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Name Holding Trade Value Shares
Change
Change in
Stake
AFW
2926
Avantra Family Wealth
Pennsylvania
$970K -$341K -1,061 -25%
WE
2927
Wealth Effects
Massachusetts
$969K +$1.61K +5 +0.2%
KA
2928
Kearns & Associates
California
$967K
EL
2929
EWA LLC
Pennsylvania
$965K +$119K +370 +13%
RSC
2930
Red Spruce Capital
Pennsylvania
$965K -$14.1K -44 -1%
SMA
2931
Sage Mountain Advisors
Georgia
$964K -$4.3M -13,359 -81%
CNBOF
2932
City National Bank of Florida
Florida
$964K -$148K -460 -13%
CPW
2933
Crestmont Private Wealth
Texas
$963K +$49.5K +154 +5%
MHC
2934
May Hill Capital
Massachusetts
$963K +$59.2K +184 +6%
HPC
2935
Hobart Private Capital
North Carolina
$959K -$663K -2,063 -39%
UIM
2936
Unified Investment Management
Georgia
$959K +$26.7K +83 +3%
SDWMA
2937
Schneider Downs Wealth Management Advisors
Pennsylvania
$959K -$1.29K -4 -0.1%
KCM
2938
KRS Capital Management
Michigan
$955K -$1.93K -6 -0.2%
KFAS
2939
Keating Financial Advisory Services
Kansas
$955K -$1.36M -4,233 -57%
WWM
2940
Walser Wealth Management
Florida
$955K +$205K +637 +25%
WTB
2941
Washington Trust Bank
Washington
$955K -$60.5K -188 -6%
ACA
2942
Adirondack Capital Advisors
New York
$955K +$10.9K +34 +1%
BCA
2943
Bay Capital Advisors
Virginia
$953K
KFA
2944
Kapstone Financial Advisors
Ohio
$953K +$47.9K +149 +5%
Twin Tree Management
2945
Twin Tree Management
Texas
$953K +$1.01M +3,152 New
LI
2946
LRI Investments
Florida
$952K -$571K -1,775 -6%
NEWAS
2947
N.E.W. Advisory Services
Wisconsin
$951K +$6.11K +19 +0.6%
DCM
2948
DGS Capital Management
New Jersey
$951K -$168K -523 -14%
BFC
2949
Bedel Financial Consulting
Indiana
$947K +$643 +2 +0.1%
WFM
2950
Wolff Financial Management
Michigan
$945K