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Name Holding Trade Value Shares
Change
Change in
Stake
FIM
2501
Fruth Investment Management
Texas
$6.34M -$116K -764 -2%
BCM
2502
Barometer Capital Management
Ontario, Canada
$6.33M +$250K +1,650 +5%
SFS
2503
Searcy Financial Services
Kansas
$6.32M -$1.38M -9,126 -16%
IAS
2504
IMA Advisory Services
Colorado
$6.32M +$425K +2,806 +6%
CFO
2505
Colony Family Offices
North Carolina
$6.32M +$4.14M +27,328 +145%
APWM
2506
Atlas Private Wealth Management
New York
$6.32M +$43.3K +286 +0.6%
FAN
2507
Financial Advisors Network
California
$6.32M +$204K +1,350 +3%
FCMT
2508
Founders Capital Management (Texas)
Texas
$6.32M -$2.51M -16,583 -26%
CCM
2509
Crew Capital Management
Ohio
$6.31M -$31.7K -209 -0.5%
PD
2510
Planning Directions
Pennsylvania
$6.3M +$39.2K +259 +0.6%
WLPWM
2511
Walled Lake Planning & Wealth Management
Illinois
$6.29M +$89.7K +592 +1%
SCG
2512
Sonata Capital Group
Washington
$6.28M -$116K -767 -2%
LCM
2513
LCM Capital Management
Illinois
$6.28M -$269K -1,777 -4%
ZIMP
2514
Zimmermann Investment Management & Planning
Pennsylvania
$6.27M +$78.6K +519 +1%
ECAM
2515
East Coast Asset Management
Massachusetts
$6.26M -$32.4K -214 -0.5%
AMG
2516
Advisors Management Group
Wisconsin
$6.24M +$825K +5,451 +14%
APW
2517
Aurora Private Wealth
New Jersey
$6.24M +$248K +1,637 +4%
CH
2518
Canton Hathaway
Rhode Island
$6.24M +$83.3K +550 +1%
CASB
2519
Cape Ann Savings Bank
Massachusetts
$6.22M -$176K -1,165 -2%
TWM
2520
Thrive Wealth Management
Pennsylvania
$6.22M +$396K +2,616 +6%
AAM
2521
Ascension Asset Management
New York
$6.21M +$6.88M +45,447 New
BDS
2522
Banco de Sabadell
Florida
$6.21M -$3.7M -24,421 -35%
OPA
2523
Old Port Advisors
Maine
$6.21M -$66K -436 -1%
TIM
2524
Thompson Investment Management
Wisconsin
$6.21M +$89K +588 +1%
BA
2525
Bridge Advisory
California
$6.2M +$77.2K +510 +1%