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Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1051
Boyar Asset Management
New York
$3.35M +$85.2K +1,440 +2%
FAM
1052
Formidable Asset Management
Ohio
$3.34M -$235K -3,973 -6%
AHC
1053
Anderson Hoagland & Co
Missouri
$3.32M -$702K -11,862 -15%
AIM
1054
Acropolis Investment Management
Missouri
$3.32M -$96.2K -1,627 -3%
MAFM
1055
Mid Atlantic Financial Management
Pennsylvania
$3.31M -$1.42K -24 -0%
WAOTB
1056
Wealth Advisors of Tampa Bay
Florida
$3.3M +$15K +254 +0.4%
JWM
1057
JGP Wealth Management
Oregon
$3.29M -$751K -12,688 -19%
FLI
1058
Family Legacy Inc
South Carolina
$3.28M -$35.6K -601 -1%
CT
1059
Chicago Trust
Illinois
$3.28M -$199K -3,365 -5%
CAM
1060
Centre Asset Management
New York
$3.27M -$547K -9,240 -13%
CIA
1061
Cascade Investment Advisors
Oregon
$3.27M -$118K -1,995 -3%
AT
1062
Arden Trust
Delaware
$3.25M -$553K -9,346 -13%
BC
1063
Burleson & Co
California
$3.25M +$331K +5,602 +11%
RFA
1064
Reilly Financial Advisors
California
$3.24M +$117K +1,974 +3%
OAM
1065
Optimal Asset Management
California
$3.23M +$2.45M +41,423 +227%
SFG
1066
SevenBridge Financial Group
Pennsylvania
$3.23M +$117K +1,977 +3%
CPA
1067
Capital Planning Advisors
California
$3.23M -$93.9K -1,587 -3%
AWA
1068
Arete Wealth Advisors
Illinois
$3.22M -$431K -7,285 -11%
LNC
1069
Lincoln National Corp
Pennsylvania
$3.22M +$53.7K +907 +2%
PCTC
1070
Perkins Coie Trust Company
Washington
$3.21M -$192K -3,254 -5%
FNBTCON
1071
First National Bank & Trust Co of Newtown
Pennsylvania
$3.21M -$110K -1,865 -3%
FHB
1072
First Hawaiian Bank
Hawaii
$3.21M -$466K -7,869 -12%
WBC
1073
West Branch Capital
Massachusetts
$3.21M -$42.6K -720 -1%
WAM
1074
Wealthspire Advisors (Maryland)
Maryland
$3.21M -$169K -2,865 -5%
SAM
1075
SP Asset Management
California
$3.19M +$284K +4,794 +9%