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Name Holding Trade Value Shares
Change
Change in
Stake
PCA
1076
Prosperity Capital Advisors
Ohio
$2.31M +$619K +2,780 +36%
PFS
1077
Physicians Financial Services
North Carolina
$2.3M +$22.3K +100 +1%
OC
1078
Oarsman Capital
Wisconsin
$2.3M +$124K +556 +6%
TAM
1079
Trust Asset Management
Texas
$2.3M
MGWM
1080
Marks Group Wealth Management
Minnesota
$2.29M +$10K +45 +0.4%
Financial Engines Advisors
1081
Financial Engines Advisors
California
$2.29M +$652K +2,928 +39%
BFIM
1082
Beese Fulmer Investment Management
Ohio
$2.28M +$48.6K +218 +2%
EPIM
1083
Evelyn Partners Investment Management
$2.27M +$2.3M +10,348 New
GWP
1084
Gen-Wealth Partners
Michigan
$2.27M -$47.9K -215 -2%
PCA
1085
Peddock Capital Advisors
Massachusetts
$2.27M +$19.2K +86 +0.8%
IPW
1086
Impact Partnership Wealth
Georgia
$2.27M +$902K +4,049 +65%
HWA
1087
Hilltop Wealth Advisors
North Carolina
$2.26M -$52.8K -237 -2%
OP
1088
ORG Partners
Indiana
$2.26M -$75.3K -338 -3%
NDSI
1089
Newman Dignan & Sheerar Inc
Rhode Island
$2.26M -$65.7K -295 -3%
AA
1090
Altman Advisors
Illinois
$2.26M -$52.3K -235 -2%
CP
1091
Cornerstone Planning
North Carolina
$2.25M +$2.28M +10,249 New
FHA
1092
Flagship Harbor Advisors
Massachusetts
$2.25M +$83.1K +373 +4%
HA
1093
Hamel Associates
New Jersey
$2.25M -$20K -90 -0.9%
GSC
1094
G&S Capital
Colorado
$2.25M -$16K -72 -0.7%
WC
1095
Westhampton Capital
North Carolina
$2.24M -$11.1K -50 -0.5%
FIM
1096
Freedom Investment Management
Connecticut
$2.24M -$175K -785 -7%
IAIM
1097
International Assets Investment Management
Florida
$2.24M -$471K -2,116 -17%
AIA
1098
Affinity Investment Advisors
California
$2.23M -$1.24M -5,561 -35%
AAIS
1099
ABN AMRO Investment Solutions
$2.23M -$261K -1,170 -10%
MW
1100
Marcum Wealth
Ohio
$2.23M +$11.6K +52 +0.5%