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Name Holding Trade Value Shares
Change
Change in
Stake
PSP
3051
Pacific Sage Partners
Washington
$6.92M +$1.68K +9 +0%
PBO
3052
Peoples Bank (Ohio)
Ohio
$6.9M +$622K +3,338 +11%
MWM
3053
Moran Wealth Management
Florida
$6.9M +$318K +1,704 +5%
IAG
3054
Investment Advisory Group
Massachusetts
$6.89M -$47.2K -253 -0.8%
EL
3055
Essex LLC
Illinois
$6.86M -$193K -1,037 -3%
TSWM
3056
Triangle Securities Wealth Management
North Carolina
$6.86M -$100K -538 -2%
HIS
3057
Horizon Investment Services
Indiana
$6.85M -$329K -1,766 -5%
HAS
3058
HBW Advisory Services
California
$6.84M -$2.58M -13,848 -30%
SCP
3059
Shorepoint Capital Partners
Massachusetts
$6.83M -$223K -1,197 -4%
BWM
3060
BCS Wealth Management
Tennessee
$6.83M -$510K -2,736 -8%
WQ
3061
Wealth Quarterback
New Jersey
$6.83M +$61.5K +330 +1%
CAM
3062
Chesapeake Asset Management
New York
$6.83M +$462K +2,480 +8%
OIM
3063
Opus Investment Management
Massachusetts
$6.82M
FF
3064
Farrell Financial
New York
$6.82M -$3.17K -17 -0.1%
AFS
3065
Aft Forsyth & Sober
Florida
$6.8M
VDI
3066
Vaughan David Investments
Illinois
$6.79M -$981K -5,259 -14%
KTM
3067
Keeler Thomas Management
Utah
$6.78M -$112K -600 -2%
CCM
3068
Crew Capital Management
Ohio
$6.76M -$35.4K -190 -0.6%
BWM
3069
Baron Wealth Management
Michigan
$6.76M +$155K +833 +3%
CCG
3070
Coastwise Capital Group
California
$6.75M -$46.6K -250 -0.8%
GCM
3071
Glynn Capital Management
California
$6.74M
SSW
3072
Smith Shellnut Wilson
Mississippi
$6.74M
FPGT
3073
Financial Partners Group (Tennessee)
Tennessee
$6.74M -$305K -1,638 -5%
HLAM
3074
Hidden Lake Asset Management
New York
$6.74M +$5.97M +31,990 New
WCM
3075
Wunderlich Capital Managemnt
Tennessee
$6.74M -$20.7K -111 -0.3%