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Name Holding Trade Value Shares
Change
Change in
Stake
DAM
1701
Derbend Asset Management
Georgia
$290K -$8.52K -468 -2%
SP
1702
Successful Portfolios
Florida
$290K -$6.17K -339 -2%
RC
1703
Roundview Capital
New Jersey
$289K -$60.8K -3,342 -15%
CNBTD
1704
Citizens National Bank Trust Department
Mississippi
$288K -$311K -17,097 -48%
TF
1705
Trek Financial
Arizona
$287K -$167K -9,175 -33%
WDG
1706
Wealth Dimensions Group
Ohio
$287K -$3.06K -168 -0.9%
MAM
1707
Martingale Asset Management
Massachusetts
$286K +$873 +48 +0.3%
ET
1708
Equitable Trust
Tennessee
$286K +$29.7K +1,631 +10%
T
1709
TCWP
Ohio
$286K +$77.4K +4,254 +30%
FPFS
1710
First Personal Financial Services
North Carolina
$285K +$258K +14,202 +322%
BIAS
1711
Beacon Investment Advisory Services
New Jersey
$284K -$17.6K -968 -5%
SWP
1712
ShoreHaven Wealth Partners
New Jersey
$284K +$3.46K +190 +1%
PA
1713
PSI Advisors
Florida
$283K -$2.66K -146 -0.8%
ACA
1714
Ascension Capital Advisors
Texas
$283K
PTP
1715
Platform Technology Partners
New York
$283K +$7.33K +403 +2%
RFA
1716
Resurgent Financial Advisors
Georgia
$283K +$159K +8,715 +90%
CRC
1717
Curi RMB Capital
Illinois
$282K -$48.3K -2,652 -13%
HNWAG
1718
High Net Worth Advisory Group
Florida
$282K -$728 -40 -0.2%
DG
1719
DMC Group
Alabama
$282K +$6.11K +336 +2%
MHR
1720
Matthew Hamilton Rosenberg
$282K +$16.9K +930 +5%
VC
1721
Vestor Capital
Illinois
$282K +$46.8K +2,570 +16%
NCM
1722
Noesis Capital Mangement
Florida
$282K +$120K +6,590 +56%
BFG
1723
Berger Financial Group
Minnesota
$281K +$5K +275 +2%
GFPC
1724
Global Financial Private Client
Florida
$281K +$90.7K +4,983 +39%
BFO
1725
Boston Family Office
Massachusetts
$280K -$9.1K -500 -3%