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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1601
Madison Wealth Management
Ohio
$1.07M +$30.3K +690 +3%
HIIFS
1602
Harel Insurance Investments & Financial Services
Israel
$1.07M +$254K +5,803 +34%
MG
1603
Mather Group
Illinois
$1.07M +$548K +12,497 +120%
PCG
1604
Private Capital Group
Connecticut
$1.06M +$30.4K +694 +3%
NP
1605
NorthRock Partners
Minnesota
$1.06M -$98.5K -2,246 -9%
BAM
1606
Brave Asset Management
New Jersey
$1.06M -$28.1K -640 -3%
BCA
1607
Bay Colony Advisors
Massachusetts
$1.06M -$234K -5,333 -19%
AFC
1608
AFT Forsyth & Company
Florida
$1.06M -$62.3K -1,420 -6%
SCM
1609
Spreng Capital Management
Ohio
$1.06M +$755K +17,215 +317%
ESCM
1610
Echo Street Capital Management
New York
$1.06M +$992K +22,631 New
HFG
1611
Heron Financial Group
New York
$1.05M -$31.6K -721 -3%
THWM
1612
Taylor Hoffman Wealth Management
Virginia
$1.05M +$84K +1,916 +9%
RG
1613
Renaissance Group
Kentucky
$1.05M +$58.4K +1,332 +6%
MIM
1614
Miller Investment Management
Pennsylvania
$1.05M
BA
1615
Bristlecone Advisors
Washington
$1.05M -$125K -2,856 -11%
BHTS
1616
Bar Harbor Trust Services
Maine
$1.04M -$89.4K -2,038 -8%
VVP
1617
Venture Visionary Partners
Ohio
$1.04M +$2.54K +58 +0.3%
FFS
1618
Founders Financial Securities
Maryland
$1.04M +$36.2K +826 +4%
SW
1619
SkyOak Wealth
Michigan
$1.03M -$96.3K -2,197 -9%
AA
1620
Altman Advisors
Illinois
$1.03M +$48.5K +1,106 +5%
SWA
1621
SFMG Wealth Advisors
Texas
$1.03M +$281K +6,416 +41%
VRM
1622
Vectors Research Management
New York
$1.03M
PFC
1623
Poplar Forest Capital
California
$1.03M +$11K +251 +1%
KWM
1624
Keebeck Wealth Management
Illinois
$1.03M +$161K +3,677 +20%
PH
1625
Pinnacle Holdings
Oklahoma
$1.03M +$47K +1,072 +5%