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Name Holding Trade Value Shares
Change
Change in
Stake
CBTWT
2901
Community Bank & Trust (Waco, Texas)
Texas
$711K +$11.5K +26 +2%
CWM
2902
Castle Wealth Management
Florida
$710K -$6.21K -14 -0.9%
1NWS
2903
1 North Wealth Services
Maryland
$710K +$443 +1 +0.1%
HI
2904
Hudock Inc
Pennsylvania
$709K +$35.5K +80 +5%
CG
2905
Cynosure Group
Utah
$709K -$123K -278 -15%
HWA
2906
HighRoad Wealth Advisors
Oregon
$704K +$694K +1,566 New
VFPW
2907
Vantage Financial Partners (Wisconsin)
Wisconsin
$704K +$34.6K +78 +5%
APW
2908
Aurora Private Wealth
New Jersey
$704K +$694K +1,566 New
CAM
2909
Congress Asset Management
Massachusetts
$704K -$22.2K -50 -3%
CCM
2910
Consolidated Capital Management
California
$703K +$33.2K +75 +5%
FCM
2911
Firestone Capital Management
Florida
$703K +$5.76K +13 +0.8%
CCA
2912
Catalyst Capital Advisors
New York
$702K -$407K -919 -37%
LSWP
2913
Liberty Square Wealth Partners
Pennsylvania
$702K -$13.3K -30 -2%
OC
2914
Opal Capital
Florida
$701K +$740K +1,669 New
JWM
2915
JDH Wealth Management
California
$701K
MPIA
2916
Mountain Pacific Investment Advisers
Idaho
$701K
JWM
2917
Jacksonville Wealth Management
Florida
$700K -$4.43K -10 -0.6%
TCM
2918
TD Capital Management
Tennessee
$700K +$56.7K +128 +9%
MHC
2919
Meyer Handelman Company
New York
$699K
AFG
2920
ABLE Financial Group
Arizona
$699K +$25.3K +57 +4%
FLFS
2921
Family Legacy Financial Solutions
North Carolina
$699K +$20.8K +47 +3%
HBW
2922
Hazlett, Burt & Watson
West Virginia
$699K +$63.4K +143 +10%
MIG
2923
McGuire Investment Group
Rhode Island
$699K -$16K -36 -2%
RIA
2924
RPG Investment Advisory
California
$697K -$1.77K -4 -0.3%
VFA
2925
Voya Financial Advisors
Connecticut
$697K -$264K -596 -28%