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Name Holding Trade Value Shares
Change
Change in
Stake
MYLI
1026
Meiji Yasuda Life Insurance
Japan
$1.01M -$36.5K -616 -4%
CWM
1027
Cordatus Wealth Management
Pennsylvania
$1.01M +$951K +16,052 New
1WA
1028
180 Wealth Advisors
Washington
$1.01M +$102K +1,716 +12%
CFD
1029
Creative Financial Designs
Indiana
$1.01M +$34.7K +585 +4%
FFA
1030
First Foundation Advisors
California
$1M +$362K +6,111 +62%
PAM
1031
Palisade Asset Management
Minnesota
$995K -$8.89K -150 -0.9%
HJMC
1032
Hellman Jordan Management Company
Massachusetts
$992K +$932K +15,724 New
PHS
1033
Pekin Hardy Strauss
Illinois
$989K +$415K +6,995 +81%
HW
1034
Hedeker Wealth
Illinois
$987K -$155K -2,613 -14%
CCM
1035
Cribstone Capital Management
Maine
$984K -$117K -1,974 -11%
FA
1036
FDx Advisors
Illinois
$983K -$1.38M -23,281 -60%
BMC
1037
Beaton Management Company
Massachusetts
$982K +$27.6K +465 +3%
PG
1038
Proffitt & Goodson
Tennessee
$980K +$631K +10,646 +218%
RA
1039
Rational Advisors
New York
$977K +$50.7K +856 +6%
SJIM
1040
St. Johns Investment Management
Florida
$975K +$14.6K +247 +2%
LFA
1041
Legacy Financial Advisors
Kentucky
$975K +$131K +2,206 +17%
WJWM
1042
Williams Jones Wealth Management
New York
$970K +$912K +15,384 New
EM
1043
ELCO Management
New York
$968K -$296 -5 -0%
BSW
1044
Buckingham Strategic Wealth
Missouri
$968K +$52.4K +885 +6%
AFM
1045
Abbot Financial Management
Massachusetts
$965K +$23.8K +401 +3%
WA
1046
WBH Advisory
Maryland
$962K -$13.5K -228 -1%
PCM
1047
Perkins Capital Management
Minnesota
$962K +$77K +1,300 +9%
NFG
1048
Next Financial Group
Texas
$962K +$226K +3,817 +33%
WCA
1049
Westover Capital Advisors
Delaware
$962K +$344K +5,811 +62%
BMC
1050
Benin Management Corp
Connecticut
$958K -$11.9K -200 -1%