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Name Holding Trade Value Shares
Change
Change in
Stake
WTFG
1826
Wells Trecaso Financial Group
Ohio
$837K +$65.9K +1,171 +8%
AB
1827
Atlas Brown
Kentucky
$836K -$5.91K -105 -0.7%
GPA
1828
Garrison Point Advisors
California
$836K +$29.6K +526 +4%
WPA
1829
West Paces Advisors
Georgia
$836K +$355K +6,303 +71%
DWM
1830
Darwin Wealth Management
Florida
$835K -$2.9M -51,609 -77%
WFM
1831
Wolff Financial Management
Michigan
$835K +$56 +1 +0%
KA
1832
KLCM Advisors
Wisconsin
$835K +$22.4K +399 +3%
FA
1833
FCG Advisors
New Jersey
$834K +$13.6K +241 +2%
DBIA
1834
Dumont & Blake Investment Advisors
New Jersey
$832K -$1.74K -31 -0.2%
BCWM
1835
Blue Chip Wealth Management
Florida
$832K +$45.8K +815 +6%
AF
1836
AMG Funds
Connecticut
$830K -$55.4K -984 -6%
CAM
1837
Cozad Asset Management
Illinois
$829K +$40.1K +712 +5%
GIA
1838
Granite Investment Advisors
New Hampshire
$817K -$8.44K -150 -1%
LDFR
1839
Lehman & Derafelo Financial Resources
Pennsylvania
$816K -$149K -2,655 -15%
TIA
1840
Tiemann Investment Advisors
California
$816K +$14.5K +257 +2%
MFG
1841
Magnus Financial Group
New York
$816K +$38.9K +691 +5%
PWP
1842
Principle Wealth Partners
Connecticut
$814K -$44.4K -789 -5%
WGA
1843
Weather Gauge Advisory
Virginia
$813K -$75.2K -1,336 -8%
MCM
1844
McKinley Capital Management
Alaska
$813K -$4.11K -73 -0.5%
SB
1845
Strategic Blueprint
Georgia
$811K -$1.81M -32,142 -69%
SW
1846
SlateStone Wealth
Florida
$811K +$137K +2,438 +20%
PA
1847
Paragon Advisors
Texas
$809K -$6.47K -115 -0.8%
RBC
1848
Roble Belko & Company
Pennsylvania
$809K – – –
EI
1849
Ellevest Inc
New York
$806K +$90.3K +1,605 +12%
AIP
1850
Almanack Investment Partners
Pennsylvania
$806K +$148K +2,627 +22%