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Name Holding Trade Value Shares
Change
Change in
Stake
QWM
1876
QP Wealth Management
New Jersey
$872K -$72.1K -1,425 -8%
PP
1877
PFS Partners
New Jersey
$870K +$75.9K +1,500 +10%
WF
1878
WoodTrust Financial
Wisconsin
$870K +$365K +7,212 +73%
SFS
1879
Stiles Financial Services
Minnesota
$869K +$6.78K +134 +0.8%
OPA
1880
Old Port Advisors
Maine
$868K -$44.5K -879 -5%
WBCM
1881
Wilson & Boucher Capital Management
California
$868K -$30.2K -597 -3%
LGA
1882
Lebenthal Global Advisors
New York
$867K -$499K -9,860 -37%
ES
1883
Eagle Strategies
New York
$866K +$36.6K +723 +4%
RWP
1884
RWA Wealth Partners
Massachusetts
$865K -$226K -4,473 -21%
SXL
1885
Summit X LLC
Missouri
$864K -$16.1K -318 -2%
BHA
1886
Beech Hill Advisors
New York
$863K +$12.6K +250 +1%
DMKJ
1887
David M. Knott Jr
$862K -$50.6K -1,000 -6%
AO
1888
Advisor OS
Illinois
$862K +$291K +5,755 +51%
BFAG
1889
Blackston Financial Advisory Group
Florida
$860K -$17.5K -345 -2%
ITIM
1890
Indiana Trust & Investment Management
Indiana
$856K -$46.1K -912 -5%
WTFG
1891
Wells Trecaso Financial Group
Ohio
$856K +$2.78K +55 +0.3%
CFA
1892
Cahill Financial Advisors
Minnesota
$855K +$101K +1,997 +13%
LC
1893
LCNB Corp
Ohio
$851K -$28.7K -567 -3%
SAA
1894
Southeast Asset Advisors
Georgia
$851K +$18.6K +367 +2%
GC
1895
Gratus Capital
Georgia
$849K +$15.3K +303 +2%
HCWM
1896
Harrison & Co Wealth Management
Virginia
$849K +$35K +692 +4%
CG
1897
Corundum Group
Colorado
$849K +$78.6K +1,553 +10%
AIA
1898
Alera Investment Advisors
Illinois
$843K +$82.6K +1,633 +11%
MA
1899
MCF Advisors
Kentucky
$841K +$30.9K +610 +4%
GFP
1900
Gryphon Financial Partners
Ohio
$841K +$79.1K +1,564 +10%