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Name Holding Trade Value Shares
Change
Change in
Stake
SDJVC
3026
St. Denis J. Villere & Co
Louisiana
$440K +$12.6K +80 +3%
FCM
3027
Fortis Capital Management
Washington
$438K +$12.6K +80 +3%
FBFS
3028
First Business Financial Services
Wisconsin
$435K
GG
3029
GenWealth Group
New Jersey
$431K -$31.5K -200 -7%
TFF
3030
The Family Firm
Maryland
$431K -$15.8K -100 -4%
PCFFS
3031
Pacific Center for Financial Services
California
$431K +$18.9K +120 +5%
EBSAM
3032
Eubel Brady & Suttman Asset Management
Ohio
$428K -$25.2K -160 -6%
BIP
3033
Blueprint Investment Partners
North Carolina
$427K +$413K +2,620 New
SLWS
3034
Swaine & Leidel Wealth Services
Florida
$425K -$91.4K -580 -18%
AFA
3035
Atlanta Financial Associates
Georgia
$425K +$177K +1,120 +71%
Millennium Management
3036
Millennium Management
New York
$423K +$151M +955,880 +55%
TAIM
3037
TD Ameritrade Investment Management
Nebraska
$422K -$82K -520 -16%
MFS
3038
Madrona Financial Services
Washington
$422K +$101K +640 +31%
KLWA
3039
Kelly Lawrence W & Associates
California
$419K
CSIA
3040
Charles Schwab Investment Advisory
California
$419K +$419K +2,660 New
NP
3041
Ninepoint Partners
Ontario, Canada
$416K -$233K -1,480 -36%
OWM
3042
Opes Wealth Management
California
$416K +$25.2K +160 +6%
MIG
3043
McGuire Investment Group
Rhode Island
$412K +$97.7K +620 +31%
WFWM
3044
Wechter Feldman Wealth Management
New Jersey
$409K +$53.6K +340 +15%
NERM
3045
New England Research & Management
Illinois
$406K -$192K -1,220 -32%
PWM
3046
Praetorian Wealth Management
California
$406K -$18.9K -120 -4%
Boston Partners
3047
Boston Partners
Massachusetts
$406K
PWS
3048
Paragon Wealth Strategies
Florida
$406K +$56.8K +360 +16%
WFMPM
3049
Woodley Farra Manion Portfolio Management
Indiana
$403K -$37.8K -240 -9%
OWM
3050
Orgel Wealth Management
Wisconsin
$403K -$28.4K -180 -7%