Name Holding Trade Value Shares
Change
Change in
Stake
MG
1201
Mather Group
Illinois
$2.93M -$792K -12,868 -21%
LTAS
1202
Linden Thomas Advisory Services
North Carolina
$2.93M +$215K +3,491 +8%
GA
1203
GoalVest Advisory
New York
$2.92M +$174K +2,819 +6%
AEPWM
1204
Atlantic Edge Private Wealth Management
Florida
$2.92M +$13K +211 +0.4%
TA
1205
TFG Advisers
Michigan
$2.91M +$76K +1,234 +3%
C
1206
Certuity
Florida
$2.91M +$241K +3,911 +9%
MFG
1207
MidWestOne Financial Group
Iowa
$2.9M +$21.5K +349 +0.7%
PDL
1208
Portfolio Design Labs
California
$2.89M +$2.89M +46,879 New
ADL
1209
Asset Dedication LLC
California
$2.89M -$126K -2,041 -4%
TAM
1210
Tealwood Asset Management
Minnesota
$2.89M -$106K -1,716 -4%
GIM
1211
Generali Investments Management
Slovenia
$2.89M +$139K +2,263 +5%
WA1
1212
Wimmer Associates 1
California
$2.87M -$91.3K -1,483 -3%
SIA
1213
Schechter Investment Advisors
Michigan
$2.86M -$39.5K -641 -1%
DCM
1214
Dudley Capital Management
Virginia
$2.86M -$1.91K -31 -0.1%
IP
1215
Integras Partners
Georgia
$2.86M -$23.9K -389 -0.8%
A
1216
AlphaQuest
New York
$2.86M +$746K +12,119 +35%
IIC
1217
Ironwood Investment Counsel
Arizona
$2.86M -$47.2K -766 -2%
LCM
1218
Legato Capital Management
California
$2.85M – – –
CCA
1219
Checchi Capital Advisers
California
$2.84M +$73.8K +1,199 +3%
TAM
1220
Trust Asset Management
Texas
$2.84M -$84.7K -1,376 -3%
SWM
1221
Spire Wealth Management
Virginia
$2.84M +$183K +2,972 +7%
FTF
1222
Freedom Together Foundation
New York
$2.84M – – –
WIS
1223
Wright Investors Service
Connecticut
$2.84M +$1.11K +18 +0%
CT
1224
Coastline Trust
Rhode Island
$2.83M -$920K -14,951 -25%
FCMC
1225
Founders Capital Management (Connecticut)
Connecticut
$2.83M -$216K -3,507 -7%