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Name Holding Trade Value Shares
Change
Change in
Stake
CF
1251
Centaurus Financial
California
$814K -$237K -1,378 -22%
WEC
1252
Winslow Evans & Crocker
Massachusetts
$814K -$10.7K -62 -1%
WCAMG
1253
Woodard & Company Asset Management Group
North Carolina
$814K -$4.82K -28 -0.6%
SRAM
1254
Stone Ridge Asset Management
New York
$804K -$124K -718 -14%
EGA
1255
Eagle Global Advisors
Texas
$803K – – –
ECM
1256
EagleClaw Capital Management
Massachusetts
$802K +$206K +1,196 +36%
BWM
1257
Bernicke Wealth Management
Wisconsin
$801K +$66.7K +387 +9%
OCM
1258
Orser Capital Management
Texas
$801K +$292K +1,693 +55%
GWCM
1259
Godshalk Welsh Capital Management
Pennsylvania
$792K – – –
PMFA
1260
Plante Moran Financial Advisors
Michigan
$789K -$136K -787 -15%
RCC
1261
Red Cedar Capital
Nebraska
$789K – – –
WTFG
1262
Wells Trecaso Financial Group
Ohio
$789K – – –
WCM
1263
Whitener Capital Management
North Carolina
$788K +$20.7K +120 +3%
SC
1264
Sawyer & Company
Massachusetts
$786K +$622K +3,612 +425%
AWM
1265
Aevitas Wealth Management
Massachusetts
$779K +$41.9K +243 +6%
Envestnet Asset Management
1266
Envestnet Asset Management
Illinois
$776K -$6.91M -40,100 -90%
FAIM
1267
Financial Advocates Investment Management
Washington
$771K +$7.58K +44 +1%
BCM
1268
BTR Capital Management
California
$770K -$10.3K -60 -1%
IWM
1269
IHT Wealth Management
Illinois
$769K +$74.6K +433 +11%
WPA
1270
Winning Points Advisors
Florida
$767K – – –
LPT
1271
Legacy Private Trust
Wisconsin
$765K +$172 +1 +0%
BDF
1272
Balasa Dinverno & Foltz
$765K +$29.5K +171 +4%
MOS
1273
MGO One Seven
Ohio
$764K +$748K +4,340 New
SGAM
1274
Steinberg Global Asset Management
Florida
$762K – – –
EA
1275
Elm Advisors
California
$759K – – –