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Name Holding Trade Value Shares
Change
Change in
Stake
CWS
1701
Cypress Wealth Services
California
$828K +$14.1K +339 +2%
FFA
1702
Fragasso Financial Advisors
Pennsylvania
$827K -$723K -17,335 -48%
WA1
1703
Wimmer Associates 1
California
$826K +$7.72K +185 +1%
KIG
1704
Kowal Investment Group
Wisconsin
$826K +$17.9K +430 +2%
SMFG
1705
Sumitomo Mitsui Financial Group
Japan
$826K +$4.63K +111 +0.6%
IA
1706
Insight Advisors
Pennsylvania
$822K +$17K +408 +2%
RHDIC
1707
R.H. Dinel Investment Counsel
California
$817K
NCM
1708
NCM Capital Management
New Jersey
$815K
FB
1709
First Bancorp
Maine
$814K -$129K -3,084 -15%
MIC
1710
Means Investment Company
Maine
$814K -$7.89K -189 -1%
WAG
1711
Wallace Advisory Group
California
$814K -$25.3K -605 -3%
WKSWA
1712
White Knight Strategic Wealth Advisors
New Jersey
$813K +$480K +11,491 +174%
OFS
1713
Orrstown Financial Services
Pennsylvania
$811K +$455K +10,892 +152%
SI
1714
Saxon Interests
Texas
$809K +$62.2K +1,491 +9%
EA
1715
Emerald Advisors
Washington
$808K +$21.6K +517 +3%
JE
1716
JMAC Enterprises
Pennsylvania
$806K -$14.6K -349 -2%
TWM
1717
Trueblood Wealth Management
Ohio
$806K -$1.38K -33 -0.2%
TA
1718
TFB Advisors
Kansas
$803K +$44.2K +1,060 +6%
CAMV
1719
Concord Asset Management (Virginia)
Virginia
$800K +$57.1K +1,367 +8%
PA
1720
PSI Advisors
Florida
$799K -$120K -2,877 -14%
RW
1721
Rede Wealth
Virginia
$799K -$4.17K -100 -0.6%
PF
1722
Phoenix Financial
Israel
$799K +$367K +8,789 +98%
AWAP
1723
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$799K +$1.04K +25 +0.1%
KFA
1724
Kelleher Financial Advisors
New York
$797K +$21.3K +511 +3%
FFWA
1725
FRG Family Wealth Advisors
Washington
$797K -$16.7K -400 -2%