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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1651
StrategIQ Financial Group
Indiana
$311K -$21.9K -100 -7%
CCA
1652
Cobblestone Capital Advisors
New York
$311K +$1.97K +9 +0.7%
WA
1653
Wealth Alliance
New York
$311K +$282K +1,287 New
NJBEST
1654
New Jersey Better Educational Savings Trust
New Jersey
$310K
SP
1655
Successful Portfolios
Florida
$310K
HFG
1656
Heron Financial Group
New York
$309K
MWPCG
1657
Measured Wealth Private Client Group
New Hampshire
$309K +$3.06K +14 +1%
AWA
1658
Aaron Wealth Advisors
Illinois
$308K -$1.09K -5 -0.4%
WA
1659
Wambolt & Associates
Colorado
$308K +$277K +1,267 New
PCM
1660
Poehling Capital Management
Wisconsin
$307K
SW
1661
SlateStone Wealth
Florida
$305K -$25.2K -115 -8%
CWA
1662
Clarity Wealth Advisors
California
$305K -$23.2K -106 -8%
RF
1663
RHS Financial
California
$305K
IA
1664
Insight Advisors
Pennsylvania
$305K +$7.88K +36 +3%
EP
1665
EPIQ Partners
Minnesota
$304K -$7.88K -36 -3%
PSB
1666
Piscataqua Savings Bank
New Hampshire
$304K -$2.19K -10 -0.8%
NEGWA
1667
New England Guild Wealth Advisors
Connecticut
$304K
GSWM
1668
Golden State Wealth Management
California
$304K +$876 +4 +0.3%
Bank Julius Baer & Co
1669
Bank Julius Baer & Co
Switzerland
$303K -$623K -2,848 -69%
DWM
1670
Darwin Wealth Management
Florida
$303K +$13.4K +61 +5%
KPCM
1671
Kings Point Capital Management
New York
$302K -$9.41K -43 -3%
MAG
1672
Mayfair Advisory Group
Alabama
$302K
WKWM
1673
Walter & Keenan Wealth Management
Indiana
$302K
GAB
1674
German American Bancorp
Indiana
$302K +$43.8K +200 +19%
BCM
1675
Boltwood Capital Management
California
$300K