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Name Holding Trade Value Shares
Change
Change in
Stake
CAS
1801
Cascadia Advisory Services
Oregon
$621K +$600K +27,153 New
GAM
1802
Gemmer Asset Management
California
$620K +$376 +17 +0.1%
FUBT
1803
First United Bank & Trust
Maryland
$617K -$7.27K -329 -1%
MMHP
1804
Murphy Middleton Hinkle & Parker
Georgia
$617K +$9.53K +431 +2%
FFC
1805
First Financial Corp
Indiana
$616K -$36.7K -1,661 -6%
MFGM
1806
Marshall Financial Group (Maryland)
Maryland
$616K +$39.4K +1,782 +7%
AMCA
1807
Arthur M. Cohen & Associates
Illinois
$615K -$41K -1,853 -6%
MCM
1808
Manchester Capital Management
Vermont
$615K
PIA
1809
Perennial Investment Advisors
California
$614K +$36.6K +1,655 +7%
OLA
1810
Oliver Luxxe Assets
New Jersey
$613K +$3.1K +140 +0.5%
AA
1811
Argent Advisors
Louisiana
$613K +$5.7K +258 +1%
CFSG
1812
Community Financial Services Group
Vermont
$613K +$9.15K +414 +2%
4WM
1813
44 Wealth Management
Oregon
$613K +$593K +26,806 New
AWAP
1814
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$612K -$47.4K -2,146 -7%
GWAM
1815
Guardian Wealth Advisors (Minnesota)
Minnesota
$612K +$5.79K +262 +1%
ARG
1816
Advisory Resource Group
Oklahoma
$611K +$59.1K +2,671 +11%
SWP
1817
ShoreHaven Wealth Partners
New Jersey
$610K +$50.7K +2,295 +9%
22CM
1818
20/20 Capital Management
California
$610K +$59.6K +2,695 +11%
EWM
1819
Endurance Wealth Management
Rhode Island
$608K -$42.1K -1,903 -7%
CFFP
1820
Center for Financial Planning
Michigan
$608K -$36.6K -1,656 -6%
DMK
1821
David M. Knott
$607K -$58.5K -2,648 -9%
GWS
1822
Glassman Wealth Services
Virginia
$607K +$9.53K +431 +2%
PFA
1823
Paradigm Financial Advisors
Missouri
$606K -$76.9K -3,480 -12%
BEI
1824
Benjamin Edwards Inc
Missouri
$606K +$1.73K +78 +0.3%
WDG
1825
Wealth Dimensions Group
Ohio
$606K +$28.9K +1,307 +5%