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Name Holding Trade Value Shares
Change
Change in
Stake
DPI
3401
Diversified Portfolios Inc
Michigan
$958K -$62.4K -466 -6%
RCG
3402
Rock Creek Group
District of Columbia
$956K -$424K -3,168 -30%
PIC
3403
Portland Investment Counsel
Ontario, Canada
$956K
CRIG
3404
Charter Research & Investment Group
Connecticut
$956K
LW
3405
Libra Wealth
California
$953K
PEA
3406
Park Edge Advisors
Ohio
$953K +$24.1K +180 +2%
VAM
3407
Valliance Asset Management
Hong Kong
$953K +$1M +7,500 New
Cohen & Steers
3408
Cohen & Steers
New York
$952K +$137K +1,026 +16%
NFP
3409
Narus Financial Partners
Utah
$949K +$11K +82 +1%
AFWM
3410
AMJ Financial Wealth Management
Virginia
$948K
FAN
3411
Financial Advisors Network
California
$946K +$997K +7,444 New
FNB
3412
Farmers National Bank
Kentucky
$946K +$2.95K +22 +0.3%
MLIC
3413
Mandatum Life Insurance Company
Finland
$943K +$375K +2,798 +61%
MCM
3414
Mainstay Capital Management
Michigan
$942K -$230K -1,713 -19%
PFC
3415
Phocas Financial Corp
California
$942K +$26.8K +200 +3%
NCM
3416
NCM Capital Management
New Jersey
$941K +$204K +1,521 +26%
GCIM
3417
Gunn & Company Investment Management
Florida
$941K +$992K +7,400 New
CWA
3418
Capital Wealth Alliance
Arizona
$940K -$200K -1,495 -17%
PA
3419
PFW Advisors
Georgia
$939K
BDF
3420
Black Diamond Financial
Maryland
$938K
MCM
3421
Mattern Capital Management
Colorado
$938K -$8.04K -60 -0.8%
RWA
3422
Rooted Wealth Advisors
Illinois
$937K +$131K +976 +18%
GA
3423
Goldstein Advisors
Wisconsin
$936K +$81.6K +609 +9%
RWP
3424
Ridgecrest Wealth Partners
California
$935K +$129K +962 +15%
GFPC
3425
Global Financial Private Client
Florida
$934K +$76.6K +572 +9%