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Name Holding Trade Value Shares
Change
Change in
Stake
FIM
1251
Frontier Investment Management
Texas
$912K +$5.5K +16 +0.6%
KFA
1252
Kelleher Financial Advisors
New York
$912K +$33.4K +97 +4%
JMFC
1253
J.M. Forbes & Co
Massachusetts
$911K -$77.4K -225 -8%
JA
1254
JOYN Advisors
Georgia
$910K -$494K -1,437 -35%
UAS
1255
United Asset Strategies
New York
$909K +$13.1K +38 +1%
WPC
1256
White Pine Capital
Minnesota
$908K
OIA
1257
OneDigital Investment Advisors
Kansas
$906K +$44K +128 +5%
AWA
1258
Arete Wealth Advisors
Illinois
$905K +$229K +665 +33%
SBWM
1259
Sunflower Bank Wealth Management
Arizona
$904K
STMM
1260
South Texas Money Management
Texas
$903K +$27.5K +80 +3%
Rockefeller Capital Management
1261
Rockefeller Capital Management
New York
$903K +$342K +993 +59%
CAAS
1262
Capital Asset Advisory Services
Michigan
$900K +$103K +300 +13%
SC
1263
Sawyer & Company
Massachusetts
$896K
AIM
1264
Acropolis Investment Management
Missouri
$894K -$23K -67 -2%
SS
1265
Sunbelt Securities
Texas
$894K +$206K +599 +29%
HFA
1266
High Falls Advisors
New York
$893K -$41.6K -121 -4%
LIM
1267
Leavell Investment Management
Alabama
$889K +$27.2K +79 +3%
CFA
1268
Carroll Financial Associates
North Carolina
$888K
HW
1269
Hedeker Wealth
Illinois
$887K -$115K -335 -11%
JCM
1270
Janney Capital Management
Pennsylvania
$886K -$47.8K -139 -5%
NF
1271
Nikulski Financial
Iowa
$886K +$25.8K +75 +3%
BFA
1272
Beaumont Financial Advisors
Massachusetts
$885K +$13.1K +38 +1%
BP
1273
Ballentine Partners
Massachusetts
$884K +$54.3K +158 +6%
FWCM
1274
First Western Capital Management
California
$881K +$117K +339 +15%
HEIP
1275
Hudson Edge Investment Partners
New Jersey
$880K