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Name Holding Trade Value Shares
Change
Change in
Stake
LF
1651
Lee Financial
Texas
$757K +$12.5K +523 +2%
PWPS
1652
Pinnacle Wealth Planning Services
Ohio
$757K +$44.1K +1,839 +7%
CYG
1653
Clean Yield Group
Vermont
$757K +$50.5K +2,105 +8%
FAM
1654
Formidable Asset Management
Ohio
$757K +$707K +29,489 New
CGA
1655
Crescent Grove Advisors
Illinois
$754K -$11.4K -476 -2%
BIA
1656
Bigelow Investment Advisors
Maine
$751K -$93.4K -3,895 -12%
PCMK
1657
Paragon Capital Management (Kansas)
Kansas
$751K -$45.7K -1,904 -6%
GFS
1658
GYL Financial Synergies
Connecticut
$750K -$9.31K -388 -1%
CC
1659
Cypress Capital
Tennessee
$750K +$35.1K +1,465 +5%
HA
1660
Halsey Associates
Connecticut
$749K -$49.2K -2,053 -6%
DBIA
1661
Dumont & Blake Investment Advisors
New Jersey
$748K -$13.4K -559 -2%
TSWM
1662
Triangle Securities Wealth Management
North Carolina
$746K +$235K +9,801 +51%
EWM
1663
Endurance Wealth Management
Rhode Island
$742K -$10.5K -436 -1%
UF
1664
Univest Financial
Pennsylvania
$740K -$188K -7,848 -21%
DMK
1665
David M. Knott
$739K
FNT
1666
First Nebraska Trust
Nebraska
$737K
PK
1667
Pflug Koory
Nebraska
$735K +$3.81K +159 +0.6%
PA
1668
PFG Advisors
Arizona
$735K +$93.8K +3,911 +16%
WBC
1669
West Branch Capital
Massachusetts
$734K +$72.5K +3,021 +12%
CIP
1670
Cornerstone Investment Partners
Georgia
$732K -$28.6K -1,192 -4%
RWP
1671
RWA Wealth Partners
Massachusetts
$732K -$14.8K -619 -2%
NSB
1672
Norway Savings Bank
Maine
$732K +$21.2K +885 +3%
WIP
1673
Wellesley Investment Partners
Massachusetts
$732K +$694K +28,927 New
PAG
1674
Pinnacle Advisory Group
Maryland
$731K -$40.4K -1,684 -6%
BWP
1675
Bernardo Wealth Planning
Pennsylvania
$731K +$14K +584 +2%