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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
2226
Wolverine Asset Management
Illinois
$533K -$1.93M -9,264 -80%
ZIC
2227
ZWJ Investment Counsel
Georgia
$532K -$1.41M -6,770 -74%
MPPLM
2228
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$531K -$192K -918 -28%
SMG
2229
Spectrum Management Group
Indiana
$531K +$489K +2,340 New
FHC
2230
First Heartland Consultants
Missouri
$530K +$72K +345 +17%
22CM
2231
20/20 Capital Management
California
$529K -$176K -842 -30%
CNB
2232
Camden National Bank
Maine
$529K
TA
2233
Trellis Advisors
Washington
$523K -$14.2K -68 -3%
OFG
2234
Oxford Financial Group
Indiana
$521K -$225K -1,077 -32%
PP
2235
PDS Planning
Ohio
$520K +$55.7K +267 +13%
BONST
2236
Bank of Nova Scotia Trust
Ontario, Canada
$520K +$198K +949 +71%
EWM
2237
Endurance Wealth Management
Rhode Island
$519K
PW
2238
Price Wealth
Texas
$515K +$7.52K +36 +2%
TWA
2239
TCI Wealth Advisors
Arizona
$511K -$80K -383 -15%
ACM
2240
Aljian Capital Management
Nevada
$511K
TAM
2241
Taurus Asset Management
New York
$511K
TCM
2242
Traynor Capital Management
Pennsylvania
$509K +$95K +455 +25%
PWM
2243
PBMares Wealth Management
Virginia
$508K
SC
2244
Scholtz & Company
Connecticut
$507K -$17.7K -85 -4%
LA
2245
Lynch & Associates
Indiana
$507K +$3.13K +15 +0.7%
KOMWMG
2246
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$507K +$140K +669 +43%
LF
2247
Lantz Financial
Illinois
$506K -$103K -494 -18%
EWA
2248
ERTS Wealth Advisors
Michigan
$505K -$15.9K -76 -3%
FNBSF
2249
First National Bank Sioux Falls
South Dakota
$505K
RW
2250
RVW Wealth
California
$503K -$46.1K -221 -9%