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Name Holding Trade Value Shares
Change
Change in
Stake
MLFP
1601
MPS Loria Financial Planners
Illinois
$867K -$18.4K -830 -2%
BFO
1602
Boston Family Office
Massachusetts
$866K -$67K -3,031 -8%
MMG
1603
Monetary Management Group
Missouri
$862K -$143K -6,458 -15%
CIA
1604
Citadel Investment Advisory
Ohio
$860K
GD
1605
Grandfield & Dodd
New York
$860K +$14.9K +672 +2%
FA
1606
Faithward Advisors
Pennsylvania
$858K -$50K -2,260 -6%
BWM
1607
BCS Wealth Management
Tennessee
$857K +$259K +11,719 +45%
MSS
1608
Mitchell Sinkler & Starr
Pennsylvania
$855K -$162K -7,329 -16%
IAA
1609
Ironsides Asset Advisors
North Carolina
$855K
MCA
1610
Mercer Capital Advisers
New Jersey
$852K
M
1611
Mirova
France
$851K +$147K +6,641 +22%
FWM
1612
Focused Wealth Management
New York
$850K -$29.8K -1,348 -3%
KOC
1613
Koss-Olinger Consulting
Florida
$850K +$822K +37,161 New
PWMG
1614
Prestige Wealth Management Group
New Jersey
$848K -$35.2K -1,594 -4%
PPWP
1615
Proquility Private Wealth Partners
Nevada
$847K -$770K -34,804 -48%
CBFP
1616
Cedar Brook Financial Partners
Ohio
$847K -$166K -7,520 -17%
PPSG
1617
Princeton Portfolio Strategies Group
New Jersey
$845K +$71.7K +3,244 +10%
OSNBOA
1618
Old Second National Bank of Aurora
Illinois
$844K -$12.6K -568 -2%
SIA
1619
Strategic Investment Advisors
Michigan
$839K +$41.7K +1,884 +5%
PHS
1620
Pekin Hardy Strauss
Illinois
$839K +$90K +4,069 +12%
DAC
1621
Dividend Assets Capital
South Carolina
$838K +$7.67K +347 +1%
RWM
1622
RBA Wealth Management
California
$838K -$4.4K -199 -0.5%
CA
1623
Capitolis Advisors
New York
$837K -$2.72M -122,897 -77%
BHIA
1624
Birch Hill Investment Advisors
Massachusetts
$837K -$8.78K -397 -1%
CPIG
1625
Chicago Partners Investment Group
Illinois
$836K +$87.2K +3,943 +12%