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Name Holding Trade Value Shares
Change
Change in
Stake
KFA
1526
Kelleher Financial Advisors
New York
$1.25M -$229K -4,407 -15%
JIC
1527
Joel Isaacson & Co
New York
$1.25M +$54.9K +1,056 +5%
MWM
1528
Modera Wealth Management
New Jersey
$1.25M +$4.78K +92 +0.4%
SDAM
1529
Shulman DeMeo Asset Management
New York
$1.25M +$92.7K +1,784 +8%
VFM
1530
Viking Fund Management
North Dakota
$1.24M
SIA
1531
Soltis Investment Advisors
Utah
$1.24M +$518K +9,968 +71%
JF
1532
Jump Financial
Illinois
$1.24M +$1.24M +23,921 New
RIM
1533
Regent Investment Management
Kentucky
$1.24M -$133K -2,550 -10%
PPG
1534
Peak Planning Group
Colorado
$1.24M +$1.24M +23,857 New
PWM
1535
Perigon Wealth Management
California
$1.24M -$201K -3,865 -14%
AIA
1536
Armor Investment Advisors
North Carolina
$1.23M -$189K -3,631 -13%
GAMC
1537
Garner Asset Management Corp
Texas
$1.23M -$25.2K -485 -2%
TMAM
1538
Tokio Marine Asset Management
Japan
$1.23M +$130K +2,494 +12%
TIA
1539
Tiemann Investment Advisors
California
$1.22M -$32.2K -620 -3%
TAM
1540
Trillium Asset Management
Massachusetts
$1.22M -$87.5K -1,684 -7%
MCA
1541
Mercer Capital Advisers
New Jersey
$1.22M +$3.85K +74 +0.3%
DAM
1542
Delta Asset Management
Tennessee
$1.21M -$37.3K -717 -3%
GC
1543
Garde Capital
Washington
$1.21M +$208 +4 +0%
WCAMG
1544
Woodard & Company Asset Management Group
North Carolina
$1.21M +$84.9K +1,633 +7%
RMAM
1545
Raab & Moskowitz Asset Management
New Jersey
$1.21M -$67.9K -1,306 -5%
NFG
1546
Nations Financial Group
Iowa
$1.21M +$22.3K +429 +2%
HIP
1547
Harrell Investment Partners
Texas
$1.21M +$43.7K +841 +4%
KFP
1548
KMG Fiduciary Partners
Ohio
$1.21M -$952K -18,308 -44%
RA
1549
Rational Advisors
New York
$1.21M +$119K +2,282 +11%
MWM
1550
Madison Wealth Management
Ohio
$1.2M +$11.1K +213 +0.9%