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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1676
Connecticut Wealth Management
Connecticut
$493K -$85.7K -252 -15%
FOFP
1677
Fee-Only Financial Planning
South Carolina
$492K – – –
PAW
1678
Plan A Wealth
Nebraska
$491K +$36.4K +107 +8%
JWM
1679
Jeppson Wealth Management
California
$489K -$46.6K -137 -9%
RWB
1680
RMR Wealth Builders
New Jersey
$488K -$103K -302 -18%
CNBOF
1681
City National Bank of Florida
Florida
$487K -$55.8K -164 -11%
Simplicity Wealth
1682
Simplicity Wealth
New Jersey
$487K -$575K -1,692 -55%
SIG
1683
Spinnaker Investment Group
California
$487K +$188K +553 +66%
IFU
1684
iSAM Funds (UK)
United Kingdom
$487K -$1.43M -4,219 -75%
WI
1685
WBI Investments
New Jersey
$486K +$473K +1,390 New
WCM
1686
Weik Capital Management
Pennsylvania
$486K +$472K +1,389 New
FMB
1687
Field & Main Bank
Kentucky
$485K -$133K -391 -22%
GAM
1688
Grandview Asset Management
Pennsylvania
$484K -$122K -359 -21%
SIA
1689
Strategic Investment Advisors
Michigan
$482K -$99K -291 -17%
PWAM
1690
Pinnacle West Asset Management
Wyoming
$482K -$11.9K -35 -2%
LCGC
1691
Legacy Capital Group California
California
$478K -$612K -1,801 -57%
SA
1692
Skyline Advisors
Washington
$477K -$146K -429 -24%
WIS
1693
Wright Investors Service
Connecticut
$477K -$2.91M -8,557 -86%
PWA
1694
Phoenix Wealth Advisors
North Carolina
$474K – – –
TVM
1695
True Vision MN
Minnesota
$472K +$27.5K +81 +6%
AIM
1696
Alhambra Investment Management
Florida
$471K +$8.16K +24 +2%
BPWM
1697
BCS Private Wealth Management
New Jersey
$468K +$455K +1,338 New
VWM
1698
Venturi Wealth Management
Texas
$468K +$147K +432 +48%
IFG Advisory
1699
IFG Advisory
Georgia
$468K +$73.1K +215 +19%
LWM
1700
Liberty Wealth Management
California
$467K -$3.4K -10 -0.7%