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Name Holding Trade Value Shares
Change
Change in
Stake
NIM
826
Northeast Investment Management
Massachusetts
$465K – – –
Empirical Wealth Management
827
Empirical Wealth Management
Washington
$462K -$15.2K -226 -3%
AlphaCore Capital
828
AlphaCore Capital
California
$460K +$423K +6,281 New
Advisors Capital Management
829
Advisors Capital Management
New Jersey
$459K +$7.81K +116 +2%
BFA
830
Bill Few Associates
Pennsylvania
$455K +$674 +10 +0.2%
Vaughan David Investments
831
Vaughan David Investments
Illinois
$454K -$5.59K -83 -1%
SN
832
Sittner & Nelson
Oregon
$454K +$135 +2 +0%
DWM
833
Drive Wealth Management
Utah
$453K +$3.17K +47 +0.8%
BWM
834
Baron Wealth Management
Michigan
$451K -$138K -2,055 -25%
FCG
835
Fielder Capital Group
Tennessee
$448K – – –
Axxcess Wealth Management
836
Axxcess Wealth Management
California
$448K +$3.5K +52 +0.9%
HA
837
Hamel Associates
New Jersey
$443K – – –
AAIM
838
Asset Advisors Investment Management
Georgia
$440K – – –
CIAS
839
CFS Investment Advisory Services
New Jersey
$436K +$606 +9 +0.2%
NAM
840
NorthCrest Asset Manangement
Minnesota
$436K +$160K +2,371 +66%
LCWP
841
Legacy Capital Wealth Partners
Arkansas
$435K -$2.83K -42 -0.7%
1WM
842
1900 Wealth Management
Texas
$435K +$3.23K +48 +0.8%
OPA
843
Old Port Advisors
Maine
$435K +$120K +1,786 +43%
BMCM
844
Bryn Mawr Capital Management
Pennsylvania
$432K – – –
FNBOH
845
First National Bank of Hutchinson
Kansas
$431K +$1.89K +28 +0.5%
PAA
846
Peregrine Asset Advisers
Oregon
$429K – – –
RIL
847
Rothschild Investment LLC
Illinois
$429K -$5.39K -80 -1%
HDIM
848
Hanson & Doremus Investment Management
Vermont
$429K -$3.71K -55 -0.9%
EW
849
Element Wealth
Mississippi
$428K +$2.42K +36 +0.6%
IAIM
850
International Assets Investment Management
Florida
$427K +$19.3K +287 +5%