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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1901
Tradewinds Capital Management
Washington
$471K
PWM
1902
Purus Wealth Management
California
$470K +$467K +4,292 New
KTC
1903
Kistler-Tiffany Companies
Pennsylvania
$468K +$38.9K +358 +9%
FDS
1904
Freedom Day Solutions
Texas
$468K +$78.6K +723 +20%
HC
1905
Henshaw Capital
Massachusetts
$467K
NIM
1906
Nexus Investment Management
Ontario, Canada
$466K
AF
1907
Affiance Financial
Minnesota
$466K +$12.6K +116 +3%
WDG
1908
Wealth Dimensions Group
Ohio
$466K +$462K +4,253 New
TWM
1909
Tradition Wealth Management
Minnesota
$466K +$463K +4,255 New
FPF
1910
First Pacific Financial
Washington
$466K +$463K +4,258 New
F
1911
F3Logic
Minnesota
$465K +$4.35K +40 +0.9%
HR
1912
Howe & Rusling
New York
$465K +$9.78K +90 +2%
CPWM
1913
Cypress Point Wealth Management
Texas
$465K +$461K +4,245 New
WAM
1914
WNY Asset Management
New York
$465K +$463K +4,255 New
NJBEST
1915
New Jersey Better Educational Savings Trust
New Jersey
$463K -$51.6K -475 -10%
BFM
1916
Boothbay Fund Management
New York
$463K +$459K +4,227 New
SIM
1917
Sadoff Investment Management
Wisconsin
$462K -$21.7K -200 -5%
DA
1918
Detalus Advisors
Missouri
$462K -$3.7K -34 -0.8%
ZB
1919
Zions Bancorporation
Utah
$461K -$105K -967 -19%
FFM
1920
Fullerton Fund Management
Singapore
$461K +$269K +2,475 +143%
AIM
1921
Axiom Investment Management
New York
$460K -$274K -2,518 -68%
PBF
1922
Petix & Botte Financial
California
$460K -$109 -1 -0%
AA
1923
ALPS Advisors
Colorado
$458K +$54.5K +501 +14%
BO
1924
BRR OpCo
Ohio
$457K -$89.5K -823 -16%
CFN
1925
Cordasco Financial Network
Florida
$457K