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Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
801
Institute for Wealth Management
Colorado
$3.19M -$64.8K -264 -2%
BSA
802
Bull Street Advisors
Georgia
$3.18M +$55.2K +225 +2%
MFAM
803
Motley Fool Asset Management
Virginia
$3.16M -$75.9K -309 -2%
CNBT
804
Canandaigua National Bank & Trust
New York
$3.16M +$3.21M +13,071 New
LGF
805
LGT Group Foundation
Liechtenstein
$3.14M -$786K -3,203 -20%
MOS
806
MGO One Seven
Ohio
$3.13M +$1.61M +6,570 +103%
COI
807
Connable Office Inc
Michigan
$3.13M -$30.4K -124 -0.9%
AMIM
808
Aull & Monroe Investment Management
Alabama
$3.1M -$49.1K -200 -2%
SCP
809
Stamos Capital Partners
California
$3.09M +$626K +2,550 +25%
RCA
810
Resonant Capital Advisors
Wisconsin
$3.07M +$48.4K +197 +2%
WG
811
Watchman Group
Texas
$3.06M -$7.36K -30 -0.2%
TIMH
812
Tilt Investment Management Holdings
New York
$3.05M +$88.6K +361 +3%
SIAP
813
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$3.05M -$111K -453 -3%
CCFP
814
Charles Carroll Financial Partners
Massachusetts
$3.05M
NRW
815
Nova R Wealth
Kansas
$3.04M +$1.23K +5 +0%
OPCM
816
Osborne Partners Capital Management
California
$3.04M
LSAG
817
Lake Street Advisors Group
New Hampshire
$3.03M -$245 -1 -0%
GP
818
Geneva Partners
Wisconsin
$3.02M -$304K -1,240 -9%
V
819
ValueWorks
New York
$3.01M +$1.96K +8 +0.1%
HSA
820
HBK Sorce Advisory
Pennsylvania
$3M -$3.54M -14,410 -54%
VIA
821
Vickerman Investment Advisors
Washington
$2.99M +$9.33K +38 +0.3%
ISB
822
Iowa State Bank
Iowa
$2.99M +$136K +556 +5%
ZF
823
Zhang Financial
Michigan
$2.97M +$46.4K +189 +2%
BL
824
BFSG LLC
California
$2.97M +$170K +693 +6%
OPW
825
Oxler Private Wealth
New York
$2.96M +$5.65K +23 +0.2%