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Name Holding Trade Value Shares
Change
Change in
Stake
AFM
1426
Armstrong Fleming & Moore
District of Columbia
$876K -$22.7K -150 -3%
RPCONE
1427
Retirement Planning Company of New England
Rhode Island
$872K +$76.8K +508 +11%
MCP
1428
Mirador Capital Partners
California
$872K +$35.5K +235 +5%
OA
1429
Operose Advisors
Wisconsin
$868K -$212K -1,400 -21%
SIM
1430
Sentry Investment Management
Wisconsin
$866K +$1.06K +7 +0.1%
KMWM
1431
Keudell/Morrison Wealth Management
Oregon
$864K -$15K -99 -2%
VCS
1432
Vaughan & Co Securities
New Jersey
$863K -$125K -824 -14%
HI
1433
Harbour Investments
Wisconsin
$859K -$135K -896 -15%
AWM
1434
Accurate Wealth Management
Florida
$859K +$46.1K +305 +6%
OAM
1435
Oak Asset Management
California
$858K -$17.2K -114 -2%
STA
1436
Summit Trail Advisors
New York
$854K -$90.1K -596 -10%
PWM
1437
Palumbo Wealth Management
New York
$854K +$5.59K +37 +0.7%
FCA
1438
FinTrust Capital Advisors
South Carolina
$852K -$329K -2,178 -29%
PA
1439
PFG Advisors
Arizona
$852K -$98.7K -653 -11%
GAG
1440
GM Advisory Group
New York
$851K +$152K +1,004 +24%
MFS
1441
Mirabella Financial Services
United Kingdom
$850K +$786K +5,200 New
MA
1442
MBA Advisors
Pennsylvania
$850K -$31K -205 -4%
DIM
1443
Delta Investment Management
California
$849K +$25.4K +168 +3%
PWPS
1444
Pinnacle Wealth Planning Services
Ohio
$849K -$6.65K -44 -0.8%
T
1445
TOBAM
France
$848K -$164K -1,085 -17%
GFPC
1446
Global Financial Private Client
Florida
$846K +$547K +3,617 +233%
PPWP
1447
Premier Path Wealth Partners
New Jersey
$843K +$779K +5,157 New
9WM
1448
9258 Wealth Management
Ohio
$842K -$14.4K -95 -2%
B
1449
Bailard
California
$842K -$34K -225 -4%
BST
1450
Bath Savings Trust
Maine
$841K -$12.8K -85 -2%