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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1751
Pinnacle Wealth Management
California
$1.63M -$522K -2,993 -25%
AR
1752
Advisory Research
Illinois
$1.63M -$190K -1,089 -11%
VCM
1753
Virtue Capital Management
Tennessee
$1.63M +$1.24M +7,083 +354%
CCM
1754
Compton Capital Management
Rhode Island
$1.63M -$69.8K -400 -4%
KA
1755
KLCM Advisors
Wisconsin
$1.62M -$25.7K -147 -2%
RVPG
1756
Relative Value Partners Group
$1.62M +$127K +727 +9%
TWM
1757
Tradition Wealth Management
Minnesota
$1.62M -$79.1K -453 -5%
WTFG
1758
Wells Trecaso Financial Group
Ohio
$1.62M +$4.54K +26 +0.3%
MFG
1759
Menard Financial Group
Texas
$1.62M -$395K -2,261 -20%
Needham Investment Management
1760
Needham Investment Management
New York
$1.62M – – –
Vise Technologies
1761
Vise Technologies
New York
$1.61M +$296K +1,696 +23%
BOPW
1762
Brandywine Oak Private Wealth
Pennsylvania
$1.61M -$81.8K -469 -5%
Plancorp LLC
1763
Plancorp LLC
Missouri
$1.61M +$4.54K +26 +0.3%
PSP
1764
Pacific Sage Partners
Washington
$1.61M +$1.57M +8,984 New
BRM
1765
Boston Research & Management
Massachusetts
$1.61M -$14K -80 -0.9%
GCA
1766
Gradient Capital Advisors
California
$1.61M – – –
Advisory Alpha
1767
Advisory Alpha
Michigan
$1.61M +$44.7K +256 +3%
CCA
1768
Cadent Capital Advisors
Oklahoma
$1.6M +$424K +2,427 +37%
KIG
1769
Kowal Investment Group
Wisconsin
$1.6M +$64.4K +369 +4%
PFBT
1770
Parkside Financial Bank & Trust
Missouri
$1.6M +$115K +661 +8%
CFCI
1771
Comprehensive Financial Consultants Institutional
Indiana
$1.6M -$58.3K -334 -4%
MTC
1772
McDaniel Terry & Co
Texas
$1.6M +$1.22K +7 +0.1%
BFC
1773
Blue Fin Capital
Rhode Island
$1.6M +$773K +4,432 +99%
CWM
1774
Centric Wealth Management
Illinois
$1.6M +$29.7K +170 +2%
CWMGP
1775
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.59M -$88.8K -509 -5%