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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1051
Annex Advisory Services
Wisconsin
$4.42M +$912K +13,383 +26%
SAMC
1052
Spectrum Asset Management (California)
California
$4.42M -$47.3K -694 -1%
PCG
1053
Prosperity Consulting Group
Maryland
$4.41M +$887K +13,014 +25%
PIA
1054
Petredis Investment Advisors
Pennsylvania
$4.37M -$7.5K -110 -0.2%
CT
1055
Chicago Trust
Illinois
$4.37M +$922K +13,530 +27%
MWM
1056
Mission Wealth Management
California
$4.36M +$23K +337 +0.5%
EP
1057
Edgestream Partners
New Jersey
$4.33M -$3.59M -52,684 -45%
MPAM
1058
Murphy Pohlad Asset Management
Minnesota
$4.33M – – –
FWM
1059
Forza Wealth Management
Florida
$4.33M +$42.2K +619 +1%
CAL
1060
Capital Analysts LLC
Pennsylvania
$4.31M +$80.7K +1,184 +2%
AFM
1061
Abbot Financial Management
Massachusetts
$4.3M -$67.8K -994 -2%
SM
1062
Sciencast Management
New Jersey
$4.29M +$4.28M +62,753 New
C
1063
Certuity
Florida
$4.29M +$1.08M +15,828 +34%
EFG
1064
Embree Financial Group
Illinois
$4.28M +$78.8K +1,156 +2%
CCT
1065
Chemung Canal Trust
New York
$4.27M +$43.6K +640 +1%
ET
1066
Equitable Trust
Tennessee
$4.27M +$54.5K +799 +1%
BCM
1067
Barometer Capital Management
Ontario, Canada
$4.26M -$2.18M -31,950 -34%
BCM
1068
Birch Capital Management
Texas
$4.26M -$16.7K -245 -0.4%
AAP
1069
Arax Advisory Partners
Colorado
$4.25M +$1.91M +28,080 +83%
BFM
1070
Boothbay Fund Management
New York
$4.24M +$2.86M +41,934 +209%
OPW
1071
Osprey Private Wealth
New York
$4.24M +$934K +13,700 +28%
4WM
1072
44 Wealth Management
Oregon
$4.23M -$108K -1,587 -3%
PWG
1073
Portside Wealth Group
Utah
$4.22M -$124K -1,815 -3%
HRC
1074
Hoertkorn Richard Charles
$4.2M +$307K +4,500 +8%
WAOTB
1075
Wealth Advisors of Tampa Bay
Florida
$4.17M -$96.8K -1,420 -2%