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Name Holding Trade Value Shares
Change
Change in
Stake
MM
4376
MQS Management
New York
$375K +$412K +2,884 New
BA
4377
Bellwether Advisors
Nebraska
$371K -$56.5K -395 -12%
KM
4378
Kalos Management
Georgia
$370K -$173K -1,208 -30%
VF
4379
Vest Financial
Virginia
$367K +$403K +2,821 New
Mawer Investment Management
4380
Mawer Investment Management
Alberta, Canada
$366K +$403K +2,820 New
SWM
4381
SigFig Wealth Management
California
$366K
WFS
4382
Walker Financial Services
Kentucky
$366K -$82.9K -580 -21%
BCM
4383
Beddow Capital Management
Wyoming
$364K -$71.5K -500 -15%
FVCM
4384
F&V Capital Management
Florida
$364K +$111K +775 +38%
RHJA
4385
Rice Hall James & Associates
California
$364K -$472K -3,300 -54%
CRG
4386
Cornerstone Retirement Group
Nevada
$364K +$400K +2,800 New
JF
4387
Joule Financial
Kentucky
$362K -$6.57K -46 -2%
WS
4388
Wela Strategies
Georgia
$358K +$39.4K +276 +11%
BHWA
4389
Beacon Harbor Wealth Advisors
Virginia
$358K +$394K +2,756 New
RFS
4390
Retirement Financial Solutions
Tennessee
$354K +$389K +2,722 New
GIA
4391
Goodwin Investment Advisory
Georgia
$352K
HCWM
4392
Harrison & Co Wealth Management
Virginia
$352K
ECG
4393
EPIQ Capital Group
California
$352K +$143 +1 +0%
PPW
4394
PACK Private Wealth
Minnesota
$351K
ITFISA
4395
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$351K
FPCG
4396
Forum Private Client Group
Indiana
$349K +$429 +3 +0.1%
TA
4397
TCM Advisors
West Virginia
$347K
LWIC
4398
Leith Wheeler Investment Counsel
British Columbia, Canada
$347K
CJFS
4399
Coulter & Justus Financial Services
Tennessee
$345K +$857 +6 +0.2%
WIC
4400
Wilkins Investment Counsel
Massachusetts
$343K