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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1401
SevenBridge Financial Group
Pennsylvania
$4.43M +$250K +2,820 +6%
OIA
1402
Optimum Investment Advisors
Illinois
$4.42M +$19.5K +220 +0.5%
FSCP
1403
Franklin Street Capital Partners
New York
$4.42M +$4.23M +47,800 New
HWA
1404
HCR Wealth Advisors
California
$4.41M +$770K +8,700 +22%
KJHP
1405
K.J. Harrison & Partners
Ontario, Canada
$4.41M +$340K +3,840 +9%
CCM
1406
Condor Capital Management
New Jersey
$4.4M -$19.5K -220 -0.5%
JRP
1407
Jasper Ridge Partners
California
$4.4M
HFAS
1408
Hummer Financial Advisory Services
Illinois
$4.39M +$4.2M +47,480 New
FDS
1409
Freedom Day Solutions
Texas
$4.38M -$136K -1,540 -3%
WCM
1410
WealthBridge Capital Management
Ohio
$4.37M +$110K +1,240 +3%
RP
1411
Rice Partnership
Hawaii
$4.37M -$1.56M -17,640 -27%
PHS
1412
Pekin Hardy Strauss
Illinois
$4.36M +$363K +4,100 +10%
CIM
1413
CenturyLink Investment Management
Colorado
$4.35M -$648K -7,320 -13%
FFG
1414
Frisch Financial Group
New York
$4.33M +$1.05M +11,860 +34%
SIP
1415
Stoneridge Investment Partners
Pennsylvania
$4.31M +$163K +1,840 +4%
LCM
1416
Landscape Capital Management
New Jersey
$4.3M -$3.45M -38,960 -46%
MIM
1417
Moseley Investment Management
Florida
$4.3M +$319K +3,600 +8%
HIM
1418
Harbour Investment Management
Washington
$4.28M -$38.9K -440 -0.9%
SWM
1419
SVA Wealth Management
Wisconsin
$4.27M -$273K -3,080 -6%
OA
1420
Oxbow Advisors
Texas
$4.27M +$1.62M +18,320 +66%
CWM
1421
Cornerstone Wealth Management
Missouri
$4.26M +$117K +1,320 +3%
KFA
1422
Kelleher Financial Advisors
New York
$4.23M
AFC
1423
AFT Forsyth & Company
Florida
$4.23M -$30.1K -340 -0.7%
QSS
1424
Quantitative Systematic Strategies
Florida
$4.22M -$628K -7,100 -13%
MWM
1425
Minot Wealth Management
Massachusetts
$4.22M +$3.96M +44,760 New