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Name Holding Trade Value Shares
Change
Change in
Stake
UFF
701
USA Financial Formulas
Michigan
$1.64M -$1.06M -16,470 -41%
BW
702
Bison Wealth
Georgia
$1.63M -$230K -3,580 -13%
GCM
703
Genus Capital Management
British Columbia, Canada
$1.61M +$1.48M +23,110 New
PWP
704
Private Wealth Partners
California
$1.61M – – –
MYIA
705
Mount Yale Investment Advisors
Colorado
$1.59M +$34.7K +540 +2%
PWMAG
706
Pinnacle Wealth Management Advisory Group
New Jersey
$1.59M -$12.8K -200 -0.9%
ADMI
707
Albert D. Mason Inc
Massachusetts
$1.57M +$21.2K +330 +1%
SM
708
STF Management
Texas
$1.57M -$43.7K -680 -3%
DAS
709
Dynamic Advisor Solutions
Arizona
$1.57M +$203K +3,160 +16%
DWM
710
Dynasty Wealth Management
Florida
$1.56M +$1.43M +22,260 New
SC
711
Savant Capital
Illinois
$1.54M +$97K +1,510 +7%
MA
712
Mutual Advisors
Nebraska
$1.53M -$34K -530 -2%
IMCOOI
713
Investment Management Corp of Ontario (IMCO)
Canada
$1.53M -$642K -10,000 -31%
KLC
714
Knowledge Leaders Capital
Colorado
$1.53M -$22.5K -350 -2%
AG
715
Ascent Group
Virginia
$1.53M +$367K +5,720 +35%
MMPW
716
Mitchell McLeod Pugh & Williams
Alabama
$1.52M -$53.9K -840 -4%
HCMT
717
Highland Capital Management (Tennessee)
Tennessee
$1.52M +$1.4M +21,780 New
I
718
InceptionR
California
$1.51M +$1.13M +17,670 +445%
CIC
719
Chilton Investment Company
Connecticut
$1.5M +$1.38M +21,510 New
CIM
720
Contravisory Investment Management
Massachusetts
$1.5M -$110K -1,720 -7%
EFM
721
Eley Financial Management
Vermont
$1.48M -$10.9K -170 -0.8%
MWM
722
Meridian Wealth Management
Kentucky
$1.47M +$36.6K +570 +3%
EGA
723
E&G Advisors
Texas
$1.47M +$19.9K +310 +1%
HTC
724
Haverford Trust Company
Pennsylvania
$1.46M -$177K -2,750 -12%
BCM
725
Boltwood Capital Management
California
$1.46M -$51.4K -800 -4%