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Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1651
Clarus Wealth Advisors
Arizona
$887K -$106K -4,005 -11%
PL
1652
Parthenon LLC
Kentucky
$887K -$7.87K -297 -0.9%
BCP
1653
Blue Chip Partners
Michigan
$886K +$11.7K +441 +1%
PSC
1654
Prentiss Smith & Co
Vermont
$882K -$5.03K -190 -0.6%
BFA
1655
Beaumont Financial Advisors
Massachusetts
$882K +$197K +7,417 +32%
MWM
1656
Meridian Wealth Management
Kentucky
$880K -$102K -3,848 -11%
LDFR
1657
Lehman & Derafelo Financial Resources
Pennsylvania
$880K +$77.6K +2,930 +11%
EWM
1658
Executive Wealth Management
Michigan
$878K -$128K -4,826 -14%
CFG
1659
Cooper Financial Group
California
$871K -$52.9K -1,996 -6%
WPIC
1660
White Pine Investment Company
Michigan
$862K +$65.1K +2,459 +9%
GFS
1661
GYL Financial Synergies
Connecticut
$861K +$12.8K +482 +2%
BWP
1662
Bernardo Wealth Planning
Pennsylvania
$860K +$33.1K +1,249 +4%
CFSG
1663
Community Financial Services Group
Vermont
$860K +$39K +1,472 +5%
PGIM
1664
Pacific Global Investment Management
California
$851K -$12.7K -481 -2%
SMG
1665
Smart Money Group
Texas
$851K +$40K +1,509 +5%
IWP
1666
Icon Wealth Partners
Texas
$848K +$58.2K +2,195 +8%
WP
1667
Wedgewood Partners
Missouri
$846K -$48.2K -1,820 -6%
PB
1668
Pinnacle Bancorp
Nebraska
$845K -$39.5K -1,490 -5%
CB
1669
CNB Bank
Pennsylvania
$845K +$139K +5,237 +22%
Millennium Management
1670
Millennium Management
New York
$843K -$1.74M -65,539 -69%
WCM
1671
Weik Capital Management
Pennsylvania
$842K -$35.1K -1,324 -4%
I
1672
IberiaBank
Louisiana
$841K -$395K -14,904 -34%
CWM
1673
Cahaba Wealth Management
Georgia
$839K -$488K -18,412 -39%
BIA
1674
Bigelow Investment Advisors
Maine
$837K -$10.5K -397 -1%
DBIA
1675
Dumont & Blake Investment Advisors
New Jersey
$836K -$7.92K -299 -1%