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Name Holding Trade Value Shares
Change
Change in
Stake
MPPW
1501
Mitchell & Pahl Private Wealth
Oklahoma
$756K +$9.66K +460 +1%
CIA
1502
Choate Investment Advisors
Massachusetts
$756K +$36.8K +1,754 +5%
PWPS
1503
Pinnacle Wealth Planning Services
Ohio
$755K -$2.23M -106,299 -74%
BFM
1504
Boston Financial Management
Massachusetts
$754K +$10.5K +499 +1%
EHWM
1505
Eads & Heald Wealth Management
Georgia
$753K -$158K -7,533 -17%
CWC
1506
Carolinas Wealth Consulting
North Carolina
$753K -$88.3K -4,201 -10%
MCM
1507
McRae Capital Management
New Jersey
$752K -$91.8K -4,369 -11%
DBRC
1508
D.B. Root & Company
Pennsylvania
$752K +$13K +618 +2%
IIC
1509
Integrated Investment Consultants
Michigan
$749K +$164K +7,825 +27%
AP
1510
Americana Partners
Texas
$748K +$175K +8,344 +29%
BMC
1511
Benin Management Corp
Connecticut
$745K
BI
1512
Ballast Inc
Kentucky
$745K +$30.9K +1,472 +4%
FWM
1513
Foresight Wealth Management
Utah
$744K -$55.4K -2,639 -7%
FA
1514
Financial Advisors
Massachusetts
$741K +$693 +33 +0.1%
DWM
1515
Dorchester Wealth Management
Quebec, Canada
$740K -$69.6K -3,314 -8%
LWCFA
1516
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$740K +$483K +23,007 +174%
BONH
1517
Bank of New Hampshire
New Hampshire
$739K
BCM
1518
Bayesian Capital Management
New York
$737K -$431K -20,522 -36%
MFG
1519
Magnus Financial Group
New York
$737K -$45.8K -2,182 -6%
MCA
1520
Magnolia Capital Advisors
Mississippi
$737K -$28K -1,334 -4%
AWAG
1521
ARS Wealth Advisors Group
Florida
$734K +$756K +35,986 New
UBG
1522
United Bank (Georgia)
Georgia
$730K -$21.1K -1,003 -3%
CTA
1523
Colonial Trust Advisors
South Carolina
$729K -$35K -1,665 -4%
LHC
1524
Little House Capital
Massachusetts
$725K -$898K -42,746 -55%
ARC
1525
Advisor Resource Council
Texas
$724K -$1.28M -61,027 -63%