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Name Holding Trade Value Shares
Change
Change in
Stake
GWMIA
3101
Global Wealth Management Investment Advisory
Florida
$1.45M -$154K -900 -9%
SWRP
3102
Summit Wealth & Retirement Planning
California
$1.45M -$75.3K -440 -5%
VCP
3103
Vista Capital Partners
Oregon
$1.45M -$30.8K -180 -2%
CIAS
3104
CFS Investment Advisory Services
New Jersey
$1.45M +$6.85K +40 +0.4%
HCM
3105
Hengehold Capital Management
Ohio
$1.45M +$34.2K +200 +2%
KIC
3106
Kensington Investment Counsel
California
$1.44M +$1.48M +8,660 New
SAM
3107
Strategy Asset Managers
California
$1.44M -$418K -2,440 -22%
CCB
3108
Cutter & Co Brokerage
Missouri
$1.44M +$17.1K +100 +1%
RFA
3109
Resurgent Financial Advisors
Georgia
$1.43M +$1.47M +8,600 New
PS
3110
Portfolio Strategies
New York
$1.43M +$37.7K +220 +3%
SIM
3111
Studio Investment Management
Illinois
$1.43M +$383K +2,240 +35%
WG
3112
Winton Group
United Kingdom
$1.43M -$1.49M -8,720 -50%
CCA
3113
Clearwater Capital Advisors
Illinois
$1.42M +$157K +920 +12%
PWM
3114
Palumbo Wealth Management
New York
$1.42M +$3.42K +20 +0.2%
1CP
3115
17 Capital Partners
Arizona
$1.42M +$120K +700 +9%
LMAM
3116
Legg Mason Asset Management
Japan
$1.42M -$71.9K -420 -5%
QWM
3117
Quaker Wealth Management
New Jersey
$1.42M +$1.45M +8,500 New
MCWS
3118
McKinley Carter Wealth Services
West Virginia
$1.41M
WC
3119
Woodstock Corp
Massachusetts
$1.41M +$30.8K +180 +2%
WIC
3120
Woodmont Investment Counsel
Tennessee
$1.41M +$37.7K +220 +3%
EM
3121
Excalibur Management
Massachusetts
$1.41M +$175K +1,020 +14%
JE
3122
JMAC Enterprises
Pennsylvania
$1.41M +$1.52M +8,860 New
CG
3123
Castellan Group
Kentucky
$1.41M -$21.5M -125,560 -94%
Financial Engines Advisors
3124
Financial Engines Advisors
California
$1.41M -$1.25M -7,280 -46%
TCM
3125
Tanaka Capital Management
New York
$1.41M -$205K -1,200 -12%