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Name Holding Trade Value Shares
Change
Change in
Stake
CBA
1726
Coastal Bridge Advisors
Connecticut
$321K +$3.77K +15 +1%
PA
1727
Paragon Advisors
Texas
$321K +$362K +1,440 New
BOTW
1728
Bank of the West
California
$320K +$101K +402 +39%
MCC
1729
Money Concepts Capital
Florida
$319K +$143K +570 +66%
IA
1730
IAM Advisory
Pennsylvania
$318K -$284K -1,131 -45%
HC
1731
Hamilton Capital
Ohio
$317K +$5.27K +21 +1%
HI
1732
Hoey Investments
Pennsylvania
$317K +$182K +723 +103%
ADL
1733
Asset Dedication LLC
California
$316K -$206K -822 -37%
FI
1734
FormulaFolio Investments
Michigan
$315K -$8.57M -34,125 -96%
RWM
1735
Reston Wealth Management
Virginia
$315K -$88.9K -354 -20%
HCM
1736
Hengehold Capital Management
Ohio
$315K -$62.5K -249 -15%
FA
1737
Fermata Advisors
California
$315K +$355K +1,413 New
FFA
1738
Founders Financial Alliance
North Carolina
$314K -$144K -573 -27%
AWM
1739
Altavista Wealth Management
North Carolina
$314K -$15.1K -60 -4%
GCIA
1740
Gabelli & Co Investment Advisers
New York
$314K
TWP
1741
Total Wealth Planning
Ohio
$313K -$5.27K -21 -1%
BBL
1742
Beck Bode LLC
Massachusetts
$313K +$353K +1,407 New
JBA
1743
Johnson Bixby & Associates
Washington
$312K -$121K -480 -26%
TCM
1744
Tuttle Capital Management
Connecticut
$312K +$352K +1,401 New
SFP
1745
Sterling Financial Planning
New Jersey
$311K -$37.7K -150 -10%
KTC
1746
Kistler-Tiffany Companies
Pennsylvania
$311K +$75.3K +300 +27%
RT
1747
Rockland Trust
Massachusetts
$310K +$30.1K +120 +9%
CCA
1748
Catalyst Capital Advisors
New York
$309K -$61K -243 -15%
ME
1749
McIlrath & Eck
Washington
$309K -$13.6K -54 -4%
FAT
1750
First American Trust
California
$309K +$45.9K +183 +15%