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Name Holding Trade Value Shares
Change
Change in
Stake
IGWM
701
ICA Group Wealth Management
Colorado
$233K +$3.37K +42 +2%
KW
702
KWB Wealth
California
$231K – – –
WF
703
Welch & Forbes
Massachusetts
$228K -$8.03K -100 -3%
FFG
704
Ford Financial Group
California
$228K – – –
SI
705
SimpliFi Inc
California
$227K +$1.61K +20 +0.7%
CCC
706
Chelsea Counsel Company
California
$226K – – –
FAT
707
First American Trust
California
$226K – – –
Members Trust
708
Members Trust
Florida
$226K – – –
SLG
709
Stanley-Laman Group
Pennsylvania
$226K +$242K +3,010 New
IGGA
710
Iron Gate Global Advisors
Utah
$225K – – –
JFL
711
Jarislowsky, Fraser Ltd
Quebec, Canada
$225K – – –
WSC
712
Wellington Shields & Co
New York
$225K – – –
SCM
713
SOL Capital Management
Maryland
$224K -$4.5K -56 -2%
ANTB
714
AMG National Trust Bank
Colorado
$224K – – –
AWM
715
Aevitas Wealth Management
Massachusetts
$224K +$482 +6 +0.2%
MW
716
Marcum Wealth
Ohio
$223K -$98K -1,220 -29%
GFS
717
GYL Financial Synergies
Connecticut
$223K -$87.2K -1,086 -27%
CCFM
718
Clear Creek Financial Management
Washington
$223K +$238K +2,966 New
FA
719
Fermata Advisors
California
$222K +$238K +2,960 New
PCM
720
Prelude Capital Management
New York
$221K +$236K +2,936 New
C
721
CEDRUS
Colorado
$221K +$236K +2,936 New
TC
722
Telemus Capital
Michigan
$220K +$9.63K +120 +4%
MCM
723
Monument Capital Management
Virginia
$220K +$25.5K +318 +12%
EWA
724
EverSource Wealth Advisors
Alabama
$219K -$21.7K -270 -8%
MMM
725
Mendel Money Management
Illinois
$218K -$155K -1,930 -40%