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Name Holding Trade Value Shares
Change
Change in
Stake
PCS
926
Personal CFO Solutions
New Jersey
$250K +$12.5K +85 +5%
PTC
927
Private Trust Company
Ohio
$250K -$23.8K -162 -9%
ICM
928
IMS Capital Management
Oregon
$250K – – –
FBA
929
Front Barnett Associates
Illinois
$249K – – –
DCM
930
Deuterium Capital Management
Florida
$248K +$251K +1,707 New
BWM
931
Blossom Wealth Management
California
$246K +$7.79K +53 +3%
YC
932
Yarbrough Capital
Tennessee
$246K – – –
FWM
933
FFT Wealth Management
Pennsylvania
$245K +$248K +1,685 New
LRIC
934
Long Road Investment Counsel
Michigan
$245K – – –
AAM
935
Advisors Asset Management
Colorado
$243K -$80.8K -550 -25%
XF
936
XML Financial
Maryland
$243K +$20.9K +142 +9%
OLA
937
Oliver Luxxe Assets
New Jersey
$240K -$4.55K -31 -2%
CCM
938
Carderock Capital Management
Maryland
$239K -$69.1K -470 -22%
IEFM
939
IQ EQ Fund Management
Ireland
$239K +$241K +1,640 New
FNA
940
First National Advisers
Nebraska
$238K +$135K +918 +128%
SIM
941
Sentry Investment Management
Wisconsin
$237K – – –
MA
942
Montag & Associates
Georgia
$236K +$3.53K +24 +2%
FA
943
Fiduciary Alliance
South Carolina
$235K +$237K +1,614 New
SSW
944
Smith Shellnut Wilson
Mississippi
$234K -$20.6K -140 -8%
CGL
945
Clarius Group LLC
Washington
$234K -$154K -1,049 -40%
SWM
946
SeaCrest Wealth Management
New York
$232K -$30.1K -205 -11%
HCM
947
Highview Capital Management
Illinois
$232K -$36K -245 -13%
IP
948
Isthmus Partners
Wisconsin
$232K – – –
CWC
949
Carolinas Wealth Consulting
North Carolina
$232K -$882 -6 -0.4%
ECM
950
Exchange Capital Management
Michigan
$231K +$12.5K +85 +6%