Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
1776
TRUE Private Wealth Advisors
Oregon
$284K -$17.2K -1,010 -5%
NECFA
1777
New England Capital Financial Advisors
Connecticut
$283K -$18K -1,059 -6%
HCM
1778
Hall Capital Management
Rhode Island
$283K -$4.26K -250 -1%
WC
1779
Woodstock Corp
Massachusetts
$283K -$2.98K -175 -1%
RPCONE
1780
Retirement Planning Company of New England
Rhode Island
$283K +$136 +8 +0%
SRSA
1781
S.R. Schill & Associates
Washington
$282K – – –
LGA
1782
Lebenthal Global Advisors
New York
$282K -$39.3K -2,309 -12%
HWAM
1783
Hennion & Walsh Asset Management
New Jersey
$281K -$101K -5,944 -25%
IWP
1784
Icon Wealth Partners
Texas
$280K -$11.4K -672 -4%
RWA
1785
Redmont Wealth Advisors
Illinois
$280K -$4.5K -264 -1%
AWA
1786
Aaron Wealth Advisors
Illinois
$279K -$96.6K -5,672 -24%
6F
1787
626 Financial
Michigan
$279K +$36.8K +2,161 +14%
ECM
1788
Exchange Capital Management
Michigan
$279K – – –
PM
1789
Penbrook Management
New York
$278K +$297K +17,430 New
FA
1790
Faithward Advisors
Pennsylvania
$276K -$120K -7,065 -27%
CB
1791
CNB Bank
Pennsylvania
$276K +$33.6K +1,975 +13%
CAMG
1792
CWA Asset Management Group
Florida
$275K -$158K -9,263 -35%
PFG
1793
Piershale Financial Group
Illinois
$275K +$290 +17 +0.1%
PMG
1794
Private Management Group
California
$274K +$83.4K +4,899 +40%
BTIM
1795
BancFirst Trust & Investment Management
Oklahoma
$274K -$92.1K -5,408 -24%
SCM
1796
Sterneck Capital Management
Missouri
$274K -$13.2K -775 -4%
AF
1797
Affiance Financial
Minnesota
$274K +$23K +1,348 +9%
PSCM
1798
Per Stirling Capital Management
Texas
$273K -$14.5K -850 -5%
AR
1799
Advisory Research
Illinois
$273K +$291K +17,107 New
SCP
1800
Sandhill Capital Partners
New York
$272K – – –