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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
1301
Shoker Investment Counsel
Ohio
$3.28M -$41.8K -277 -1%
MG
1302
Mather Group
Illinois
$3.28M -$558K -3,701 -14%
LWM
1303
Liberty Wealth Management
California
$3.27M -$130K -862 -4%
MC
1304
Middleton & Co
Massachusetts
$3.27M
FCIM
1305
Fairview Capital Investment Management
California
$3.26M +$9.05K +60 +0.3%
LWA
1306
Lineweaver Wealth Advisors
Ohio
$3.25M +$169K +1,122 +6%
CSC
1307
Caldwell Sutter Capital
California
$3.25M +$21.3K +141 +0.7%
MSFS
1308
Main Street Financial Solutions
Pennsylvania
$3.24M +$591K +3,918 +24%
PP
1309
Paloma Partners
Connecticut
$3.23M +$3.02M +20,023 +4,163%
CAM
1310
Cidel Asset Management
Ontario, Canada
$3.23M +$145K +962 +5%
SPIS
1311
Steward Partners Investment Solutions
Oregon
$3.23M +$1.93M +12,764 +165%
TA
1312
TFG Advisers
Michigan
$3.23M +$39.4K +261 +1%
FAP
1313
Financial Advisory Partners
Florida
$3.23M -$453K -3,001 -13%
CT
1314
Coastline Trust
Rhode Island
$3.22M -$1.67M -11,034 -35%
MYIA
1315
Mount Yale Investment Advisors
Colorado
$3.22M +$1.46M +9,655 +90%
EAM
1316
Erste Asset Management
Austria
$3.22M -$617K -4,092 -17%
TC
1317
Trilogy Capital
California
$3.22M +$301K +1,992 +11%
GCM
1318
Gables Capital Management
Florida
$3.21M +$64.1K +425 +2%
Acadian Asset Management
1319
Acadian Asset Management
Massachusetts
$3.2M -$13.9M -91,867 -82%
MCWS
1320
McKinley Carter Wealth Services
West Virginia
$3.2M -$14.6K -97 -0.5%
TI
1321
TTP Investments
California
$3.2M -$72.3K -479 -2%
TPI
1322
Trust Point Inc
Wisconsin
$3.19M +$28.2K +187 +0.9%
DPIM
1323
Duff & Phelps Investment Management
Illinois
$3.19M +$89.6K +594 +3%
KLWA
1324
Kelly Lawrence W & Associates
California
$3.19M
CPA
1325
Cardiff Park Advisors
California
$3.18M +$4.38K +29 +0.1%