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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1651
Manchester Capital Management
Vermont
$982K +$30.7K +700 +3%
Assenagon Asset Management
1652
Assenagon Asset Management
Luxembourg
$978K +$920K +20,974 New
CIM
1653
CCLA Investment Management
United Kingdom
$975K +$917K +20,919 New
TMAM
1654
Tokio Marine Asset Management
Japan
$970K +$126K +2,879 +16%
FSA
1655
Fort Sheridan Advisors
Illinois
$966K +$89.6K +2,043 +11%
KWA
1656
KCS Wealth Advisory
California
$965K +$12.5K +284 +1%
DWM
1657
Doyle Wealth Management
Florida
$963K -$211K -4,812 -19%
HPWM
1658
Highland Private Wealth Management
Washington
$963K +$80.9K +1,845 +10%
KFS
1659
Kurt F. Somerville
$962K +$65.8K +1,500 +8%
LB
1660
Legacy Bridge
Iowa
$961K -$33.1K -754 -4%
MCM
1661
Mork Capital Management
California
$961K
CB
1662
CNB Bank
Pennsylvania
$960K +$71.4K +1,628 +9%
CWM
1663
Circle Wealth Management
New Jersey
$957K -$61.5K -1,403 -6%
BCM
1664
Breiter Capital Management
Florida
$954K -$80.5K -1,835 -8%
RWM
1665
Ritholtz Wealth Management
New York
$953K +$447K +10,186 +99%
WIP
1666
Wellesley Investment Partners
Massachusetts
$952K -$112K -2,543 -11%
WA
1667
Wheatland Advisors
Pennsylvania
$952K -$21.9K -499 -2%
OPS
1668
Orion Portfolio Solutions
Nebraska
$947K +$215K +4,910 +32%
MLFP
1669
MPS Loria Financial Planners
Illinois
$943K +$3.68K +84 +0.4%
HCM
1670
HMS Capital Management
Tennessee
$943K +$886K +20,214 New
DWM
1671
Dakota Wealth Management
Florida
$941K -$447K -10,197 -34%
BPM
1672
Bowling Portfolio Management
Ohio
$939K -$4.65K -106 -0.5%
FFWA
1673
FRG Family Wealth Advisors
Washington
$938K +$35.1K +800 +4%
BW
1674
Bison Wealth
Georgia
$937K -$23.2K -529 -3%
AF
1675
Allworth Financial
California
$936K -$275K -6,263 -24%