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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
1476
Wolff Wiese Magana
California
$878K +$70.4K +258 +7%
CCMD
1477
Cypress Capital Management (Delaware)
Delaware
$875K
LCS
1478
Levin Capital Strategies
New York
$875K
FSA
1479
Fort Sheridan Advisors
Illinois
$871K +$201K +738 +23%
CBT
1480
Central Bank & Trust
Kentucky
$867K -$28.7K -105 -3%
EA
1481
Emerald Advisers
Pennsylvania
$865K -$26.2K -96 -2%
AFG
1482
Allegheny Financial Group
Pennsylvania
$865K +$228K +837 +28%
IP
1483
Ignite Planners
California
$864K +$123K +450 +15%
FG
1484
Foster Group
Iowa
$861K +$208K +762 +25%
SVCP
1485
Silicon Valley Capital Partners
California
$860K -$682K -2,499 -39%
CAGAS
1486
Capital Advisory Group Advisory Services
Minnesota
$860K -$3.28K -12 -0.4%
RW
1487
REDW Wealth
New Mexico
$859K +$3.28K +12 +0.3%
AIM
1488
Anchor Investment Management
South Carolina
$858K +$72.9K +267 +8%
TFS
1489
TrustCore Financial Services
Tennessee
$857K +$86K +315 +9%
BLC
1490
Brown, Lisle/Cummings
Rhode Island
$855K
CNC
1491
Canandaigua National Corp
New York
$853K +$75.3K +276 +8%
JC
1492
JB Capital
Connecticut
$853K +$120K +441 +13%
OPW
1493
Oxler Private Wealth
New York
$852K
BAM
1494
Bellevue Asset Management
Washington
$850K +$13.9K +51 +1%
PCG
1495
Private Capital Group
Connecticut
$847K -$249K -912 -19%
HWM
1496
Horizon Wealth Management
Illinois
$846K +$117K +429 +13%
AAM
1497
Ascension Asset Management
New York
$846K +$1.03M +3,771 New
FWP
1498
Falcon Wealth Planning
California
$845K -$15.6K -57 -1%
NCGI
1499
Next Century Growth Investors
Minnesota
$843K +$3.28K +12 +0.3%
ZIG
1500
Zuckerman Investment Group
Illinois
$842K