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Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1776
Beaumont Financial Advisors
Massachusetts
$593K +$75.6K +3,152 +16%
ECM
1777
Exchange Capital Management
Michigan
$590K
AWM
1778
AllSquare Wealth Management
New York
$589K -$7.24K -302 -1%
SWM
1779
Shakespeare Wealth Management
Wisconsin
$588K +$57.8K +2,410 +12%
DOA
1780
D'Orazio & Associates
Virginia
$586K +$22.5K +939 +4%
ACP
1781
Aveo Capital Partners
Colorado
$584K +$19.5K +812 +4%
HCM
1782
Harvest Capital Management
New Hampshire
$583K -$4.58K -191 -0.8%
BHWM
1783
Bay Harbor Wealth Management
Maryland
$583K -$2.66K -111 -0.5%
FDCC
1784
Foster Dykema Cabot & Co
Massachusetts
$583K
GIP
1785
Granite Investment Partners
California
$582K +$11.8K +494 +2%
PPW
1786
Pasadena Private Wealth
California
$579K +$76.3K +3,183 +16%
WCG
1787
Weaver Consulting Group
California
$577K
PSG
1788
Planning Solutions Group
Maryland
$576K -$44.9K -1,871 -8%
SM
1789
Salzhauer Michael
$576K
TF
1790
Tompkins Financial
New York
$575K -$578K -24,119 -52%
TCPWM
1791
Traverso Chambers Private Wealth Management
California
$575K -$1.85K -77 -0.3%
KF
1792
Krilogy Financial
Missouri
$575K +$38.5K +1,607 +8%
AI
1793
Accredited Investors
Minnesota
$573K -$50.6K -2,108 -9%
TIA
1794
Traphagen Investment Advisors
New Jersey
$571K +$13.8K +576 +3%
BWCS
1795
Beirne Wealth Consulting Services
Connecticut
$571K -$155K -6,476 -22%
NIM
1796
Nexus Investment Management
Ontario, Canada
$570K
IWA
1797
Inspirion Wealth Advisors
Illinois
$569K -$2.13K -89 -0.4%
HPWM
1798
Highland Private Wealth Management
Washington
$567K +$205K +8,547 +62%
RAM
1799
Redmond Asset Management
Virginia
$565K -$54K -2,250 -9%
SFSIG
1800
San Francisco Sentry Investment Group
California
$564K -$174K -7,252 -25%