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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
3351
Advance Capital Management
Michigan
$686K -$47.2K -489 -7%
HCA
3352
Heck Capital Advisors
Wisconsin
$685K +$21.4K +221 +3%
WAM
3353
Werlinich Asset Management
Connecticut
$684K +$386K +4,000 +153%
UWPG
3354
Ullmann Wealth Partners Group
Florida
$684K +$21.1K +218 +3%
MSFP
3355
Mark Sheptoff Financial Planning
Connecticut
$682K -$65.5K -678 -9%
VDI
3356
Vaughan David Investments
Illinois
$682K -$32.8K -340 -5%
GFPC
3357
Global Financial Private Client
Florida
$680K
JWWM
3358
Johnson & White Wealth Management
Pennsylvania
$679K -$309K -3,199 -33%
SGA
3359
Seaport Global Advisors
Massachusetts
$679K +$267K +2,766 +73%
AFO
3360
Arrowroot Family Office
California
$679K +$635K +6,573 New
HS
3361
HighVista Strategies
Massachusetts
$679K +$132K +1,370 +26%
RC
3362
Rovin Capital
Arizona
$677K +$43.5K +450 +7%
FNWM
3363
Financial Network Wealth Management
Utah
$676K -$8.6K -89 -1%
IA
3364
IFG Advisors
Missouri
$674K -$7.73K -80 -1%
PWMG
3365
Pinnacle Wealth Management Group
Michigan
$672K -$43.5K -450 -6%
EA
3366
Echo45 Advisors
California
$671K -$123K -1,274 -16%
Cohen & Steers
3367
Cohen & Steers
New York
$668K
JWM
3368
Janiczek Wealth Management
Colorado
$668K +$139K +1,434 +28%
TIM
3369
Thornburg Investment Management
New Mexico
$667K +$624K +6,458 New
EMFAT
3370
Emerald Mutual Fund Advisers Trust
Pennsylvania
$667K -$112K -1,164 -15%
WA
3371
Wambolt & Associates
Colorado
$667K -$15.1K -156 -2%
CAP
3372
Columbia Advisory Partners
Washington
$666K -$352K -3,647 -36%
NB
3373
Northwest Bancshares
Pennsylvania
$666K +$22.4K +232 +4%
WBCM
3374
Wilson & Boucher Capital Management
California
$666K +$41.5K +430 +7%
PCM
3375
Presidio Capital Management
California
$666K -$9.66K -100 -2%