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Name Holding Trade Value Shares
Change
Change in
Stake
WA
1076
Wealth Architects
California
$1.01M -$129K -1,010 -13%
CAAS
1077
Capital Asset Advisory Services
Michigan
$1.01M +$24.4K +191 +3%
VCAM
1078
Van Cleef Asset Management
Ohio
$1.01M -$4.34K -34 -0.5%
ACS
1079
Archford Capital Strategies
Illinois
$1.01M +$394K +3,084 +79%
ATC
1080
Argent Trust Co
Tennessee
$1.01M -$32.4K -254 -4%
RDM
1081
Retirement Design & Management
Connecticut
$1.01M -$16.7K -131 -2%
WPC
1082
White Pine Capital
Minnesota
$1M +$9.96K +78 +1%
OC
1083
Oarsman Capital
Wisconsin
$1M +$39.6K +310 +5%
OA
1084
Outfitter Advisors
Virginia
$1M -$6.77K -53 -0.8%
UBWV
1085
United Bank (West Virginia)
West Virginia
$994K -$80.2K -628 -8%
AMG
1086
Asset Management Group
Connecticut
$994K +$7.66K +60 +0.9%
PWMAG
1087
Pinnacle Wealth Management Advisory Group
New Jersey
$991K +$51.3K +402 +6%
CNFG
1088
Creegan & Nassoura Financial Group
New Hampshire
$989K -$73.6K -576 -8%
Mackenzie Financial
1089
Mackenzie Financial
Ontario, Canada
$984K -$595K -4,658 -41%
FAM
1090
Formidable Asset Management
Ohio
$984K -$7.41K -58 -0.8%
SB
1091
Simmons Bank
Arkansas
$984K +$868K +6,794 New
OA
1092
Oxbow Advisors
Texas
$982K +$119K +931 +16%
DAM
1093
Doheny Asset Management
California
$976K -$104K -811 -11%
CA
1094
Cambridge Advisors
Nebraska
$970K – – –
CG
1095
Clinton Group
New York
$969K -$2.42M -18,940 -74%
BP
1096
Ballentine Partners
Massachusetts
$966K +$153K +1,197 +22%
HIC
1097
Hartline Investment Corp
Illinois
$965K – – –
GA
1098
GFS Advisors
Texas
$962K -$1.54M -12,081 -65%
CC
1099
Cadinha & Co
Hawaii
$960K -$174K -1,359 -17%
DAC
1100
Dividend Assets Capital
South Carolina
$959K -$601K -4,705 -42%