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Name Holding Trade Value Shares
Change
Change in
Stake
WFG
1051
Wills Financial Group
Virginia
$2.95M +$215K +4,592 +8%
CWM
1052
Concentric Wealth Management
California
$2.95M +$96.5K +2,061 +3%
MMA
1053
Miracle Mile Advisors
California
$2.95M +$15.1K +323 +0.5%
CPA
1054
Capital Planning Advisors
California
$2.94M -$28K -599 -0.9%
CIA
1055
CSat Investment Advisory
Michigan
$2.94M -$561K -11,985 -16%
LSA
1056
L & S Advisors
California
$2.94M +$232K +4,962 +9%
JDR
1057
Jay D. Rosenbaum
$2.94M -$111K -2,370 -4%
ECM
1058
Evergreen Capital Management
Washington
$2.92M +$792K +16,907 +37%
PTCG
1059
Pring Turner Capital Group
California
$2.92M -$35.1K -750 -1%
CFSG
1060
Community Financial Services Group
Vermont
$2.92M +$62.6K +1,336 +2%
AIM
1061
Acropolis Investment Management
Missouri
$2.92M +$562 +12 +0%
BAM
1062
Boyar Asset Management
New York
$2.91M -$214K -4,575 -7%
MFG
1063
Monte Financial Group
Connecticut
$2.91M -$37.2K -795 -1%
NA
1064
NewEdge Advisors
Louisiana
$2.9M -$700K -14,953 -19%
WA
1065
WBH Advisory
Maryland
$2.89M -$36.4K -777 -1%
UAS
1066
United Asset Strategies
New York
$2.88M +$692K +14,772 +32%
FA
1067
FDx Advisors
Illinois
$2.88M -$912K -19,483 -24%
Acadian Asset Management
1068
Acadian Asset Management
Massachusetts
$2.88M
GIP
1069
Granite Investment Partners
California
$2.87M -$16.2K -345 -0.6%
PP
1070
Pegasus Partners
Wisconsin
$2.86M -$360K -7,679 -11%
LI
1071
Lafayette Investments
Maryland
$2.86M +$309K +6,603 +12%
MHIC
1072
Marble Harbor Investment Counsel
Massachusetts
$2.86M +$83.2K +1,776 +3%
NAM
1073
NorthCoast Asset Management
Connecticut
$2.84M +$362K +7,738 +15%
CPIA
1074
Cornell Pochily Investment Advisors
New York
$2.84M +$593K +12,656 +26%
WBC
1075
West Branch Capital
Massachusetts
$2.83M -$40K -854 -1%