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Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1601
Pathway Financial Advisors
Vermont
$453K +$9.35K +200 +2%
FSCM
1602
Front Street Capital Management
Montana
$452K
SCA
1603
Stuart Chaussee & Associates
California
$452K +$67.3K +1,440 +18%
CHA
1604
Carmichael Hill & Associates
Maryland
$451K
PL
1605
Plancorp LLC
Missouri
$451K +$118K +2,519 +35%
VWM
1606
Venturi Wealth Management
Texas
$449K -$164K -3,517 -27%
MYIA
1607
Mount Yale Investment Advisors
Colorado
$448K -$20.3K -433 -4%
PI
1608
PEAK6 Investments
Illinois
$446K -$738K -15,770 -62%
MSR
1609
Main Street Research
Connecticut
$446K -$116K -2,470 -21%
BEC
1610
Blue Edge Capital
Virginia
$445K
TIA
1611
Tiemann Investment Advisors
California
$438K -$7.02K -150 -2%
LA
1612
LVW Advisors
New York
$438K +$44.1K +943 +11%
SG
1613
StoneX Group
New York
$437K +$433K +9,249 New
PWW
1614
Pettyjohn Wood & White
Virginia
$434K +$33.1K +708 +8%
EWM
1615
Empirical Wealth Management
Washington
$433K +$20.7K +442 +5%
MWM
1616
Mascoma Wealth Management
New Hampshire
$431K -$2.57K -55 -0.6%
CAM
1617
Congress Asset Management
Massachusetts
$428K -$11.6K -249 -3%
AFP
1618
Ausdal Financial Partners
Iowa
$428K -$9.78K -209 -2%
FBA
1619
Front Barnett Associates
Illinois
$422K -$5.85K -125 -1%
PMFA
1620
Plante Moran Financial Advisors
Michigan
$421K +$18.5K +395 +5%
KWMG
1621
King Wealth Management Group
Florida
$420K
TB
1622
Terril Brothers
Missouri
$420K
STMM
1623
South Texas Money Management
Texas
$419K
EF
1624
Empirical Finance
Pennsylvania
$419K +$96.6K +2,066 +30%
BMC
1625
Benin Management Corp
Connecticut
$418K