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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1851
Sugarloaf Wealth Management
Georgia
$958K – – –
LAIC
1852
Lederer & Associates Investment Counsel
California
$958K +$9.32K +176 +0.9%
ICM
1853
Islay Capital Management
Texas
$956K +$75.3K +1,422 +8%
WMS
1854
Wealth Management Solutions
Pennsylvania
$954K +$135K +2,550 +16%
MMM
1855
Mendel Money Management
Illinois
$954K +$621K +11,727 +168%
ACM
1856
Advance Capital Management
Michigan
$953K +$20.7K +390 +2%
BFA
1857
Beacon Financial Advisory
Ohio
$953K +$48.2K +910 +5%
CL
1858
CPWM LLC
Washington
$953K +$104K +1,967 +12%
TRIA
1859
Trail Ridge Investment Advisors
Colorado
$952K +$74.5K +1,406 +8%
IIA
1860
ICW Investment Advisors
Arizona
$951K +$12.8K +241 +1%
AWM
1861
AllSquare Wealth Management
New York
$950K +$26K +491 +3%
QWM
1862
QP Wealth Management
New Jersey
$948K +$79.5K +1,500 +9%
NF
1863
NTB Financial
Colorado
$947K +$35.8K +675 +4%
ST
1864
Somerset Trust
Pennsylvania
$945K +$99K +1,868 +11%
CAM
1865
Campion Asset Management
Virginia
$943K – – –
OFG
1866
OmniStar Financial Group
North Carolina
$943K +$116K +2,196 +13%
SF
1867
Symphony Financial
Texas
$943K +$150K +2,826 +19%
MCM
1868
Mendel Capital Management
Arkansas
$941K +$66.1K +1,247 +7%
CPIG
1869
Chicago Partners Investment Group
Illinois
$939K +$99.3K +1,874 +11%
WB
1870
West Bancorporation
Iowa
$938K +$497K +9,378 +104%
CYG
1871
Clean Yield Group
Vermont
$935K -$22.5K -424 -2%
BFAG
1872
Blackston Financial Advisory Group
Florida
$935K -$16.1K -303 -2%
ML
1873
McAdam LLC
Pennsylvania
$934K -$16.5K -312 -2%
GSWM
1874
Golden State Wealth Management
California
$931K -$346K -6,540 -26%
Credit Agricole
1875
Credit Agricole
France
$930K +$249K +4,694 +35%