Name Holding Trade Value Shares
Change
Change in
Stake
BPWM
1826
BCS Private Wealth Management
New Jersey
$875K +$849K +6,435 New
1WM
1827
1858 Wealth Management
Ohio
$874K – – –
GWAM
1828
Guardian Wealth Advisors (Minnesota)
Minnesota
$872K -$2.77K -21 -0.3%
GC
1829
Gilbert & Cook
Iowa
$870K +$32K +243 +4%
NFC
1830
Northeast Financial Consultants
Connecticut
$868K – – –
QC
1831
Quent Capital
New York
$867K +$97.1K +736 +13%
FCCM
1832
First City Capital Management
Georgia
$866K +$17.1K +130 +2%
VIG
1833
Vienna Insurance Group
Poland
$866K -$322K -2,440 -28%
GF
1834
GGM Financials
Ohio
$865K +$3.3K +25 +0.4%
RIP
1835
RAM Investment Partners
Washington
$863K +$309K +2,343 +59%
CFA
1836
CWS Financial Advisors
Michigan
$863K -$47.7K -362 -5%
BWM
1837
Bullock Wealth Management
Indiana
$862K +$5.67K +43 +0.7%
MIM
1838
MTM Investment Management
South Carolina
$861K +$20.2K +153 +2%
SP
1839
Successful Portfolios
Florida
$861K -$659 -5 -0.1%
CYG
1840
Clean Yield Group
Vermont
$857K – – –
ESB
1841
Essex Savings Bank
Connecticut
$856K +$4.09K +31 +0.5%
D.E. Shaw & Co
1842
D.E. Shaw & Co
New York
$854K -$1.43M -10,851 -63%
AT
1843
Avalon Trust
New Mexico
$853K -$61.7K -468 -7%
AF
1844
Apexium Financial
Texas
$853K +$4.88K +37 +0.6%
KJHP
1845
K.J. Harrison & Partners
Ontario, Canada
$852K +$923 +7 +0.1%
MFS
1846
Miller Financial Services
Michigan
$852K -$48K -364 -5%
AFCM
1847
Applied Finance Capital Management
Puerto Rico
$852K -$164K -1,243 -17%
PCMC
1848
Paragon Capital Management (Colorado)
Colorado
$850K -$4.62K -35 -0.6%
IA
1849
Integrity Alliance
Iowa
$850K -$1.13M -8,552 -58%
SB
1850
Strategic Blueprint
Georgia
$849K +$354K +2,682 +75%