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Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
1851
Center for Financial Planning
Michigan
$683K +$662K +14,236 New
SDAM
1852
Shulman DeMeo Asset Management
New York
$682K +$26.7K +575 +4%
NJBEST
1853
New Jersey Better Educational Savings Trust
New Jersey
$681K -$37.2K -800 -5%
SAM
1854
Security Asset Management
New York
$681K -$11.6K -250 -2%
PCMC
1855
Paragon Capital Management (Colorado)
Colorado
$680K -$55.8K -1,201 -8%
CWM
1856
Cornerstone Wealth Management
Missouri
$680K -$9.71K -209 -1%
TMAM
1857
Tokio Marine Asset Management
Japan
$679K +$43.6K +938 +7%
GC
1858
Grace Capital
Massachusetts
$676K
FA
1859
FMA Advisory
Pennsylvania
$676K +$65.1K +1,400 +11%
EFSCE
1860
Enterprise Financial Services Corp (EFSC)
Missouri
$674K -$45.5K -978 -7%
TT
1861
TI-Trust
Illinois
$674K +$653K +14,055 New
KWM
1862
Keebeck Wealth Management
Illinois
$674K +$654K +14,066 New
BOS
1863
Bingham Osborn & Scarborough
California
$673K +$4.83K +104 +0.7%
CCM
1864
Crossvault Capital Management
Texas
$671K -$333K -7,175 -34%
HCM
1865
Harvey Capital Management
Florida
$671K +$279K +6,000 +75%
HJMC
1866
Hellman Jordan Management Company
Massachusetts
$669K +$64.2K +1,382 +11%
IAS
1867
Investment Advisory Services
Texas
$668K +$648K +13,934 New
SIA
1868
Starfire Investment Advisers
Michigan
$665K +$46 +1 +0%
APWM
1869
Atlas Private Wealth Management
New York
$665K +$644K +13,858 New
BWP
1870
Bernardo Wealth Planning
Pennsylvania
$663K +$4.32K +93 +0.7%
GCAC
1871
Guardian Capital Advisors (Canada)
Ontario, Canada
$662K -$18.1K -390 -3%
DI
1872
DAGCO Inc
Ohio
$661K +$136K +2,925 +27%
HB
1873
Horizon Bancorp
Indiana
$660K +$639K +13,754 New
TL
1874
TrueWealth LLC
Georgia
$655K -$7.16K -154 -1%
FA
1875
FCG Advisors
New Jersey
$654K -$11.2K -242 -2%