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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1001
Diversify Wealth Management
Utah
$2.47M +$140K +1,530 +7%
DAS
1002
Diversify Advisory Services
Utah
$2.47M +$2.16M +23,681 New
SCM
1003
Shelton Capital Management
Colorado
$2.47M -$4.55M -49,873 -65%
PFA
1004
Pure Financial Advisors
California
$2.47M +$282K +3,092 +13%
KFS
1005
Keynote Financial Services
Connecticut
$2.47M +$193K +2,110 +8%
WWM
1006
Western Wealth Management
Colorado
$2.46M -$12.6K -138 -0.5%
FFA
1007
Frazier Financial Advisors
Ohio
$2.46M -$160K -1,751 -6%
MIC
1008
Means Investment Company
Maine
$2.46M -$90.8K -995 -4%
CCIA
1009
Campbell & Co Investment Adviser
Maryland
$2.45M -$947K -10,377 -28%
MAM
1010
Mystic Asset Management
Rhode Island
$2.45M +$146K +1,601 +6%
PJSIMP
1011
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.44M -$400K -4,384 -14%
SW
1012
Simplicity Wealth
New Jersey
$2.44M +$169K +1,852 +7%
VFA
1013
Valeo Financial Advisors
Indiana
$2.44M +$110K +1,201 +5%
SHFA
1014
SS&H Financial Advisors
Michigan
$2.43M +$2.44M +26,758 New
FAB
1015
First American Bank
Illinois
$2.42M -$1.31M -14,340 -35%
Financial Engines Advisors
1016
Financial Engines Advisors
California
$2.4M +$276K +3,026 +13%
CA
1017
Cullinan Associates
Kentucky
$2.4M -$9.13K -100 -0.4%
WTA
1018
Washington Trust Advisors
Massachusetts
$2.4M -$79.3K -869 -3%
CFMC
1019
Curbstone Financial Management Corp
New Hampshire
$2.39M +$228K +2,500 +10%
OAM
1020
Ostrum Asset Management
France
$2.39M +$369K +4,042 +18%
PFBT
1021
Parkside Financial Bank & Trust
Missouri
$2.38M -$132K -1,443 -5%
GWMI
1022
Guardian Wealth Management (Illinois)
Illinois
$2.37M +$59.8K +655 +3%
BTI
1023
Blue Trust Inc
Georgia
$2.36M -$140K -1,536 -6%
TF
1024
Tudor Financial
Ohio
$2.36M +$1.94M +21,247 +443%
CIA
1025
Capital Investment Advisors
Georgia
$2.36M +$224K +2,451 +10%