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Name Holding Trade Value Shares
Change
Change in
Stake
CFCI
3026
Comprehensive Financial Consultants Institutional
Indiana
$3.56M +$194K +1,237 +5%
RS
3027
Retirement Solution
Washington
$3.56M -$44.7K -285 -1%
NF
3028
Nvest Financial
New Hampshire
$3.56M -$27.9K -178 -0.7%
WMG
3029
WESCAP Management Group
California
$3.55M -$4.08K -26 -0.1%
APA
3030
Astoria Portfolio Advisors
New York
$3.55M +$60.1K +383 +2%
MCM
3031
Magnolia Capital Management
New York
$3.55M -$81.6K -520 -2%
CHA
3032
Cooper/Haims Advisors
New York
$3.55M -$322K -2,053 -7%
AA
3033
Altman Advisors
Illinois
$3.55M -$32.2K -205 -0.8%
EBA
3034
Eagle Bay Advisors
New York
$3.54M -$7.22K -46 -0.2%
RIM
3035
Rockbridge Investment Management
New York
$3.54M -$51.6K -329 -1%
PWM
3036
Palumbo Wealth Management
New York
$3.54M +$785 +5 +0%
AWA
3037
Archvest Wealth Advisors
California
$3.53M -$3.77K -24 -0.1%
HFS
3038
Heritage Financial Services
Massachusetts
$3.53M +$67.3K +429 +2%
CFC
3039
Coyle Financial Counsel
Illinois
$3.52M -$96.7K -616 -2%
JDR
3040
Jay D. Rosenbaum
$3.52M -$704K -4,485 -15%
PIM
3041
Perpetual Investment Management
Australia
$3.52M -$160K -1,022 -4%
SFP
3042
Sweet Financial Partners
Minnesota
$3.5M +$57.9K +369 +1%
MPIA
3043
Mountain Pacific Investment Advisers
Idaho
$3.5M -$314 -2 -0%
CA
3044
CGN Advisors
Kansas
$3.5M +$434K +2,767 +12%
LWM
3045
Ledge Wealth Management
Minnesota
$3.5M -$975K -6,213 -20%
MPCG
3046
Matrix Private Capital Group
New York
$3.5M -$2.35M -14,994 -37%
EP
3047
Edgestream Partners
New Jersey
$3.5M -$3.37M -21,471 -46%
CBC
3048
Coombe, Bender & Co
New York
$3.49M -$7.38K -47 -0.2%
WCM
3049
Weik Capital Management
Pennsylvania
$3.49M -$14.9K -95 -0.4%
SIM
3050
SSI Investment Management
California
$3.48M +$11.8K +75 +0.3%