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Name Holding Trade Value Shares
Change
Change in
Stake
MSA
1851
Marino Stram & Associates
Massachusetts
$285K +$3.16K +159 +1%
VP
1852
Verum Partners
North Carolina
$285K -$3.8K -191 -1%
CWM
1853
Calamos Wealth Management
Illinois
$284K +$9.65K +485 +4%
CS
1854
Cannell & Spears
New York
$284K -$85.4K -4,292 -25%
SAI
1855
Savvy Advisors Inc
New York
$284K +$257K +12,920 New
RWI
1856
Red Wave Investments
Pennsylvania
$284K +$1.47K +74 +0.6%
PMAM
1857
Picton Mahoney Asset Management
Ontario, Canada
$283K -$2.94K -148 -1%
DWM
1858
Darwin Wealth Management
Florida
$283K -$119 -6 -0%
CB
1859
CNB Bank
Pennsylvania
$283K +$38.4K +1,930 +18%
AFAS
1860
Acorn Financial Advisory Services
Virginia
$283K -$17.1K -858 -6%
AP
1861
Appleton Partners
Massachusetts
$282K +$418 +21 +0.2%
PJWM
1862
Philip James Wealth Mangement
Georgia
$282K +$255K +12,807 New
MLFP
1863
MPS Loria Financial Planners
Illinois
$281K -$21.4K -1,076 -8%
PMG
1864
Private Management Group
California
$281K -$3.44K -173 -1%
MIP
1865
Marietta Investment Partners
Wisconsin
$281K – – –
FFA
1866
Fragasso Financial Advisors
Pennsylvania
$279K +$24.3K +1,221 +11%
NSB
1867
Norway Savings Bank
Maine
$279K -$21.9K -1,101 -8%
GWM
1868
GSB Wealth Management
Connecticut
$279K -$19.3K -970 -7%
PWM
1869
Paulson Wealth Management
Illinois
$278K +$8.44K +424 +3%
WAS
1870
Winch Advisory Services
Wisconsin
$278K -$8.79K -442 -3%
TWM
1871
Trueblood Wealth Management
Ohio
$277K +$338 +17 +0.1%
PB
1872
Pinnacle Bancorp
Nebraska
$277K – – –
RFA
1873
Register Financial Advisors
Georgia
$277K +$1.67K +84 +0.7%
SPA
1874
Shore Point Advisors
New Jersey
$276K +$250K +12,559 New
LGA
1875
Lebenthal Global Advisors
New York
$276K -$4.14K -208 -2%