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Name Holding Trade Value Shares
Change
Change in
Stake
KFS
1001
Keynote Financial Services
Connecticut
$2.47M +$193K +2,110 +8%
WWM
1002
Western Wealth Management
Colorado
$2.46M -$12.6K -138 -0.5%
FFA
1003
Frazier Financial Advisors
Ohio
$2.46M -$160K -1,751 -6%
MIC
1004
Means Investment Company
Maine
$2.46M -$90.8K -995 -4%
CCIA
1005
Campbell & Co Investment Adviser
Maryland
$2.45M -$947K -10,377 -28%
MAM
1006
Mystic Asset Management
Rhode Island
$2.45M +$146K +1,601 +6%
PJSIMP
1007
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.44M -$400K -4,384 -14%
SW
1008
Simplicity Wealth
New Jersey
$2.44M +$169K +1,852 +7%
VFA
1009
Valeo Financial Advisors
Indiana
$2.44M +$110K +1,201 +5%
SHFA
1010
SS&H Financial Advisors
Michigan
$2.43M +$2.44M +26,758 New
FAB
1011
First American Bank
Illinois
$2.42M -$1.31M -14,340 -35%
Financial Engines Advisors
1012
Financial Engines Advisors
California
$2.4M +$276K +3,026 +13%
CA
1013
Cullinan Associates
Kentucky
$2.4M -$9.13K -100 -0.4%
WTA
1014
Washington Trust Advisors
Massachusetts
$2.4M -$79.3K -869 -3%
CFMC
1015
Curbstone Financial Management Corp
New Hampshire
$2.39M +$228K +2,500 +10%
OAM
1016
Ostrum Asset Management
France
$2.39M +$369K +4,042 +18%
GWMI
1017
Guardian Wealth Management (Illinois)
Illinois
$2.37M +$59.8K +655 +3%
BTI
1018
Blue Trust Inc
Georgia
$2.36M -$140K -1,536 -6%
TF
1019
Tudor Financial
Ohio
$2.36M +$1.94M +21,247 +443%
CIA
1020
Capital Investment Advisors
Georgia
$2.36M +$224K +2,451 +10%
CA
1021
CoreCap Advisors
Michigan
$2.36M -$22.5K -246 -0.9%
CNBTD
1022
Citizens National Bank Trust Department
Mississippi
$2.35M +$1.03M +11,285 +77%
GIC
1023
Generali Investments CEE
Czech Republic
$2.34M -$56.4K -618 -2%
ZI
1024
ZEGA Investments
Florida
$2.33M -$248K -2,720 -10%
FCP
1025
Fidelis Capital Partners
Florida
$2.33M +$549K +6,018 +31%