Name Holding Trade Value Shares
Change
Change in
Stake
CFG
1801
Certior Financial Group
Pennsylvania
$740K +$2.54K +61 +0.4%
DG
1802
DMC Group
Alabama
$739K +$73.3K +1,760 +12%
DFG
1803
Demars Financial Group
Washington
$739K +$31K +745 +5%
PPC
1804
Park Place Capital
Alabama
$738K +$72K +1,729 +12%
LI
1805
Lafayette Investments
Maryland
$737K -$151K -3,632 -18%
NHT
1806
New Hampshire Trust
New Hampshire
$736K +$11.4K +274 +2%
PG
1807
Proffitt & Goodson
Tennessee
$736K +$19.2K +461 +3%
BWM
1808
BCS Wealth Management
Tennessee
$735K +$223K +5,348 +49%
SWP
1809
ShoreHaven Wealth Partners
New Jersey
$727K -$7.04K -169 -1%
APG
1810
Abacus Planning Group
South Carolina
$726K +$31.7K +762 +5%
SPC
1811
Spirepoint Private Client
Florida
$725K -$34.2K -822 -5%
AFAS
1812
Acorn Financial Advisory Services
Virginia
$723K -$20.5K -493 -3%
DC
1813
DeDora Capital
California
$723K -$343K -8,242 -34%
BA
1814
Bridgewater Advisors
New York
$723K +$35.1K +844 +5%
FFA
1815
First Foundation Advisors
California
$721K -$23.3K -559 -3%
BSA
1816
Bull Street Advisors
Georgia
$721K -$250K -6,015 -27%
AWM
1817
Adams Wealth Management
Utah
$719K -$19.9K -479 -3%
CI
1818
CacheTech Inc
Utah
$719K -$19.9K -479 -3%
JCM
1819
J2 Capital Management
Michigan
$717K -$4K -96 -0.6%
MCM
1820
Manchester Capital Management
Vermont
$716K -$18.2K -438 -3%
IPW
1821
Inlet Private Wealth
Florida
$716K -$4.16K -100 -0.6%
PWAM
1822
Private Wealth Asset Management
Iowa
$715K +$656K +15,768 New
CNC
1823
Citizens & Northern Corp
Pennsylvania
$714K -$12.9K -309 -2%
EC
1824
EntryPoint Capital
New York
$711K +$349K +8,378 +115%
FIM
1825
Fruth Investment Management
Texas
$711K -$16.7K -400 -2%