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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1476
EPG Wealth Management
Georgia
$542K +$28.7K +118 +5%
PWA
1477
Phoenix Wealth Advisors
North Carolina
$541K
GWAM
1478
Guardian Wealth Advisors (Minnesota)
Minnesota
$541K +$27.7K +114 +5%
SPWG
1479
Sage Private Wealth Group
Illinois
$540K -$5.35K -22 -0.9%
Members Trust
1480
Members Trust
Florida
$539K
RP
1481
Riverbridge Partners
Minnesota
$539K
SFI
1482
Susquehanna Fundamental Investments
Pennsylvania
$538K -$736K -3,026 -57%
GCMG
1483
Gyroscope Capital Management Group
Florida
$538K -$80K -329 -12%
EWM
1484
Evermay Wealth Management
Virginia
$536K -$31.6K -130 -5%
PWLP
1485
Prio Wealth Limited Partnership
Massachusetts
$535K
SSB
1486
Sandy Spring Bank
Maryland
$533K +$14.6K +60 +3%
VWA
1487
Visionary Wealth Advisors
Illinois
$533K +$54K +222 +11%
VCAM
1488
Van Cleef Asset Management
Ohio
$532K -$48.6K -200 -8%
SC
1489
Searle & Co
Connecticut
$532K
WC
1490
Westhampton Capital
North Carolina
$532K
HL
1491
HeadInvest LLC
Maine
$532K +$3.65K +15 +0.7%
GA
1492
GraniteShares Advisors
New York
$527K +$554K +2,279 New
BST
1493
Bath Savings Trust
Maine
$526K -$97.3K -400 -15%
FNC
1494
First National Corp
Massachusetts
$523K +$116K +475 +27%
AIA
1495
Arbor Investment Advisors
North Carolina
$520K +$243 +1 +0%
GCM
1496
G2 Capital Management
Ohio
$520K +$546K +2,245 New
SW
1497
SlateStone Wealth
Florida
$518K +$235K +967 +76%
RPCONE
1498
Retirement Planning Company of New England
Rhode Island
$518K +$544K +2,239 New
BFPW
1499
BOK Financial Private Wealth
Colorado
$516K -$15.8K -65 -3%
CA
1500
Continuum Advisory
Idaho
$516K +$8.51K +35 +2%