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Name Holding Trade Value Shares
Change
Change in
Stake
VA
1801
Valmark Advisers
Ohio
$557K +$47.2K +415 +9%
CPIA
1802
Cornell Pochily Investment Advisors
New York
$556K +$120K +1,057 +26%
NEPWA
1803
New England Private Wealth Advisors
Massachusetts
$552K +$50.8K +447 +10%
BWM
1804
BT Wealth Management
Georgia
$551K +$566K +4,982 New
MFBTD
1805
MB Financial Bank - Trust Department
Illinois
$549K – – –
RWA
1806
RGT Wealth Advisors
Texas
$548K -$83K -730 -13%
LBC
1807
Lawrence B. Cohen
$548K -$11.4K -100 -2%
BWM
1808
BerganKDV Wealth Management
Minnesota
$546K +$21.6K +190 +4%
WCM
1809
Windsor Capital Management
Arizona
$546K +$102K +897 +22%
QAM
1810
Questar Asset Management
Minnesota
$546K +$566K +4,976 New
MC
1811
Miramar Capital
Illinois
$544K +$566K +4,980 New
SFG
1812
Sather Financial Group
Texas
$543K +$159K +1,395 +39%
GBBWRPM
1813
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$542K -$50.5K -444 -8%
VCM
1814
Vivaldi Capital Management
Illinois
$542K +$265K +2,331 +89%
COI
1815
Capital One Investing
Virginia
$541K +$561K +4,937 New
TCM
1816
Tradewinds Capital Management
Washington
$539K -$34.7K -305 -6%
SIAP
1817
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$539K +$45.5K +400 +9%
CBFP
1818
Cedar Brook Financial Partners
Ohio
$539K +$559K +4,916 New
AMCA
1819
Arthur M. Cohen & Associates
Illinois
$538K +$8.98K +79 +2%
BCA
1820
Bay Colony Advisors
Massachusetts
$535K +$123K +1,085 +29%
RIS
1821
Retirement Income Solutions
Michigan
$531K -$2.84K -25 -0.5%
SC
1822
SRB Corp
Massachusetts
$530K – – –
BWM
1823
Buckley Wealth Management
Nevada
$528K +$52.6K +463 +11%
OC
1824
Oarsman Capital
Wisconsin
$527K – – –
AF
1825
Advisornet Financial
Minnesota
$526K -$69.9K -615 -11%