Name Holding Trade Value Shares
Change
Change in
Stake
WPW
1776
Waldron Private Wealth
Pennsylvania
$707K +$73.6K +1,815 +12%
ML
1777
McAdam LLC
Pennsylvania
$707K -$243 -6 -0%
SSG
1778
Summit Securities Group
New York
$707K +$104K +2,558 +17%
CBT
1779
Crews Bank & Trust
Florida
$704K -$43.1K -1,062 -6%
IP
1780
Investment Partners
Ohio
$704K -$11.1K -274 -2%
JJBC
1781
James J. Burns & Company
New York
$701K -$35.9K -886 -5%
SWP
1782
Strategic Wealth Partners
Ohio
$700K +$99.3K +2,449 +17%
MLM
1783
Mount Lucas Management
Pennsylvania
$697K +$16.3K +401 +2%
FMC
1784
First Merchants Corp
Indiana
$697K -$200K -4,925 -22%
LBC
1785
Lowe Brockenbrough & Co
Virginia
$695K -$33.2K -818 -5%
AWAP
1786
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$693K -$2.76K -68 -0.4%
TYCC
1787
Texas Yale Capital Corp
Florida
$693K +$129K +3,180 +23%
TL
1788
Tradewinds LLC
North Carolina
$691K -$102K -2,524 -13%
RWMG
1789
Redwood Wealth Management Group
New Jersey
$689K -$326K -8,032 -32%
CPSAC
1790
Chas P. Smith & Associates (CPS)
Florida
$688K +$115K +2,835 +20%
CFG
1791
Certior Financial Group
Pennsylvania
$688K +$19.8K +489 +3%
AO
1792
Advisor OS
Illinois
$688K -$16.9K -417 -2%
RBFC
1793
Roman Butler Fullerton & Co
Missouri
$686K +$4.02K +99 +0.6%
NC
1794
North Capital
Utah
$686K +$30K +739 +5%
LD
1795
Lipe & Dalton
New York
$684K +$16.2K +400 +2%
LA
1796
Lifeworks Advisors
Michigan
$682K -$98.8K -2,437 -13%
WKWM
1797
Walter & Keenan Wealth Management
Indiana
$681K -$197K -4,856 -23%
VI
1798
Versor Investments
New York
$679K -$1.03M -25,337 -60%
TAM
1799
Trillium Asset Management
Massachusetts
$679K -$172K -4,241 -22%
FRA
1800
Front Row Advisors
California
$677K -$35.2K -867 -5%