Name Holding Trade Value Shares
Change
Change in
Stake
MDA
1726
Minot DeBlois Advisors
Massachusetts
$759K -$31.6K -779 -4%
PAS
1727
PKS Advisory Services
New York
$759K -$104K -2,560 -12%
NG
1728
Novem Group
New York
$755K +$3.12K +77 +0.4%
AGWCA
1729
Annis Gardner Whiting Capital Advisors
Florida
$755K +$257K +6,340 +52%
WFC
1730
Western Financial Corp
California
$754K – – –
RIP
1731
Reliant Investment Partners
North Carolina
$753K -$10.7K -264 -1%
KJWM
1732
Kiley Juergens Wealth Management
Washington
$750K +$8.23K +203 +1%
MA
1733
MCF Advisors
Kentucky
$749K +$398K +9,818 +114%
WAG
1734
Wallace Advisory Group
California
$749K -$279K -6,883 -27%
WC
1735
Westerkirk Capital
$749K -$469K -11,572 -39%
SDH
1736
Sloy Dahl & Holst
Washington
$744K -$40.7K -1,004 -5%
NSIM
1737
North Star Investment Management
Illinois
$744K -$690 -17 -0.1%
BBFA
1738
Brindle & Bay Financial Advisors
Texas
$744K +$741K +18,263 New
SWA
1739
Sax Wealth Advisors
New Jersey
$743K -$233K -5,741 -24%
PIM
1740
Penobscot Investment Management
Massachusetts
$743K -$202K -4,982 -21%
CWG
1741
Cornerstone Wealth Group
North Carolina
$742K +$81.6K +2,012 +12%
WETS
1742
Wealth Enhancement Trust Services
South Dakota
$741K +$738K +18,204 New
FWP
1743
FAS Wealth Partners
Kansas
$741K -$1.74K -43 -0.2%
RHDIC
1744
R.H. Dinel Investment Counsel
California
$741K – – –
NHT
1745
New Hampshire Trust
New Hampshire
$740K -$17.4K -429 -2%
MSWM
1746
McGlone Suttner Wealth Management
Wisconsin
$739K -$12.3K -304 -2%
CL
1747
COWA LLC
Oklahoma
$738K +$48.1K +1,185 +7%
ACGA
1748
Atlanta Consulting Group Advisors
Georgia
$738K +$38.4K +946 +6%
TDB
1749
Thompson David Blair
$736K +$733K +18,077 New
DWA
1750
Douglass Winthrop Advisors
New York
$736K -$502K -12,374 -41%