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Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1476
Pettinga Financial Advisors
Indiana
$1.04M +$23.4K +857 +2%
WIC
1477
Whitegate Investment Counselors
New Hampshire
$1.04M -$3.61K -132 -0.3%
NDSI
1478
Newman Dignan & Sheerar Inc
Rhode Island
$1.04M +$34.9K +1,279 +3%
SWRP
1479
Summit Wealth & Retirement Planning
California
$1.03M +$69.7K +2,551 +6%
CC
1480
Cipher Capital
New York
$1.03M +$1.28M +46,917 New
BOPW
1481
Brandywine Oak Private Wealth
Pennsylvania
$1.03M +$60.5K +2,213 +5%
RTC
1482
Riverview Trust Company
Washington
$1.03M +$15.5K +567 +1%
TBNY
1483
Trustco Bank (New York)
New York
$1.03M -$10.2K -374 -0.8%
CWS
1484
Cypress Wealth Services
California
$1.03M +$103K +3,777 +9%
CIM
1485
CIM Investment Management
Pennsylvania
$1.02M -$13.8K -505 -1%
EWM
1486
Executive Wealth Management
Michigan
$1.02M +$262K +9,584 +26%
LSAG
1487
Lake Street Advisors Group
New Hampshire
$1.02M +$274K +10,020 +28%
GRP
1488
Global Retirement Partners
California
$1.01M -$6.17K -226 -0.5%
MWM
1489
Mission Wealth Management
California
$1.01M -$123K -4,511 -9%
CFA
1490
Camarda Financial Advisors
Florida
$1.01M +$70.7K +2,587 +6%
ET
1491
Equitable Trust
Tennessee
$1.01M +$48.2K +1,765 +4%
CIM
1492
Corda Investment Management
Texas
$1.01M -$75.6K -2,767 -6%
I
1493
IberiaBank
Louisiana
$1M +$500K +18,285 +67%
CIA
1494
Choate Investment Advisors
Massachusetts
$1M -$7.84K -287 -0.6%
MGIA
1495
Moneta Group Investment Advisors
Missouri
$1M -$322K -11,768 -21%
FP
1496
Fiduciary Planning
Florida
$1M +$1.03M +37,607 +483%
GWCM
1497
Godshalk Welsh Capital Management
Pennsylvania
$998K -$7.24K -265 -0.6%
SAM
1498
SignalPoint Asset Management
Missouri
$998K +$76.3K +2,791 +7%
NERM
1499
New England Research & Management
Illinois
$998K +$787K +28,797 +174%
ISWM
1500
Independent Solutions Wealth Management
New York
$997K -$80.5K -2,947 -6%