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Name Holding Trade Value Shares
Change
Change in
Stake
OCM
976
Orser Capital Management
Texas
$565K -$81.8K -627 -12%
RBC
977
Romano Brothers & Co
Illinois
$562K +$49.6K +380 +9%
MDA
978
Minot DeBlois Advisors
Massachusetts
$559K +$8.48K +65 +1%
SWM
979
Salvus Wealth Management
New Jersey
$559K +$22.4K +172 +4%
CK
980
Cohen Klingenstein
New York
$557K
MFC
981
Mechanics Financial Corp
Ohio
$556K -$46.3K -355 -7%
SIG
982
Sargent Investment Group
Maryland
$554K +$575K +4,406 New
AIM
983
Advyzon Investment Management
Illinois
$554K +$302K +2,319 +111%
WCM
984
Washington Capital Management
Washington
$552K +$211K +1,620 +58%
BRWA
985
B. Riley Wealth Advisors
Florida
$549K -$385K -2,950 -40%
AWA
986
Argos Wealth Advisors
California
$547K +$567K +4,348 New
CI
987
Cigna Investments
Connecticut
$546K -$7.43K -57 -1%
KIC
988
Kensington Investment Counsel
California
$544K +$564K +4,325 New
MSS
989
Mitchell Sinkler & Starr
Pennsylvania
$543K +$286K +2,190 +103%
VFA
990
Valeo Financial Advisors
Indiana
$541K -$153K -1,174 -21%
NL
991
NWAM LLC
Washington
$540K +$34.6K +265 +6%
CT
992
Caldwell Trust
Florida
$537K -$1.01M -7,732 -64%
GAG
993
GM Advisory Group
New York
$536K +$109K +836 +24%
CWM
994
Connecticut Wealth Management
Connecticut
$536K -$56.5K -433 -9%
MA
995
Montag & Associates
Georgia
$535K -$15K -115 -3%
IIA
996
Integral Investment Advisors
California
$532K +$148K +1,134 +37%
CRC
997
Curi RMB Capital
Illinois
$532K -$348K -2,666 -39%
RCM
998
Riverpark Capital Management
New York
$531K -$142K -1,092 -21%
GIA
999
Guyasuta Investment Advisors
Pennsylvania
$530K
CPIG
1000
Chicago Partners Investment Group
Illinois
$528K -$363K -2,780 -40%