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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1301
Aries Wealth Management
Maine
$1.53M -$2.39K -22 -0.2%
WWM
1302
Western Wealth Management
Colorado
$1.53M -$89.8K -826 -6%
MCM
1303
Manchester Capital Management
Vermont
$1.53M -$27.9K -257 -2%
CFFP
1304
Center for Financial Planning
Michigan
$1.53M
ICP
1305
Ironvine Capital Partners
Nebraska
$1.53M
QCG
1306
Quadrant Capital Group
Ohio
$1.52M -$65.9K -606 -4%
SACTSONJ
1307
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.52M
GIM
1308
Guardian Investment Management
California
$1.51M
PFC
1309
Poplar Forest Capital
California
$1.51M
DBIA
1310
Dumont & Blake Investment Advisors
New Jersey
$1.51M -$44.5K -409 -3%
JG
1311
Jefferies Group
New York
$1.51M -$2.04M -18,739 -58%
HSA
1312
HBK Sorce Advisory
Pennsylvania
$1.51M +$49.1K +452 +3%
MFW
1313
Meristem Family Wealth
Minnesota
$1.5M +$226K +2,080 +18%
BSA
1314
Bull Street Advisors
Georgia
$1.49M -$25K -230 -2%
NFG
1315
NewFocus Financial Group
Washington
$1.49M +$156K +1,433 +12%
VWA
1316
V Wealth Advisors
Kansas
$1.48M +$905K +8,326 +160%
PTP
1317
Platform Technology Partners
New York
$1.48M +$77.5K +713 +6%
WBC
1318
West Branch Capital
Massachusetts
$1.47M +$29.2K +269 +2%
TI
1319
Tidal Investments
Wisconsin
$1.47M +$264K +2,427 +22%
PFBT
1320
Parkside Financial Bank & Trust
Missouri
$1.46M -$45.2K -416 -3%
LRIC
1321
Long Road Investment Counsel
Michigan
$1.45M -$22.8K -210 -2%
PFM
1322
Patton Fund Management
Texas
$1.45M -$338K -3,111 -19%
MWM
1323
Mission Wealth Management
California
$1.45M +$49.1K +452 +4%
VA
1324
Valmark Advisers
Ohio
$1.44M +$1.1M +10,151 +334%
WA
1325
WESPAC Advisors
California
$1.44M +$255K +2,342 +22%