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Name Holding Trade Value Shares
Change
Change in
Stake
EFM
2151
E Fund Management
China
$450K -$17.3K -285 -4%
MFC
2152
Morris Financial Concepts
South Carolina
$450K -$36.1K -597 -8%
IF
2153
IRON Financial
Illinois
$450K -$320K -5,278 -42%
FIM
2154
Freedom Investment Management
Connecticut
$450K +$12.5K +207 +3%
KFA
2155
Kelleher Financial Advisors
New York
$449K
NF
2156
Norwood Financial
Pennsylvania
$449K
WMS
2157
Wealth Management Solutions
Pennsylvania
$449K -$6.05K -100 -1%
BWFA
2158
Baltimore-Washington Financial Advisors
Maryland
$448K +$16.6K +275 +4%
EIG
2159
Ellenbecker Investment Group
Wisconsin
$448K -$10.5K -174 -2%
AHB
2160
Abner Herrman & Brock
New Jersey
$448K +$4.36K +72 +1%
MKC
2161
M. Kraus & Co
Vermont
$448K
FM
2162
Family Management
New York
$448K -$69.3K -1,144 -14%
SGI
2163
Summit Global Investments
Utah
$447K -$236K -3,901 -35%
HVIA
2164
Hudson Valley Investment Advisors
New York
$445K
HVM
2165
Harvest Volatility Management
Connecticut
$445K -$57.7K -953 -12%
JWM
2166
Janiczek Wealth Management
Colorado
$444K +$145K +2,402 +52%
FAG
2167
Financial Advisory Group
Texas
$443K
PWM
2168
Provident Wealth Management
Tennessee
$443K +$2.91K +48 +0.7%
FBT
2169
First Bank & Trust
South Dakota
$440K +$210K +3,467 +96%
BLC
2170
Brown, Lisle/Cummings
Rhode Island
$440K +$7.57K +125 +2%
WA
2171
Wealth Architects
California
$439K -$15K -248 -3%
CIG
2172
Cascade Investment Group
Colorado
$439K -$17.9K -296 -4%
BFPW
2173
BOK Financial Private Wealth
Colorado
$438K +$2K +33 +0.5%
GC
2174
Gibson Capital
Pennsylvania
$437K +$60.5K +1,000 +17%
MW
2175
MBL Wealth
North Carolina
$436K +$234K +3,869 +122%