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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1076
Echo Wealth Management
Minnesota
$454K
LRIC
1077
Long Road Investment Counsel
Michigan
$453K
MJP
1078
Michael J. Puzo
$451K -$38.1K -150 -8%
NAM
1079
NorthCrest Asset Manangement
Minnesota
$447K +$128K +502 +44%
VWM
1080
Vermillion Wealth Management
Minnesota
$447K -$24.1K -95 -5%
HIS
1081
Harvest Investment Services
Illinois
$445K -$11.4K -45 -3%
CPA
1082
Capital Planning Advisors
California
$443K +$1.02K +4 +0.2%
BBA
1083
BLB&B Advisors
Pennsylvania
$440K -$64.3K -253 -13%
SPC
1084
Spirepoint Private Client
Florida
$440K -$508 -2 -0.1%
TCPW
1085
Twin City Private Wealth
North Carolina
$437K +$21.1K +83 +5%
PWMG
1086
Pinnacle Wealth Management Group
Michigan
$432K -$104K -409 -20%
CTC
1087
Central Trust Company
Missouri
$431K +$3.81K +15 +0.9%
VCM
1088
Versant Capital Management
Arizona
$430K +$43.5K +171 +12%
AWM
1089
Axxcess Wealth Management
California
$429K -$175K -690 -30%
DS
1090
DRW Securities
Illinois
$427K +$112K +440 +38%
FFM
1091
Forum Financial Management
Illinois
$425K +$32.3K +127 +9%
FWP
1092
FAS Wealth Partners
Kansas
$424K +$1.02K +4 +0.3%
Fiera Capital (Canada)
1093
Fiera Capital (Canada)
Quebec, Canada
$422K -$322K -1,266 -45%
A
1094
AlphaQuest
New York
$420K -$2.21M -8,697 -85%
AWM
1095
Aries Wealth Management
Maine
$417K
PWMAG
1096
Pinnacle Wealth Management Advisory Group
New Jersey
$415K +$2.03K +8 +0.5%
KA
1097
Klingman & Associates
New York
$415K +$71.2K +280 +22%
PP
1098
PDS Planning
Ohio
$415K +$391K +1,540 New
HCM
1099
Howard Capital Management
Georgia
$411K +$28.7K +113 +8%
AP
1100
Advisors Preferred
Maryland
$409K