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Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
626
L.J. Altfest & Co
New York
$1.81M -$264K -363 -12%
Kovitz Investment Group Partners
627
Kovitz Investment Group Partners
Illinois
$1.81M +$1.09M +1,500 +122%
MWM
628
Mission Wealth Management
California
$1.79M +$10.2K +14 +0.5%
HBWM
629
Hollow Brook Wealth Management
New York
$1.78M -$22.6K -31 -1%
DA
630
Dover Advisors
Virginia
$1.78M +$471K +648 +32%
CW
631
CreativeOne Wealth
Kansas
$1.76M +$834K +1,146 +76%
CIC
632
Carnegie Investment Counsel
Ohio
$1.76M +$526K +723 +34%
IWC
633
Integrated Wealth Concepts
Massachusetts
$1.75M -$202K -277 -9%
CL
634
CIM LLC
New York
$1.75M +$157K +216 +9%
WCA
635
Westover Capital Advisors
Delaware
$1.75M +$206K +283 +12%
CAM
636
Columbia Asset Management
Michigan
$1.74M +$113K +156 +6%
YDMI
637
Y.D. More Investments
Israel
$1.74M -$422K -580 -18%
AWA
638
Aaron Wealth Advisors
Illinois
$1.73M +$26.2K +36 +1%
MCM
639
Mengis Capital Management
Oregon
$1.73M +$24.7K +34 +1%
MCP
640
Martin Capital Partners
Oregon
$1.72M +$221K +304 +13%
SWM
641
SeaCrest Wealth Management
New York
$1.72M -$463K -636 -20%
AWM
642
AE Wealth Management
Kansas
$1.72M -$165K -227 -8%
KHCM
643
Kirtland Hills Capital Management
Ohio
$1.71M +$733K +1,008 +60%
CM
644
CastleKnight Management
New York
$1.71M -$182K -250 -9%
SF
645
Summit Financial
New Jersey
$1.7M -$152K -209 -8%
ST
646
Sentinel Trust
Texas
$1.68M -$133K -183 -7%
LIM
647
Leavell Investment Management
Alabama
$1.68M +$48.7K +67 +3%
SC
648
Scholtz & Company
Connecticut
$1.68M +$14.6K +20 +0.8%
WOC
649
West Oak Capital
California
$1.67M +$260K +357 +17%
CWMGP
650
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.66M +$90.2K +124 +5%