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Name Holding Trade Value Shares
Change
Change in
Stake
AFM
1726
Andesa Financial Management
Pennsylvania
$1.32M +$33.1K +200 +2%
ACM
1727
Adalta Capital Management
New York
$1.32M – – –
TWM
1728
Tradition Wealth Management
Minnesota
$1.32M -$88.8K -537 -6%
FCM
1729
Firestone Capital Management
Florida
$1.32M – – –
MWM
1730
Modera Wealth Management
New Jersey
$1.32M +$21K +127 +1%
JFGIW
1731
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.32M -$122K -738 -8%
PJSIMP
1732
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.31M +$193K +1,165 +17%
BRM
1733
Boston Research & Management
Massachusetts
$1.31M – – –
AWG
1734
Altus Wealth Group
Colorado
$1.31M +$5.62K +34 +0.3%
BDF
1735
Balasa Dinverno & Foltz
$1.31M +$365K +2,211 +32%
HNWAG
1736
High Net Worth Advisory Group
Florida
$1.31M -$283K -1,713 -16%
TAIM
1737
TD Ameritrade Investment Management
Nebraska
$1.3M -$438K -2,650 -23%
NIM
1738
Needham Investment Management
New York
$1.3M – – –
PMA
1739
Prudent Man Advisors
Illinois
$1.3M -$19K -115 -1%
FFMBT
1740
First Farmers & Merchants Bank Trust
Tennessee
$1.3M +$40.2K +243 +3%
CFCI
1741
Comprehensive Financial Consultants Institutional
Indiana
$1.3M -$686K -4,151 -31%
GCA
1742
Gradient Capital Advisors
California
$1.3M +$66K +399 +5%
MTIC
1743
Missouri Trust & Investment Company
Missouri
$1.29M -$1.65K -10 -0.1%
WTFG
1744
Wells Trecaso Financial Group
Ohio
$1.29M +$8.43K +51 +0.6%
CA
1745
Calton & Associates
Florida
$1.29M -$1.36M -8,216 -48%
REMPR
1746
Roof Eidam Maycock Peralta (REMP)
California
$1.29M +$42.3K +256 +3%
KIC
1747
Keating Investment Counselors
Florida
$1.29M -$38K -230 -3%
MTC
1748
McDaniel Terry & Co
Texas
$1.29M -$57.5K -348 -4%
5L
1749
55I LLC
Massachusetts
$1.28M +$198K +1,195 +16%
EWM
1750
Edge Wealth Management
New York
$1.28M +$4.13K +25 +0.3%