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Name Holding Trade Value Shares
Change
Change in
Stake
RWB
1576
RMR Wealth Builders
New Jersey
$989K +$93.9K +800 +11%
HIA
1577
Harbor Investment Advisory
Maryland
$988K -$363K -3,088 -27%
SMC
1578
Smith, Moore & Co
Missouri
$985K -$148K -1,262 -13%
RIM
1579
Redwood Investment Management
Arizona
$982K -$241K -2,053 -20%
CCA
1580
Cora Capital Advisors
New Jersey
$982K +$958K +8,160 New
KOC
1581
Koss-Olinger Consulting
Florida
$976K -$154K -1,312 -14%
HCM
1582
Harvey Capital Management
Florida
$975K
KTM
1583
Keeler Thomas Management
Utah
$974K -$255K -2,171 -21%
CAG
1584
Csenge Advisory Group
Florida
$974K -$494K -4,208 -34%
SFG
1585
Synergy Financial Group
California
$970K -$259K -2,204 -21%
AP
1586
Appleton Partners
Massachusetts
$969K -$156K -1,330 -14%
IIM
1587
InTrack Investment Management
Vermont
$967K +$12.2K +104 +1%
LFA
1588
Legacy Financial Advisors
Kentucky
$966K +$383K +3,262 +69%
FG
1589
Formula Growth
Quebec, Canada
$963K
SCI
1590
Stableford Capital II
Arizona
$961K -$1.3M -11,057 -60%
PA
1591
PFG Advisors
Arizona
$957K +$13.3K +113 +1%
EVM
1592
Evelyn V. Moreno
$956K -$977K -8,316 -51%
OF
1593
Outfitter Financial
Maine
$955K -$7.99K -68 -0.9%
LTAS
1594
Linden Thomas Advisory Services
North Carolina
$951K +$928K +7,907 New
CCA
1595
Cravens & Co Advisors
Tennessee
$946K +$923K +7,860 New
AIC
1596
Archer Investment Corporation
Indiana
$941K +$12.1K +103 +1%
EAM
1597
EFG Asset Management
Oregon
$939K -$963K -8,204 -51%
BTW
1598
Boston Trust Walden
Massachusetts
$936K -$11.3M -96,450 -93%
BS
1599
Boenning & Scattergood
Pennsylvania
$936K +$77.1K +657 +18%
BG
1600
Bahl & Gaynor
Ohio
$930K +$96.9K +825 +12%