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Name Holding Trade Value Shares
Change
Change in
Stake
JIP
1251
Jaffetilchin Investment Partners
Florida
$3.53M +$168K +483 +4%
SCM
1252
SOL Capital Management
Maryland
$3.53M -$95.4K -275 -2%
ACM
1253
Alpha Capital Management
Texas
$3.53M +$2.35M +6,774 +135%
DFG
1254
Demars Financial Group
Washington
$3.53M -$173K -500 -4%
ANRIA
1255
American National Registered Investment Advisor
Texas
$3.52M -$99.6K -287 -2%
PA
1256
Perennial Advisors
New York
$3.51M +$675K +1,946 +20%
IB
1257
Intrust Bank
Kansas
$3.51M +$38.9K +112 +1%
BIM
1258
Baldwin Investment Management
Pennsylvania
$3.49M +$164K +473 +4%
CWS
1259
Confluence Wealth Services
Pennsylvania
$3.49M +$183K +528 +5%
AssetMark Inc
1260
AssetMark Inc
California
$3.47M +$1.38M +3,980 +52%
IMOV
1261
Investment Management of Virginia
Virginia
$3.47M +$281K +809 +7%
BWM
1262
BT Wealth Management
Georgia
$3.46M -$19.4K -56 -0.5%
WA
1263
Wealth Advisors
California
$3.46M – – –
Jones Financial Companies
1264
Jones Financial Companies
Missouri
$3.46M +$261K +751 +7%
AAMU
1265
AEGON Asset Management (UK)
United Kingdom
$3.46M -$983K -2,835 -20%
LG
1266
Leuthold Group
Minnesota
$3.43M -$14.2K -41 -0.4%
BPM
1267
Bowling Portfolio Management
Ohio
$3.42M -$38.5K -111 -1%
CAMG
1268
CWA Asset Management Group
Florida
$3.41M -$420K -1,212 -10%
AWA
1269
Arete Wealth Advisors
Illinois
$3.41M +$79.8K +230 +2%
ECM
1270
Evergreen Capital Management
Washington
$3.4M -$54.5K -157 -1%
WPW
1271
Waldron Private Wealth
Pennsylvania
$3.4M +$264K +761 +7%
SC
1272
Stolper & Co
Oklahoma
$3.39M +$25K +72 +0.6%
GL
1273
Graypoint LLC
New York
$3.39M +$6.24K +18 +0.2%
ABP
1274
Arthur B. Page
$3.39M -$270K -778 -6%
HC
1275
Hendley & Co
Ohio
$3.38M -$4.52M -13,021 -54%