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Name Holding Trade Value Shares
Change
Change in
Stake
USAA
601
United Services Automobile Association
Texas
$1.33M -$92.1K -1,071 -7%
BFS
602
Bradley Foster & Sargent
Connecticut
$1.33M
DIA
603
Dean Investment Associates
Ohio
$1.33M -$83K -965 -6%
TSMHT
604
Thurston Springer Miller Herd & Titak
Indiana
$1.32M -$6.31M -73,443 -83%
6F
605
626 Financial
Michigan
$1.32M
OAM
606
Oak Asset Management
California
$1.32M -$14.6K -170 -1%
AFM
607
Abbot Financial Management
Massachusetts
$1.32M
SPC
608
Sigma Planning Corp
Michigan
$1.3M +$290K +3,376 +30%
MCM
609
Mendel Capital Management
Arkansas
$1.29M -$13.3K -155 -1%
RA
610
RFG Advisory
Alabama
$1.29M -$41.9K -487 -3%
CFMC
611
Curbstone Financial Management Corp
New Hampshire
$1.28M -$8.6K -100 -0.7%
SFA
612
Sequoia Financial Advisors
Ohio
$1.26M +$48.1K +560 +4%
S
613
SimplyRich
California
$1.26M +$11K +128 +0.9%
MA
614
Montag & Associates
Georgia
$1.26M +$47.6K +554 +4%
CL
615
Choreo LLC
Illinois
$1.25M +$986K +11,470 +439%
APIM
616
Agate Pass Investment Management
Washington
$1.25M -$111K -1,295 -8%
BSW
617
Buckingham Strategic Wealth
Missouri
$1.25M -$45.8K -533 -4%
VCA
618
Verdence Capital Advisors
Maryland
$1.23M -$6.02K -70 -0.5%
AFG
619
Allegheny Financial Group
Pennsylvania
$1.23M +$86 +1 +0%
DSC
620
Duncker Streett & Co
Missouri
$1.22M -$3.35K -39 -0.3%
LPT
621
Legacy Private Trust
Wisconsin
$1.22M -$43K -500 -4%
SHWM
622
Smith & Howard Wealth Management
Georgia
$1.22M +$1.18M +13,685 New
EWA
623
Exencial Wealth Advisors
Oklahoma
$1.22M +$229K +2,663 +24%
WSC
624
Wellington Shields & Co
New York
$1.22M +$516 +6 +0%
CFP
625
Cascade Financial Partners
California
$1.21M -$8K -93 -0.7%