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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1726
Baystate Wealth Management
Massachusetts
$393K +$52.9K +1,864 +16%
CIC
1727
Canal Insurance Company
South Carolina
$392K
FCT
1728
Family Capital Trust
Massachusetts
$392K
HPWM
1729
Highland Private Wealth Management
Washington
$391K -$44.4K -1,565 -11%
MWM
1730
MinichMacGregor Wealth Management
New York
$390K +$10.7K +378 +3%
AEPG
1731
American Economic Planning Group
New Jersey
$390K +$14.4K +508 +4%
RI
1732
Ridgewood Investments
New Jersey
$390K +$77.8K +2,742 +26%
CG
1733
Corundum Group
Colorado
$389K +$60K +2,114 +19%
BCM
1734
Blume Capital Management
California
$388K -$45.1K -1,589 -11%
CWM
1735
Confluence Wealth Management
Oregon
$385K +$22.8K +804 +7%
IAA
1736
Ironsides Asset Advisors
North Carolina
$384K
DA
1737
Dillon & Associates
Michigan
$383K +$10.7K +376 +3%
ACM
1738
Armbruster Capital Management
New York
$379K -$40.2K -1,417 -10%
TCMG
1739
TSP Capital Management Group
New Jersey
$376K +$361K +12,709 New
CIP
1740
Cornerstone Investment Partners
Georgia
$375K
BCI
1741
Brinker Capital Investments
Pennsylvania
$375K +$35.7K +1,257 +11%
WA
1742
WP Advisors
California
$372K +$511 +18 +0.1%
MIS
1743
Morningstar Investment Services
Illinois
$372K +$44.1K +1,552 +14%
FAM
1744
Fenimore Asset Management
New York
$371K +$40K +1,410 +13%
PFA
1745
Pure Financial Advisors
California
$370K +$7.3K +257 +2%
KSA
1746
Ken Stern & Associates
California
$370K +$351K +12,366 New
LD
1747
Lipe & Dalton
New York
$369K +$74.4K +2,621 +27%
CAAS
1748
Capital Asset Advisory Services
Michigan
$362K -$19.7K -695 -5%
AW
1749
Alpha Windward
Massachusetts
$361K -$8.37K -295 -2%
IGGA
1750
Iron Gate Global Advisors
Utah
$358K