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Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1051
Cobblestone Capital Advisors
New York
$333K
WSC
1052
Wellington Shields & Co
New York
$331K -$2.76K -35 -0.9%
RFS
1053
Retirement Financial Solutions
Tennessee
$331K
CFP
1054
Catalyst Financial Partners
Massachusetts
$330K +$32.6K +414 +10%
PPWP
1055
Premier Path Wealth Partners
New Jersey
$330K +$36.3K +461 +13%
CT
1056
Clearstead Trust
Maine
$329K -$101K -1,278 -24%
ESB
1057
Essex Savings Bank
Connecticut
$329K
GIA
1058
Gladstone Institutional Advisory
Florida
$329K -$29.6K -375 -8%
1IA
1059
1620 Investment Advisors
Massachusetts
$327K -$245K -3,104 -80%
SI
1060
Symmetry Investments
Jersey
$327K +$317K +4,028 New
TT
1061
TI-Trust
Illinois
$326K
IIA
1062
ICW Investment Advisors
Arizona
$325K +$473 +6 +0.2%
BWA
1063
BlueChip Wealth Advisors
Georgia
$325K
GAG
1064
GM Advisory Group
New York
$324K
NAS
1065
Nicolet Advisory Services
Wisconsin
$322K +$3.63K +46 +1%
AG
1066
Advocate Group
Minnesota
$319K
FWCM
1067
Ferguson Wellman Capital Management
Oregon
$319K
WB
1068
Webster Bank
Connecticut
$318K
PAI
1069
Pittenger & Anderson Inc
Nebraska
$317K
C
1070
Certuity
Florida
$317K +$308K +3,907 New
CPA
1071
Capital Planning Advisors
California
$317K +$15.8K +200 +5%
MC
1072
Mathes Company
New York
$317K
HCM
1073
Hengehold Capital Management
Ohio
$316K -$1.26K -16 -0.4%
RIA
1074
Richwood Investment Advisors
Ohio
$316K
IAS
1075
Insigneo Advisory Services
Florida
$315K -$32.5K -412 -10%