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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1001
Calamos Wealth Management
Illinois
$745K -$1.22K -49 -0.2%
DIP
1002
DT Investment Partners
Pennsylvania
$745K
TCA
1003
Transcend Capital Advisors
New Jersey
$744K -$273K -10,939 -26%
HR
1004
Howe & Rusling
New York
$742K +$59.8K +2,396 +8%
WP
1005
WealthPLAN Partners
Nebraska
$739K -$1.4M -56,145 -64%
BWM
1006
Birchcreek Wealth Management
Ohio
$739K +$21.3K +852 +3%
MHIC
1007
Marble Harbor Investment Counsel
Massachusetts
$732K -$523K -20,929 -40%
UA
1008
Unison Advisors
District of Columbia
$732K +$2.85K +114 +0.4%
CFP
1009
Cascade Financial Partners
California
$731K -$90.6K -3,627 -10%
BPWM
1010
Badgley Phelps Wealth Managers
Washington
$731K -$299K -11,954 -28%
OAM
1011
Ostrum Asset Management
France
$729K +$25.8K +1,033 +3%
FIA
1012
Foundations Investment Advisors
Arizona
$729K +$39.7K +1,589 +5%
SCM
1013
Sterling Capital Management
North Carolina
$727K +$774K +30,979 New
NL
1014
NWAM LLC
Washington
$726K +$773K +30,955 New
ZIG
1015
Zuckerman Investment Group
Illinois
$722K -$76.2K -3,052 -9%
FAM
1016
Formidable Asset Management
Ohio
$722K -$99.9K -4,002 -12%
NIM
1017
Northeast Investment Management
Massachusetts
$722K -$88.6K -3,547 -10%
APP
1018
Avantax Planning Partners
Iowa
$721K -$20.3K -813 -3%
T
1019
TOBAM
France
$720K -$4.48M -179,360 -85%
LFG
1020
Larson Financial Group
Missouri
$714K +$413K +16,544 +119%
WC
1021
Wynn Capital
Georgia
$713K -$7.17K -287 -0.9%
FNBOMD
1022
First National Bank of Mount Dora
Florida
$711K -$1.06M -42,585 -58%
WCM
1023
Weaver Capital Management
Georgia
$709K +$755K +30,218 New
V
1024
VeraBank
Texas
$706K -$325 -13 -0%
Vanguard Capital Wealth Advisors
1025
Vanguard Capital Wealth Advisors
Colorado
$705K -$372K -14,878 -33%