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Name Holding Trade Value Shares
Change
Change in
Stake
CH
1601
Canton Hathaway
Rhode Island
$704K +$12.3K +45 +1%
Advance Capital Management
1602
Advance Capital Management
Michigan
$704K +$284K +1,041 +50%
ADL
1603
Asset Dedication LLC
California
$700K +$36K +132 +4%
JAWM
1604
J. Arnold Wealth Management
Ohio
$700K +$106K +390 +14%
MCM
1605
Maryland Capital Management
Maryland
$700K +$183K +672 +27%
FC
1606
Family CFO
California
$697K – – –
F.L. Putnam Investment Management
1607
F.L. Putnam Investment Management
Massachusetts
$694K +$210K +768 +33%
Modera Wealth Management
1608
Modera Wealth Management
New Jersey
$691K +$74.5K +273 +10%
HI
1609
Hoey Investments
Pennsylvania
$688K +$32.8K +120 +4%
HIS
1610
Horizon Investment Services
Indiana
$687K +$483K +1,770 +137%
ACM
1611
Aljian Capital Management
Nevada
$686K +$839K +3,072 New
VCM
1612
Vision Capital Management
Oregon
$685K -$123K -450 -13%
FC
1613
Financial Consulate
Maryland
$685K -$13.9K -51 -2%
MCIA
1614
Mountain Capital Investment Advisors
Colorado
$684K +$28.7K +105 +4%
EW
1615
Evoke Wealth
California
$684K +$60.6K +222 +8%
BFC
1616
Bedel Financial Consulting
Indiana
$679K +$50.8K +186 +7%
CBA
1617
Coastal Bridge Advisors
Connecticut
$679K +$409K +1,500 +98%
TCOT
1618
Trust Company of Toledo
Ohio
$676K +$9.83K +36 +1%
WWP
1619
Waypoint Wealth Partners
California
$675K -$2.46K -9 -0.3%
BFS
1620
Bickling Financial Services
Massachusetts
$675K +$5.73K +21 +0.7%
GA
1621
Geller Advisors
New York
$675K +$24.6K +90 +3%
LAS
1622
LWM Advisory Services
Florida
$675K +$85.2K +312 +12%
SIM
1623
SSI Investment Management
California
$674K – – –
BDWCC
1624
B&D White Capital Company
Texas
$673K – – –
CWM
1625
Chicago Wealth Management
Illinois
$673K – – –