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Name Holding Trade Value Shares
Change
Change in
Stake
PJWM
1326
Philip James Wealth Mangement
Georgia
$2.95M -$304K -3,880 -9%
CI
1327
Cigna Investments
Connecticut
$2.95M -$29.7K -379 -1%
Chicago Capital
1328
Chicago Capital
Illinois
$2.94M -$33.3K -425 -1%
PFM
1329
Patton Fund Management
Texas
$2.94M -$5.19M -66,311 -64%
MNBTD
1330
Moody National Bank Trust Division
Texas
$2.93M +$1.57K +20 +0.1%
WLPWM
1331
Walled Lake Planning & Wealth Management
Illinois
$2.92M -$3.16M -40,351 -52%
BAM
1332
Bell Asset Management
Australia
$2.92M -$420K -5,359 -12%
KLWA
1333
Kelly Lawrence W & Associates
California
$2.91M -$592K -7,567 -17%
Horizon Kinetics Asset Management
1334
Horizon Kinetics Asset Management
New York
$2.91M -$114K -1,450 -4%
IIC
1335
Integrated Investment Consultants
Michigan
$2.91M -$62.9K -804 -2%
Catalyst Capital Advisors
1336
Catalyst Capital Advisors
New York
$2.9M -$1.24M -15,884 -30%
EFG
1337
Everhart Financial Group
Ohio
$2.89M +$112K +1,426 +4%
FAFN
1338
First Affirmative Financial Network
Colorado
$2.89M +$2.92M +37,241 New
TPWM
1339
Twelve Points Wealth Management
Massachusetts
$2.89M +$41.6K +532 +1%
BSA
1340
Bull Street Advisors
Georgia
$2.88M -$35.9K -459 -1%
GWCM
1341
Godshalk Welsh Capital Management
Pennsylvania
$2.88M -$19.6K -250 -0.7%
UOTTAIMCU
1342
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2.86M +$2.88M +36,850 New
JA
1343
JLB & Associates
Michigan
$2.85M +$8.69K +111 +0.3%
MLL
1344
Moody Lynn & Lieberson
Massachusetts
$2.85M -$19.4K -248 -0.7%
HighPoint Advisor Group
1345
HighPoint Advisor Group
Illinois
$2.84M -$7.93M -101,284 -73%
QWM
1346
Quadcap Wealth Management
Texas
$2.84M -$220K -2,809 -7%
WW
1347
Waterfront Wealth
Kansas
$2.82M +$187K +2,393 +7%
CFSG
1348
Community Financial Services Group
Vermont
$2.82M +$429K +5,477 +18%
SFS
1349
Stiles Financial Services
Minnesota
$2.82M -$126K -1,615 -4%
CWM
1350
Cordatus Wealth Management
Pennsylvania
$2.82M +$7.04K +90 +0.2%