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Name Holding Trade Value Shares
Change
Change in
Stake
BCFS
951
Butensky & Cohen Financial Security
Florida
$2.2M +$26.3K +315 +1%
SAM
952
Stewart Asset Management
New York
$2.2M +$275K +3,297 +13%
CCM
953
Carlson Capital Management
Minnesota
$2.18M -$28.3K -339 -1%
AssetMark Inc
954
AssetMark Inc
California
$2.18M +$2.09M +25,048 +986%
WSTAM
955
Wilbanks Smith & Thomas Asset Management
Virginia
$2.17M +$95.4K +1,143 +4%
CG
956
Caprock Group
Idaho
$2.17M +$986K +11,820 +75%
MCG
957
MACRO Consulting Group
New Jersey
$2.17M +$90K +1,079 +5%
BCM
958
Birmingham Capital Management
Alabama
$2.16M -$125K -1,500 -5%
CT
959
Coastline Trust
Rhode Island
$2.15M -$37.1K -445 -2%
CSUI
960
Cincinnati Specialty Underwriters Insurance
Ohio
$2.15M
HCA
961
Horan Capital Advisors
Ohio
$2.15M +$918 +11 +0%
CFG
962
Capstone Financial Group
Oklahoma
$2.14M -$336K -4,025 -13%
BCM
963
Boltwood Capital Management
California
$2.14M -$83.5K -1,001 -4%
CCG
964
Ceeto Capital Group
Florida
$2.13M +$43.7K +524 +2%
LFA
965
Lighthouse Financial Advisors
Maryland
$2.13M +$294K +3,528 +15%
SC
966
Sawyer & Company
Massachusetts
$2.13M -$35.9K -430 -2%
AAS
967
Annex Advisory Services
Wisconsin
$2.12M +$1.02M +12,232 +84%
RMSCM
968
R.M. Sincerbeaux Capital Management
New York
$2.12M
AWM
969
Avitas Wealth Management
California
$2.12M -$681K -8,161 -23%
IB
970
Intrust Bank
Kansas
$2.11M +$183K +2,190 +9%
MIA
971
MainStreet Investment Advisors
Illinois
$2.11M +$841K +10,085 +61%
LFAS
972
Level Four Advisory Services
Texas
$2.1M -$139K -1,662 -6%
CCC
973
Chelsea Counsel Company
California
$2.1M
NERM
974
New England Research & Management
Illinois
$2.1M +$117K +1,400 +6%
LWMM
975
Legacy Wealth Management (Mississippi)
Mississippi
$2.09M +$171K +2,055 +8%