K +427 +7%
TPWA
1352
TRUE Private Wealth Advisors
Oregon
$623K -$101K -979 -13%
RLIM
1353
Red Lighthouse Investment Management
New York
$619K
HWM
1354
Hohimer Wealth Management
Washington
$617K +$15.5K +150 +2%
AFP
1355
Ausdal Financial Partners
Iowa
$617K +$128K +1,235 +24%
LCG
1356
Lakeshore Capital Group
Illinois
$616K +$13.1K +127 +2%
CSC
1357
Caldwell Sutter Capital
California
$615K -$32.5K -314 -5%
VIM
1358
Vancity Investment Management
British Columbia, Canada
$615K +$648K +6,271 New
ESB
1359
Essex Savings Bank
Connecticut
$614K -$113K -1,091 -15%
TA
1360
TFG Advisers
Michigan
$614K +$2.79K +27 +0.4%
PT
1361
Plimoth Trust
Massachusetts
$614K -$20.3K -196 -3%
BA
1362
Birinyi Associates
Connecticut
$613K -$30.5K -295 -5%
MCM
1363
Marathon Capital Management
Maryland
$612K -$2.58K -25 -0.4%
GGS
1364
Galvin Gaustad & Stein
Arizona
$611K -$85.8K -830 -12%
CPA
1365
Cardiff Park Advisors
California
$610K -$12.8K -124 -2%
CT
1366
Chicago Trust
Illinois
$610K -$264K -2,549 -29%
GCM
1367
Graham Capital Management
Connecticut
$609K +$642K +6,213 New
CCP
1368
Cushing Capital Partners
Wisconsin
$607K +$639K +6,185 New
CPSAC
1369
Chas P. Smith & Associates (CPS)
Florida
$607K -$53K -513 -8%
BFO
1370
Boston Family Office
Massachusetts
$606K -$49K -474 -7%
MCM
1371
Maple Capital Management
Vermont
$605K -$112K -1,081 -15%
UF
1372
Univest Financial
Pennsylvania
$603K +$42.1K +407 +7%
WGC
1373
Watts Gwilliam & Co
Arizona
$602K -$485K -4,689 -43%
RFG
1374
Range Financial Group
Oregon
$601K -$1.86K -18 -0.3%
CIC
1375
Carnegie Investment Counsel
Ohio
$600K +$117K +1,130 +19%