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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1576
Accurate Wealth Management
Florida
$2.47M -$267K -536 -10%
PA
1577
PFW Advisors
Georgia
$2.46M +$903K +1,812 +61%
CT
1578
Chicago Trust
Illinois
$2.46M -$798K -1,601 -25%
CWM
1579
Chemistry Wealth Management
New York
$2.45M +$14K +28 +0.6%
OCM
1580
Orleans Capital Management
Louisiana
$2.45M – – –
AMCA
1581
Arthur M. Cohen & Associates
Illinois
$2.44M – – –
PMG
1582
ProVise Management Group
Florida
$2.44M -$18.9K -38 -0.8%
TTIC
1583
Tower Trust & Investment Company
Iowa
$2.43M -$27.4K -55 -1%
Capstone Investment Advisors
1584
Capstone Investment Advisors
New York
$2.43M -$17.8M -35,604 -88%
LIM
1585
Lagoda Investment Management
New York
$2.43M -$170K -340 -7%
PL
1586
Plancorp LLC
Missouri
$2.42M +$50.9K +102 +2%
GSWM
1587
Greenup Street Wealth Management
Michigan
$2.41M -$632K -1,267 -21%
NG
1588
Novem Group
New York
$2.4M +$9.47K +19 +0.4%
NP
1589
NorthRock Partners
Minnesota
$2.4M -$257K -516 -10%
HFM
1590
Hartford Funds Management
Pennsylvania
$2.4M +$374K +751 +19%
SWA
1591
Sax Wealth Advisors
New Jersey
$2.4M +$326K +653 +16%
CCG
1592
Ceeto Capital Group
Florida
$2.39M – – –
FMTC
1593
Farmers & Merchants Trust Company
California
$2.38M -$37.9K -76 -2%
BG
1594
Bahl & Gaynor
Ohio
$2.37M -$53.9K -108 -2%
WIM
1595
Wiregrass Investment Management
Georgia
$2.37M +$84.8K +170 +4%
Financial Engines Advisors
1596
Financial Engines Advisors
California
$2.37M +$355K +711 +18%
LAM
1597
L2 Asset Management
Massachusetts
$2.37M +$37.4K +75 +2%
REMPR
1598
Roof Eidam Maycock Peralta (REMP)
California
$2.37M -$15.5K -31 -0.7%
GWMI
1599
Guardian Wealth Management (Illinois)
Illinois
$2.36M +$70.3K +141 +3%
QPW
1600
Quantum Private Wealth
Florida
$2.35M -$101K -203 -4%