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Name Holding Trade Value Shares
Change
Change in
Stake
RPCONE
626
Retirement Planning Company of New England
Rhode Island
$668K -$146K -2,339 -18%
9WM
627
9258 Wealth Management
Ohio
$668K -$4.23K -68 -0.7%
CWM
628
Circle Wealth Management
New Jersey
$664K +$140K +2,247 +28%
AAS
629
Ameritas Advisory Services
Nebraska
$664K -$103K -1,647 -15%
Empower Advisory Group
630
Empower Advisory Group
Colorado
$661K +$129K +2,080 +25%
GI
631
Gradient Investments
Minnesota
$658K +$35.9K +577 +6%
WF
632
Welch & Forbes
Massachusetts
$658K +$11.6K +187 +2%
ST
633
Smithfield Trust
Pennsylvania
$657K +$27.3K +438 +4%
ERIC
634
Eagle Rock Investment Company
Georgia
$653K
JWCA
635
J.W. Cole Advisors
Florida
$653K +$59.5K +956 +10%
JGUA
636
John G. Ullman & Associates
New York
$650K
PM
637
Penbrook Management
New York
$650K
TW
638
TrinityPoint Wealth
Connecticut
$647K +$6.35K +102 +1%
NCM
639
Northwest Capital Management
Oregon
$644K
TCOV
640
Trust Company of Vermont
Vermont
$638K -$52K -835 -8%
SC
641
Schulhoff & Co
Ohio
$633K +$1.25K +20 +0.2%
MHR
642
Matthew Hamilton Rosenberg
$629K -$7.28K -117 -1%
WAL
643
W Advisors LLC
Tennessee
$629K
PBT
644
Pictet Bank & Trust
Bahamas
$623K
CG
645
Clarus Group
Texas
$622K +$13K +209 +2%
ICA
646
Infrastructure Capital Advisors
New York
$620K +$747 +12 New
BTWM
647
Baker Tilly Wealth Management
Wisconsin
$617K -$61.5K -988 -9%
DT
648
Diversified Trust
Tennessee
$615K -$3.73K -60 -0.6%
FIM
649
Fruth Investment Management
Texas
$614K
DI
650
Diligent Investors
California
$613K -$12.4K -200 -2%