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Name Holding Trade Value Shares
Change
Change in
Stake
WWM
1251
Western Wealth Management
Colorado
$1.05M +$154K +1,842 +16%
SMFS
1252
Squar Milner Financial Services
California
$1.05M +$374K +4,477 +51%
CRWM
1253
Castle Rock Wealth Management
California
$1.05M -$396K -4,747 -29%
CGL
1254
Clarius Group LLC
Washington
$1.05M -$11.6K -139 -1%
LRIC
1255
Long Road Investment Counsel
Michigan
$1.05M +$50.1K +600 +5%
MWM
1256
Minot Wealth Management
Massachusetts
$1.04M +$318K +3,813 +40%
GW
1257
GW & Wade
Massachusetts
$1.04M -$376K -4,512 -25%
BDF
1258
Balasa Dinverno & Foltz
$1.04M -$69.8K -836 -6%
BP
1259
Ballentine Partners
Massachusetts
$1.04M +$65.8K +789 +6%
ICOM
1260
Investment Counselors of Maryland
Maryland
$1.04M -$146K -1,750 -12%
IP
1261
Intellectus Partners
California
$1.04M +$453K +5,428 +70%
TW
1262
Transform Wealth
Colorado
$1.04M +$456K +5,462 +71%
SS
1263
Sunbelt Securities
Texas
$1.04M -$1.92M -23,009 -64%
RCM
1264
RNC Capital Management
California
$1.04M -$1.5K -18 -0.1%
AAMU
1265
AEGON Asset Management (UK)
United Kingdom
$1.04M
QWM
1266
QP Wealth Management
New Jersey
$1.03M +$15.9K +190 +2%
BFG
1267
Beacon Financial Group
Texas
$1.02M -$20.7K -248 -2%
CCA
1268
Cobblestone Capital Advisors
New York
$1.02M -$64.6K -774 -6%
AFM
1269
Abbot Financial Management
Massachusetts
$1.02M +$69.1K +828 +7%
ST
1270
Sabal Trust
Florida
$1.02M +$81K +971 +8%
BSA
1271
Bull Street Advisors
Georgia
$1.02M +$200K +2,400 +23%
FCCM
1272
First City Capital Management
Georgia
$1.01M +$16.7K +200 +2%
FIM
1273
Frontier Investment Management
Texas
$1.01M +$33.4K +400 +3%
O
1274
Ossiam
France
$1.01M +$916K +10,979 +593%
PL
1275
Plancorp LLC
Missouri
$1.01M -$29.9K -358 -3%