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Name Holding Trade Value Shares
Change
Change in
Stake
WA
2051
WBH Advisory
Maryland
$596K -$48.2K -120 -7%
FNT
2052
First Nebraska Trust
Nebraska
$595K – – –
TF
2053
Trek Financial
Arizona
$595K -$37.3K -93 -6%
FCFC
2054
First Commonwealth Financial Corp
Pennsylvania
$594K -$4.82K -12 -0.8%
LCS
2055
Levin Capital Strategies
New York
$594K – – –
MCM
2056
MV Capital Management
Maryland
$593K +$16.1K +40 +3%
AP
2057
Advisors Preferred
Maryland
$593K +$138K +343 +30%
LA
2058
Latitude Advisors
Florida
$592K -$5.22K -13 -0.9%
PSCM
2059
Per Stirling Capital Management
Texas
$589K – – –
LP
2060
LGL Partners
Pennsylvania
$589K – – –
WA
2061
Wealth Architects
California
$587K -$1.2K -3 -0.2%
OFG
2062
Oxford Financial Group
Indiana
$587K -$105K -261 -15%
DI
2063
Diligent Investors
California
$586K -$76.3K -190 -11%
1WA
2064
180 Wealth Advisors
Washington
$586K -$7.22K -18 -1%
IEFM
2065
IQ EQ Fund Management
Ireland
$585K -$24.9K -62 -4%
FM
2066
Foster & Motley
Ohio
$584K +$2.81K +7 +0.5%
DOA
2067
D'Orazio & Associates
Virginia
$582K +$160K +398 +37%
BPWM
2068
Badgley Phelps Wealth Managers
Washington
$581K -$24.9K -62 -4%
LWIC
2069
Leith Wheeler Investment Counsel
British Columbia, Canada
$578K +$26.1K +65 +5%
ACM
2070
Advance Capital Management
Michigan
$576K +$45K +112 +8%
FA
2071
Faithward Advisors
Pennsylvania
$576K +$226K +563 +63%
1WM
2072
1900 Wealth Management
Texas
$574K +$307K +764 +111%
FRM
2073
Fox Run Management
Connecticut
$574K +$582K +1,449 New
SW
2074
SkyOak Wealth
Michigan
$573K +$18.9K +47 +3%
DDPIC
2075
Deroy & Devereaux Private Investment Counsel
Michigan
$571K – – –