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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2076
AllSquare Wealth Management
New York
$494K +$44.6K +1,030 +10%
MPAM
2077
Murphy Pohlad Asset Management
Minnesota
$494K – – –
I2I
2078
Insight 2811 Inc
Illinois
$493K -$3.98K -92 -0.8%
DBIA
2079
Dumont & Blake Investment Advisors
New Jersey
$493K -$8.05K -186 -2%
HWA
2080
HCR Wealth Advisors
California
$492K -$21.7K -501 -4%
ME
2081
McIlrath & Eck
Washington
$492K +$1.77K +41 +0.4%
SFG
2082
Sowa Financial Group
Rhode Island
$490K +$3.46K +80 +0.7%
CNBTD
2083
Citizens National Bank Trust Department
Mississippi
$488K +$78.7K +1,817 +20%
TIP
2084
Tandem Investment Partners
New Jersey
$488K -$5.63K -130 -1%
SLT
2085
St Louis Trust
Missouri
$488K – – –
RSWM
2086
Robertson Stephens Wealth Management
California
$487K -$53.4K -1,234 -10%
CFFP
2087
Center for Financial Planning
Michigan
$485K +$58.7K +1,355 +14%
HAIM
2088
Hunter Associates Investment Management
Pennsylvania
$485K +$9.05K +209 +2%
LI
2089
LMCG Investments
Massachusetts
$485K +$477K +11,028 New
MWA
2090
Medallion Wealth Advisors
Connecticut
$484K -$6.54K -151 -1%
GCA
2091
Genesee Capital Advisors
New York
$483K +$69.7K +1,610 +17%
NGA
2092
Naples Global Advisors
Florida
$482K +$37K +854 +8%
SFG
2093
Sovereign Financial Group
Connecticut
$481K -$14.1K -326 -3%
MAWA
2094
Moss Adams Wealth Advisors
Washington
$480K +$14.5K +334 +3%
MAM
2095
MMA Asset Management
Pennsylvania
$479K +$139K +3,215 +42%
BWFA
2096
Baltimore-Washington Financial Advisors
Maryland
$478K -$117K -2,711 -20%
RCA
2097
Roberts Capital Advisors
Colorado
$477K +$470K +10,863 New
CA
2098
Capital Advantage
California
$477K -$32.3K -747 -6%
MCM
2099
Monument Capital Management
Virginia
$477K +$470K +10,853 New
OFS
2100
Oldfather Financial Services
Nebraska
$477K -$519 -12 -0.1%