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Name Holding Trade Value Shares
Change
Change in
Stake
PAG
1751
Pinnacle Advisory Group
Maryland
$577K -$4.11K -184 -0.7%
NFC
1752
Northeast Financial Consultants
Connecticut
$576K +$15.8K +708 +3%
SFG
1753
Sather Financial Group
Texas
$575K +$1.61K +72 +0.3%
SLA
1754
Silver Lake Advisory
Utah
$575K +$10.2K +455 +2%
OLA
1755
Oliver Luxxe Assets
New Jersey
$572K +$70K +3,134 +13%
ARMC
1756
American Research & Management Company
Massachusetts
$571K -$13.3K -596 -2%
AWM
1757
AllSquare Wealth Management
New York
$571K +$53.3K +2,384 +10%
DAM
1758
Doheny Asset Management
California
$569K +$120K +5,377 +26%
BHTS
1759
Bar Harbor Trust Services
Maine
$568K -$62K -2,776 -10%
HCM
1760
Howland Capital Management
Massachusetts
$568K -$10.2K -456 -2%
BCP
1761
Blue Chip Partners
Michigan
$566K -$227K -10,138 -28%
S
1762
SimplyRich
California
$565K
CFSG
1763
Community Financial Services Group
Vermont
$564K -$41K -1,833 -7%
SBL
1764
Sargent Bickham Lagudis
Colorado
$563K -$45.6K -2,041 -7%
BOS
1765
Bank of Stockton
California
$563K -$27.2K -1,219 -4%
AWM
1766
Apollon Wealth Management
South Carolina
$563K +$269K +12,020 +85%
NJBEST
1767
New Jersey Better Educational Savings Trust
New Jersey
$562K
DWM
1768
Dakota Wealth Management
Florida
$560K -$727K -32,528 -56%
CT
1769
Clearstead Trust
Maine
$558K -$46.3K -2,070 -7%
AIM
1770
ARGA Investment Management
Connecticut
$558K -$43.4K -1,940 -7%
OAM
1771
Occidental Asset Management
California
$558K -$2.97K -133 -0.5%
IIC
1772
Integrated Investment Consultants
Michigan
$558K +$61.5K +2,751 +12%
CFA
1773
Capstone Financial Advisors
Illinois
$558K +$326K +14,578 +129%
QI
1774
Qtron Investments
Massachusetts
$557K
FC
1775
Ferris Capital
Massachusetts
$557K +$3.17K +142 +0.6%