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Name Holding Trade Value Shares
Change
Change in
Stake
KFA
1926
Kapstone Financial Advisors
Ohio
$577K +$520K +13,805 New
LGA
1927
Lebenthal Global Advisors
New York
$577K -$104K -2,751 -16%
SIG
1928
Sargent Investment Group
Maryland
$576K +$29.8K +790 +6%
WA
1929
Wealth Advisors
California
$574K +$13.2K +350 +2%
NAG
1930
Northstar Advisory Group
New Jersey
$572K -$34.8K -924 -6%
SSG
1931
Summit Securities Group
New York
$571K -$173K -4,599 -24%
AG
1932
Algert Global
California
$571K +$546K +14,488 New
FC
1933
FCA Corp
Texas
$570K -$473K -12,566 -46%
PWM
1934
Penobscot Wealth Management
Maine
$567K +$57.6K +1,530 +12%
MA
1935
MJP Associates
Connecticut
$566K
IAG
1936
Investment Advisory Group
Massachusetts
$566K -$35.6K -946 -6%
HCM
1937
Highview Capital Management
Illinois
$565K +$540K +14,340 New
PSB
1938
Piscataqua Savings Bank
New Hampshire
$565K +$29.8K +790 +6%
CP
1939
Covenant Partners
Tennessee
$563K
LC
1940
LCNB Corp
Ohio
$561K -$35.5K -943 -6%
BIG
1941
Boothe Investment Group
Delaware
$561K -$61.9K -1,644 -10%
CAM
1942
Campion Asset Management
Virginia
$561K -$161K -4,268 -23%
LPT
1943
Legacy Private Trust
Wisconsin
$561K -$321K -8,526 -37%
Vanguard Capital Wealth Advisors
1944
Vanguard Capital Wealth Advisors
Colorado
$560K -$75K -1,990 -12%
TFA
1945
Trinity Financial Advisors
Ohio
$560K -$177K -4,698 -25%
BAM
1946
BOS Asset Management
Illinois
$560K +$535K +14,203 New
STAS
1947
Strong Tower Advisory Services
Minnesota
$559K +$20.8K +552 +4%
ICA
1948
Infrastructure Capital Advisors
New York
$557K +$48.4K +1,284 +10%
GWCM
1949
Godshalk Welsh Capital Management
Pennsylvania
$556K -$159K -4,225 -23%
PWM
1950
Palumbo Wealth Management
New York
$556K +$17.2K +457 +3%