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Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1426
Summit Financial Strategies
Ohio
$612K +$372 +5 +0.1%
NCM
1427
Nelson Capital Management
California
$611K -$12.4K -167 -2%
SFG
1428
Summit Financial Group
West Virginia
$611K -$4.09K -55 -0.7%
OWP
1429
Obermeyer Wealth Partners
Colorado
$609K -$29.8K -400 -5%
SAM
1430
Seelaus Asset Management
New Jersey
$608K
ACA
1431
Atlas Capital Advisors
Wyoming
$607K
OA
1432
Oxbow Advisors
Texas
$606K -$45.8K -615 -7%
FA
1433
Fagan Associates
New York
$605K
CA
1434
Calton & Associates
Florida
$604K +$298 +4 +0.1%
LIM
1435
Lathrop Investment Management
Arkansas
$603K -$2.23K -30 -0.4%
WCAMG
1436
Woodard & Company Asset Management Group
North Carolina
$603K
GFPC
1437
Global Financial Private Capital
Florida
$602K -$699K -9,393 -56%
WA
1438
Wealth Architects
California
$602K -$102K -1,375 -15%
MWVC
1439
Morgens Waterfall Vintiadis & Co
New York
$600K -$112K -1,500 -17%
PA
1440
Probity Advisors
Texas
$599K -$52.2K -702 -9%
SMFS
1441
Squar Milner Financial Services
California
$598K
IBOK
1442
Independence Bank of Kentucky
Kentucky
$597K +$24K +323 +5%
ZAM
1443
Zevin Asset Management
Massachusetts
$596K
BRWM
1444
B. Riley Wealth Management
Tennessee
$594K -$866K -11,643 -61%
WWM
1445
Windsor Wealth Management
Indiana
$594K +$12.5K +168 +2%
ACM
1446
Allred Capital Management
Texas
$593K +$15.2K +204 +3%
BP
1447
Broadleaf Partners
Ohio
$592K
SA
1448
Sicart Associates
New York
$591K
ACG
1449
Allen Capital Group
Nebraska
$586K -$66.1K -888 -11%
ACM
1450
Argent Capital Management
Missouri
$584K