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Name Holding Trade Value Shares
Change
Change in
Stake
CFMC
2101
Curbstone Financial Management Corp
New Hampshire
$19.2M +$1.64M +5,750 +10%
BWIA
2102
Bryant Woods Investment Advisors
New York
$19.1M +$75.2K +263 +0.4%
MAM
2103
Milestone Asset Management
Pennsylvania
$19.1M -$2.84M -9,938 -13%
Evermay Wealth Management
2104
Evermay Wealth Management
Virginia
$19.1M -$1.07M -3,748 -5%
Versant Capital Management
2105
Versant Capital Management
Arizona
$19.1M -$1.34M -4,682 -7%
Inlet Private Wealth
2106
Inlet Private Wealth
Florida
$19.1M -$2.15M -7,501 -10%
Heritage Wealth Management (Ohio)
2107
Heritage Wealth Management (Ohio)
Ohio
$19M -$437K -1,527 -2%
Ashton Thomas Securities
2108
Ashton Thomas Securities
New York
$19M +$1.93M +6,743 +11%
Consolidated Investment Group
2109
Consolidated Investment Group
Colorado
$19M – – –
SJS Investment Consulting
2110
SJS Investment Consulting
Ohio
$19M -$257K -899 -1%
Blue Edge Capital
2111
Blue Edge Capital
Virginia
$19M -$315K -1,103 -2%
BG
2112
Bollard Group
Massachusetts
$18.9M +$357K +1,247 +2%
RCS
2113
R2 Capital Strategies
Nebraska
$18.9M +$18.7M +65,420 New
Swan Global Investments
2114
Swan Global Investments
Colorado
$18.9M +$17.5M +61,011 +1,385%
Capital Investment Counsel (Colorado)
2115
Capital Investment Counsel (Colorado)
Colorado
$18.9M -$31.5K -110 -0.2%
Councilmark Asset Management
2116
Councilmark Asset Management
Tennessee
$18.9M -$32.9K -115 -0.2%
Arlington Financial Advisors
2117
Arlington Financial Advisors
California
$18.9M -$45.8K -160 -0.2%
WNY Asset Management
2118
WNY Asset Management
New York
$18.9M -$66.1K -231 -0.4%
Trust Investment Advisors
2119
Trust Investment Advisors
Indiana
$18.8M -$168K -588 -0.9%
Papamarkou Wellner Asset Management
2120
Papamarkou Wellner Asset Management
New York
$18.8M – – –
LMG Wealth Partners
2121
LMG Wealth Partners
Louisiana
$18.8M -$253K -884 -1%
Charter Research & Investment Group
2122
Charter Research & Investment Group
Connecticut
$18.8M -$128K -447 -0.7%
CVA Family Office
2123
CVA Family Office
Colorado
$18.8M +$400K +1,400 +2%
NorthStar Asset Management (Massachusetts)
2124
NorthStar Asset Management (Massachusetts)
Massachusetts
$18.8M -$1.56M -5,449 -8%
FNWM
2125
Financial Network Wealth Management
Utah
$18.7M -$126K -440 -0.7%