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Name Holding Trade Value Shares
Change
Change in
Stake
KNW
626
Kesler Norman & Wride
Utah
$770K +$789K +3,813 New
FIM
627
Freedom Investment Management
Connecticut
$768K +$93.3K +451 +13%
TC
628
TownSquare Capital
Utah
$767K +$785K +3,795 New
WAM
629
World Asset Management
Michigan
$766K -$34.1K -165 -4%
OIA
630
Optimum Investment Advisors
Illinois
$765K -$20.7K -100 -3%
IWM
631
IHT Wealth Management
Illinois
$765K +$127K +615 +19%
WFM
632
Wolff Financial Management
Michigan
$762K – – –
BCM
633
Brookstone Capital Management
Illinois
$760K +$21.1K +102 +3%
OA
634
Oxbow Advisors
Texas
$758K – – –
PTP
635
Platform Technology Partners
New York
$758K +$41K +198 +6%
MWM
636
Mission Wealth Management
California
$755K -$25K -121 -3%
BDF
637
Balasa Dinverno & Foltz
$754K -$50.1K -242 -6%
DJSG
638
D.J. St. Germain
Massachusetts
$754K +$41.4K +200 +6%
KCM
639
Kanawha Capital Management
Virginia
$748K – – –
BIM
640
Bridges Investment Management
Nebraska
$746K -$7.86K -38 -1%
EM
641
Excalibur Management
Massachusetts
$733K – – –
PWMAG
642
Pinnacle Wealth Management Advisory Group
New Jersey
$731K -$21.7K -105 -3%
WQ
643
Wealth Quarterback
New Jersey
$728K -$129K -625 -15%
UWM
644
Urban Wealth Management
California
$728K +$746K +3,606 New
MFG
645
Merit Financial Group
Georgia
$727K -$101K -489 -12%
HTC
646
Haverford Trust Company
Pennsylvania
$723K – – –
KRSITF
647
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$722K +$55.7K +269 +8%
Koshinski Asset Management
648
Koshinski Asset Management
Illinois
$719K +$414 +2 +0.1%
IA
649
IFG Advisory
Georgia
$716K -$8.9K -43 -1%
TWM
650
Titus Wealth Management
California
$716K – – –