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Name Holding Trade Value Shares
Change
Change in
Stake
MM
1001
Meridian Management
Arkansas
$971K
BEC
1002
Blue Edge Capital
Virginia
$966K
PGIM
1003
Pacific Global Investment Management
California
$966K -$165K -1,373 -13%
CG
1004
Colony Group
Massachusetts
$965K -$176K -1,467 -14%
RI
1005
Ridgewood Investments
New Jersey
$962K
PL
1006
Perpetual Ltd
Australia
$956K
PWMAG
1007
Pinnacle Wealth Management Advisory Group
New Jersey
$955K -$260K -2,166 -20%
WKWM
1008
Walter & Keenan Wealth Management
Indiana
$952K -$16.7K -139 -2%
Carson Wealth (CWM LLC)
1009
Carson Wealth (CWM LLC)
Nebraska
$948K -$11.6K -97 -1%
HHAA
1010
Henry H. Armstrong Associates
Pennsylvania
$947K
FWM
1011
Frontier Wealth Management
Missouri
$947K +$25.9K +216 +3%
EM
1012
Excalibur Management
Massachusetts
$946K -$156K -1,299 -13%
SC
1013
Savant Capital
Illinois
$946K -$3.24K -27 -0.3%
NL
1014
NWAM LLC
Washington
$946K +$438K +3,653 +72%
BWM
1015
BT Wealth Management
Georgia
$942K +$867K +7,222 New
BRWA
1016
B. Riley Wealth Advisors
Florida
$941K -$183K -1,525 -15%
MC
1017
Martin & Co
Tennessee
$935K -$58.1K -484 -5%
AB
1018
Atlas Brown
Kentucky
$933K -$212K -1,766 -17%
SCM
1019
Southport Capital Management
Tennessee
$932K -$180K -1,502 -15%
WOC
1020
West Oak Capital
California
$930K -$253K -2,111 -20%
FLPIM
1021
F.L. Putnam Investment Management
Massachusetts
$919K +$14.9K +124 +1%
SFWA
1022
Summit Financial Wealth Advisors
Louisiana
$918K +$153K +1,274 +18%
SFSG
1023
Stearns Financial Services Group
North Carolina
$917K -$30K -250 -3%
HI
1024
Horizon Investments
North Carolina
$915K -$818K -6,819 -45%
BCM
1025
Brookstone Capital Management
Illinois
$910K -$3.72M -30,986 -79%