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Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1301
Novare Capital Management
North Carolina
$599K +$7.81K +449 +1%
CD
1302
Chapin Davis
Maryland
$599K -$33.8K -1,946 -6%
GC
1303
Grimes & Company
Massachusetts
$598K +$10K +576 +2%
EHC
1304
Everett Harris & Co
California
$597K -$168K -9,682 -24%
PP
1305
PDS Planning
Ohio
$596K +$19.4K +1,118 +4%
BHWM
1306
Bar Harbor Wealth Management
New Hampshire
$595K -$72.4K -4,166 -12%
BFS
1307
Bradley Foster & Sargent
Connecticut
$594K +$9.91K +570 +2%
CPSAC
1308
Chas P. Smith & Associates (CPS)
Florida
$593K -$11.8K -681 -2%
GCIM
1309
Gunn & Company Investment Management
Florida
$593K +$540K +31,045 New
LFG
1310
Larson Financial Group
Missouri
$593K -$15K -861 -3%
SEIA
1311
Signature Estate & Investment Advisors
California
$593K +$347K +19,949 +180%
SIC
1312
Samalin Investment Counsel
New York
$592K -$9.84K -566 -2%
CAI
1313
Capital Advisors Inc
Oklahoma
$592K +$213K +12,240 +65%
EWA
1314
Etesian Wealth Advisors
Oregon
$589K -$67.6K -3,885 -11%
MYIA
1315
Mount Yale Investment Advisors
Colorado
$588K -$11.2K -644 -2%
TCM
1316
Towercrest Capital Management
Pennsylvania
$587K +$1.09K +63 +0.2%
SW
1317
SkyOak Wealth
Michigan
$587K -$104K -5,960 -16%
GFP
1318
Gryphon Financial Partners
Ohio
$587K -$16K -920 -3%
GI
1319
Gradient Investments
Minnesota
$586K +$125K +7,198 +31%
HCM
1320
Horrell Capital Management
Arkansas
$584K +$3.3K +190 +0.6%
ML
1321
McAdam LLC
Pennsylvania
$582K -$41.3K -2,375 -7%
GWP
1322
Gen-Wealth Partners
Michigan
$579K -$18.4K -1,060 -3%
RMDI
1323
R.M. Davis Inc
Maine
$577K +$55.5K +3,192 +12%
KWMG
1324
King Wealth Management Group
Florida
$577K -$8.78K -505 -2%
NEWAS
1325
N.E.W. Advisory Services
Wisconsin
$574K -$221K -12,694 -30%