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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1126
Doyle Wealth Management
Florida
$558K +$525K +2,819 New
NFC
1127
Northeast Financial Consultants
Connecticut
$554K
KFA
1128
Kelleher Financial Advisors
New York
$552K -$40.8K -219 -7%
CFA
1129
Carroll Financial Associates
North Carolina
$549K
IP
1130
Isthmus Partners
Wisconsin
$547K -$6.58M -35,364 -93%
TIA
1131
Tiemann Investment Advisors
California
$547K +$130K +700 +34%
IR
1132
Invictus RG
Bermuda
$546K +$10.6K +57 +2%
MIM
1133
Marco Investment Management
Georgia
$543K -$6.52K -35 -1%
GD
1134
Grandfield & Dodd
New York
$543K
FFC
1135
First Financial Corp
Indiana
$542K -$7.45K -40 -1%
LIM
1136
Leavell Investment Management
Alabama
$541K
JIM
1137
Jupiter Investment Management
United Kingdom
$540K +$509K +2,733 New
AWA
1138
ARS Wealth Advisors
Florida
$538K +$186 +1 +0%
CA
1139
Cornerstone Advisory
Maryland
$536K
WPC
1140
White Pine Capital
Minnesota
$535K
WP
1141
WealthSource Partners
California
$525K +$494K +2,653 New
SPC
1142
Stewart & Patten Company
California
$524K -$37.2K -200 -7%
TBA
1143
Tower Bridge Advisors
Pennsylvania
$519K -$367K -1,970 -43%
SWA
1144
SFMG Wealth Advisors
Texas
$517K +$745 +4 +0.2%
Lido Advisors
1145
Lido Advisors
California
$516K -$54.5K -293 -10%
GI
1146
Gradient Investments
Minnesota
$516K
RAM
1147
Redmond Asset Management
Virginia
$516K
MIC
1148
Meridian Investment Counsel
California
$515K +$18.6K +100 +4%
KIC
1149
Keating Investment Counselors
Florida
$514K -$46.5K -250 -9%
GXMC
1150
Global X Management Company
New York
$511K +$52.1K +280 +12%