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Name Holding Trade Value Shares
Change
Change in
Stake
PAM
1801
Paradigm Asset Management
New York
$511K +$121K +300 +33%
CPCM
1802
Cardinal Point Capital Management
Ontario, Canada
$509K +$171K +425 +55%
KFI
1803
Key Financial Inc
Pennsylvania
$508K -$38.7K -96 -7%
SIC
1804
Shoker Investment Counsel
Ohio
$507K -$18.1K -45 -4%
HWM
1805
HFR Wealth Management
New York
$507K -$37.9K -94 -7%
LAS
1806
LWM Advisory Services
Florida
$505K +$4.44K +11 +0.9%
ISFAN
1807
Investor's Fiduciary Advisor Network
Washington
$504K +$138K +341 +40%
GG
1808
Greenwood Gearhart
Arkansas
$504K +$171K +424 +56%
AI
1809
Accredited Investors
Minnesota
$503K -$52K -129 -10%
FF
1810
Formulate Financial
Florida
$501K -$465K -1,152 -49%
LC
1811
Lincoln Capital
Nebraska
$501K +$5.24K +13 +1%
SSWM
1812
Strait & Sound Wealth Management
California
$500K
KCM
1813
Kanawha Capital Management
Virginia
$498K +$76.2K +189 +19%
JFG
1814
Juno Financial Group
Virginia
$496K +$2.82K +7 +0.6%
SIA
1815
Strategic Investment Advisors
Michigan
$495K +$236K +586 +102%
VWA
1816
VSM Wealth Advisory
Maryland
$495K
VP
1817
Verum Partners
North Carolina
$492K -$7.26K -18 -2%
RA
1818
Rational Advisors
New York
$491K +$465K +1,152 New
OCM
1819
Objective Capital Management
Ohio
$490K
GC
1820
Granville Capital
North Carolina
$488K +$10.1K +25 +2%
PPWM
1821
Paragon Private Wealth Management
Kentucky
$487K -$33.1K -82 -7%
QPWM
1822
Quadrant Private Wealth Management
Pennsylvania
$487K -$27K -67 -6%
MTIC
1823
Missouri Trust & Investment Company
Missouri
$486K
SB
1824
Sunflower Bank
Texas
$485K -$27K -67 -6%
FFA
1825
First Foundation Advisors
California
$483K -$1.61K -4 -0.4%