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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
976
Bellevue Asset Management
Washington
$3.85M -$1.01K -17 -0%
LWM
977
Lyell Wealth Management
California
$3.85M -$176K -2,980 -4%
CWS
978
Cypress Wealth Services
California
$3.85M +$25.2K +426 +0.6%
BL
979
BFSG LLC
California
$3.84M -$17.2K -290 -0.4%
CFMC
980
Curbstone Financial Management Corp
New Hampshire
$3.83M -$207K -3,500 -5%
HW
981
Hedeker Wealth
Illinois
$3.82M +$756K +12,783 +22%
JFGIW
982
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.79M -$138K -2,330 -3%
BMA
983
Brooks Moore & Associates
Tennessee
$3.79M -$35.5K -600 -0.8%
OCM
984
One Capital Management
California
$3.79M +$80.4K +1,359 +2%
KFGK
985
Keystone Financial Group (Kentucky)
Kentucky
$3.78M +$74.3K +1,256 +2%
WIC
986
Whitegate Investment Counselors
New Hampshire
$3.77M -$219K -3,702 -5%
SC
987
Savant Capital
Illinois
$3.77M +$803K +13,570 +24%
AA
988
Ancora Advisors
Ohio
$3.76M -$309K -5,230 -7%
VFA
989
Valeo Financial Advisors
Indiana
$3.76M -$1.43M -24,217 -27%
CT
990
Cambridge Trust
Massachusetts
$3.74M +$9.17K +155 +0.2%
CWM
991
Concentric Wealth Management
California
$3.74M +$59.5K +1,005 +1%
AAMA
992
Advanced Asset Management Advisors
Ohio
$3.73M +$118 +2 +0%
FCMT
993
Founders Capital Management (Texas)
Texas
$3.73M -$118K -1,990 -3%
SFA
994
Sequoia Financial Advisors
Ohio
$3.71M +$273K +4,619 +7%
CCM
995
Cadence Capital Management
Massachusetts
$3.7M -$1.45M -24,527 -26%
HCM
996
Hengehold Capital Management
Ohio
$3.7M +$43.1K +728 +1%
FC
997
Ferris Capital
Massachusetts
$3.7M +$135K +2,287 +3%
WC
998
Winmill & Co
New Hampshire
$3.69M
WIS
999
Wright Investors Service
Connecticut
$3.69M +$804K +13,594 +25%
CNAM
1000
Campbell Newman Asset Management
Wisconsin
$3.68M