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Name Holding Trade Value Shares
Change
Change in
Stake
LOWM
1401
Laurel Oak Wealth Management
New Jersey
$606K -$121K -4,870 -14%
PWW
1402
Pettyjohn Wood & White
Virginia
$605K -$48.8K -1,968 -6%
RWM
1403
RKL Wealth Management
Pennsylvania
$604K -$190K -7,665 -21%
HPM
1404
Hudson Portfolio Management
New York
$604K -$1.79K -72 -0.2%
VFM
1405
Vision Financial Markets
Connecticut
$604K +$50 +2 +0%
SFG
1406
Stonebridge Financial Group
California
$602K +$722K +29,084 New
SCI
1407
S&CO Inc
Massachusetts
$601K – – –
CAI
1408
Capital Advisors Inc
Oklahoma
$600K +$3.15K +127 +0.4%
TCM
1409
Towercrest Capital Management
Pennsylvania
$599K +$1.12K +45 +0.2%
CBT
1410
Crews Bank & Trust
Florida
$599K -$13.6K -548 -2%
AWMG
1411
Alliance Wealth Management Group
New Jersey
$599K +$1.12K +45 +0.2%
FNFDCM
1412
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$599K +$4.44K +179 +0.6%
DJSG
1413
D.J. St. Germain
Massachusetts
$596K -$5.73K -231 -0.8%
RBFC
1414
Roman Butler Fullerton & Co
Missouri
$595K +$496 +20 +0.1%
PCA
1415
Peddock Capital Advisors
Massachusetts
$594K – – –
RPC
1416
Rossmore Private Capital
Connecticut
$594K – – –
SLC
1417
Second Line Capital
Louisiana
$593K -$13.6K -546 -2%
MPWT
1418
MassMutual Private Wealth & Trust
Connecticut
$592K -$50.1K -2,017 -7%
HWAM
1419
Hennion & Walsh Asset Management
New Jersey
$589K -$14K -566 -2%
HI
1420
Hudock Inc
Pennsylvania
$585K +$174 +7 +0%
QFA
1421
Quantum Financial Advisors
California
$584K -$1.07K -43 -0.2%
Kovitz Investment Group Partners
1422
Kovitz Investment Group Partners
Illinois
$584K -$52.5K -2,115 -7%
BST
1423
Bath Savings Trust
Maine
$583K -$12.5K -503 -2%
MIM
1424
Marco Investment Management
Georgia
$582K +$25 +1 +0%
MCA
1425
Millennium Capital Advisors
Arkansas
$581K -$65.7K -2,649 -9%