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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1826
S.A. Mason
Michigan
$570K +$6.15K +270 +1%
EWM
1827
EPG Wealth Management
Georgia
$570K +$70.3K +3,089 +14%
PIMG
1828
Patriot Investment Management Group
Tennessee
$567K +$9.54K +419 +2%
AIA
1829
AIMZ Investment Advisors
California
$567K
AAM
1830
AMI Asset Management
California
$566K -$7.77K -341 -1%
MWM
1831
Maltin Wealth Management
New Jersey
$565K -$267K -11,708 -32%
CAGAS
1832
Capital Advisory Group Advisory Services
Minnesota
$565K +$295K +12,972 +110%
BEI
1833
Benjamin Edwards Inc
Missouri
$563K -$296K -13,001 -35%
CIC
1834
Cutler Investment Counsel
Oregon
$562K -$5.18M -227,658 -90%
CCG
1835
Chatham Capital Group
Georgia
$561K -$109K -4,800 -16%
GA
1836
Geller Advisors
New York
$558K +$557K +24,454 New
SWM
1837
Shakespeare Wealth Management
Wisconsin
$556K +$32.7K +1,435 +6%
AWM
1838
AllSquare Wealth Management
New York
$552K +$20.7K +909 +4%
SB
1839
Strategic Blueprint
Georgia
$550K -$1.66M -72,880 -75%
MFG
1840
Monte Financial Group
Connecticut
$546K -$21K -924 -4%
BWFA
1841
Baltimore-Washington Financial Advisors
Maryland
$544K +$5.21K +229 +1%
KP
1842
Keel Point
Alabama
$543K -$66K -2,898 -11%
SP
1843
Successful Portfolios
Florida
$543K -$16.4K -719 -3%
PIA
1844
Pinion Investment Advisors
Kansas
$541K -$23.2K -1,018 -4%
PBO
1845
Peoples Bank (Ohio)
Ohio
$541K -$7.04K -309 -1%
NB
1846
Nicolet Bankshares
Wisconsin
$541K -$2.71K -119 -0.5%
ACP
1847
Aviance Capital Partners
Florida
$540K -$43.2K -1,898 -7%
FFA
1848
Fragasso Financial Advisors
Pennsylvania
$540K -$20.1K -883 -4%
ECM
1849
Exchange Capital Management
Michigan
$540K -$2.6K -114 -0.5%
TF
1850
Tompkins Financial
New York
$539K -$114K -4,997 -17%