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Name Holding Trade Value Shares
Change
Change in
Stake
WH
1501
Willner & Heller
California
$565K +$12.2K +540 +2%
WCG
1502
Weaver Consulting Group
California
$563K -$3.69K -164 -0.7%
TCM
1503
Triumph Capital Management
Colorado
$560K -$61.3K -2,723 -10%
BCM
1504
Birmingham Capital Management
Alabama
$559K -$26.1K -1,161 -5%
IAG
1505
Investment Advisory Group
Massachusetts
$559K -$990 -44 -0.2%
AA
1506
Ancora Advisors
Ohio
$555K -$24.4K -1,086 -4%
BFAG
1507
Blackston Financial Advisory Group
Florida
$555K -$5.02K -223 -0.9%
EI
1508
Ellevest Inc
New York
$554K -$10.1K -448 -2%
CWM
1509
Chesapeake Wealth Management
Virginia
$553K
RPGNY
1510
Retirement Planning Group (New York)
New York
$553K +$547K +24,292 New
MCA
1511
MSH Capital Advisors
Arizona
$553K -$40.4K -1,795 -7%
WAG
1512
Wheelhouse Advisory Group
Missouri
$552K +$39.2K +1,741 +8%
SC
1513
Schubert & Co
Texas
$550K +$1.49K +66 +0.3%
CWC
1514
Carolinas Wealth Consulting
North Carolina
$550K +$8.64K +384 +2%
BCM
1515
Boltwood Capital Management
California
$548K -$274K -12,159 -34%
EP
1516
Edgestream Partners
New Jersey
$546K -$4.26M -189,199 -89%
TAM
1517
Titleist Asset Management
Texas
$544K +$148K +6,595 +38%
WIP
1518
WealthCare Investment Partners
Rhode Island
$544K +$47.1K +2,092 +10%
RWMG
1519
Redwood Wealth Management Group
New Jersey
$541K +$3.62K +161 +0.7%
SH
1520
SLT Holdings
Arizona
$540K +$534K +23,725 New
PHS
1521
Pekin Hardy Strauss
Illinois
$540K +$21.4K +950 +4%
CFP
1522
Cascade Financial Partners
California
$539K +$45K +2,000 +9%
CHAM
1523
Clear Harbor Asset Management
Connecticut
$539K +$9K +400 +2%
AA
1524
Alta Advisers
United Kingdom
$537K +$51.7K +2,297 +11%
RB
1525
Rodgers Brothers
Pennsylvania
$537K -$9.43K -419 -2%