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Name Holding Trade Value Shares
Change
Change in
Stake
DWP
1351
Daymark Wealth Partners
Ohio
$523K +$166K +798 +48%
CNAM
1352
Campbell Newman Asset Management
Wisconsin
$522K
CA
1353
Crane Advisory
California
$522K -$19.1K -92 -4%
GEA
1354
Glen Eagle Advisors
New Jersey
$521K +$199K +959 +64%
IF
1355
Ironwood Financial
Arizona
$521K -$20.8K -100 -4%
SCM
1356
Schnieders Capital Management
California
$520K +$20.8K +100 +4%
MS
1357
Mizuho Securities
Japan
$520K +$299K +1,440 +143%
EE
1358
EWG Elevate
California
$520K +$508K +2,447 New
CFA
1359
Capstone Financial Advisors
Illinois
$519K +$6.44K +31 +1%
ITIM
1360
Indiana Trust & Investment Management
Indiana
$518K -$7.69K -37 -1%
FNBOO
1361
First National Bank of Omaha
Nebraska
$518K +$11.8K +57 +2%
SB
1362
Strategic Blueprint
Georgia
$518K +$43.2K +208 +9%
WI
1363
Wedgewood Investors
Pennsylvania
$516K
COCM
1364
Charter Oak Capital Management
New Hampshire
$515K -$8.31K -40 -2%
LB
1365
Leo Brokerage
Texas
$514K +$503K +2,421 New
PP
1366
PDS Planning
Ohio
$512K +$114K +548 +29%
ECG
1367
Edge Capital Group
Georgia
$511K -$125K -600 -20%
CST
1368
Charles Schwab Trust
Nevada
$509K +$9.35K +45 +2%
TC
1369
Telemus Capital
Michigan
$508K -$116K -558 -19%
IA
1370
Inspire Advisors
Idaho
$505K +$9.77K +47 +2%
NFG
1371
Norris Financial Group
South Carolina
$503K +$104K +500 +27%
JAWM
1372
J. Arnold Wealth Management
Ohio
$503K
EIM
1373
Ervin Investment Management
Washington
$502K -$192K -925 -28%
BIP
1374
Blueprint Investment Partners
North Carolina
$502K +$195K +940 +66%
GFS
1375
GYL Financial Synergies
Connecticut
$502K +$38.2K +184 +8%