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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1526
Alethea Capital Management
Washington
$585K – – –
MWPCG
1527
Measured Wealth Private Client Group
New Hampshire
$583K +$126K +511 +27%
FAM
1528
Formidable Asset Management
Ohio
$582K -$74.8K -304 -11%
MA
1529
MBA Advisors
Pennsylvania
$582K – – –
HCM
1530
HMS Capital Management
Tennessee
$576K -$29.5K -120 -5%
CAL
1531
Capital Advisors Ltd
Ohio
$575K +$198K +804 +52%
BWA
1532
Burt Wealth Advisors
Maryland
$574K -$51.7K -210 -8%
WIM
1533
Westside Investment Management
California
$574K +$87.8K +357 +3%
MFW
1534
Meristem Family Wealth
Minnesota
$572K +$308K +1,250 +114%
LP
1535
LMR Partners
United Kingdom
$568K -$203K -825 -26%
FWIA
1536
Fort Washington Investment Advisors
Ohio
$567K – – –
EB
1537
Eastern Bank
Massachusetts
$562K – – –
DA
1538
Duality Advisers
Florida
$562K +$567K +2,304 New
MIC
1539
Means Investment Company
Maine
$561K +$2.95K +12 +0.5%
FCBT
1540
First Citizens Bank & Trust
North Carolina
$560K -$363K -1,477 -39%
FBT
1541
First Bank & Trust
South Dakota
$560K +$26.6K +108 +5%
FHC
1542
First Heartland Consultants
Missouri
$559K -$106K -431 -16%
WDL
1543
Well Done LLC
Michigan
$559K +$1.48K +6 +0.3%
PWW
1544
Pettyjohn Wood & White
Virginia
$557K -$84.9K -345 -13%
AWA
1545
Arete Wealth Advisors
Illinois
$557K -$33.2K -135 -4%
RCC
1546
Red Cedar Capital
Nebraska
$556K – – –
DA
1547
Detalus Advisors
Missouri
$555K -$9.84K -40 -2%
CFD
1548
Creative Financial Designs
Indiana
$555K +$59.5K +242 +12%
MCM
1549
Monument Capital Management
Virginia
$555K +$560K +2,276 New
PMFA
1550
Plante Moran Financial Advisors
Michigan
$554K -$17.7K -72 -3%