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Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1301
Bernicke Wealth Management
Wisconsin
$684K +$147K +863 +26%
ABTD
1302
Arvest Bank Trust Division
Oklahoma
$682K +$230K +1,349 +48%
FI
1303
FormulaFolio Investments
Michigan
$680K +$486K +2,845 +221%
WDL
1304
Well Done LLC
Michigan
$676K – – –
ZAM
1305
Zevin Asset Management
Massachusetts
$676K – – –
BFG
1306
Barber Financial Group
Kansas
$671K -$16K -94 -2%
CPO
1307
Cerity Partners OCIO
New York
$671K -$14.7K -86 -2%
SAM
1308
SignalPoint Asset Management
Missouri
$671K +$59.4K +348 +9%
GWM
1309
GSB Wealth Management
Connecticut
$669K – – –
SA
1310
SRH Advisors
Kansas
$669K – – –
KTC
1311
Kistler-Tiffany Companies
Pennsylvania
$668K -$68.4K -401 -9%
CAW
1312
Cornerstone Advisors (Washington)
Washington
$660K +$48.6K +285 +8%
RVM
1313
Robinson Value Management
Texas
$659K – – –
EFSCE
1314
Enterprise Financial Services Corp (EFSC)
Missouri
$658K -$53.2K -312 -7%
BWM
1315
Buckley Wealth Management
Nevada
$653K – – –
VCA
1316
Verdence Capital Advisors
Maryland
$652K -$21.7K -127 -3%
CAMG
1317
CWA Asset Management Group
Florida
$651K -$1.6M -9,372 -70%
CC
1318
Cornerstone Capital
California
$651K +$183K +1,071 +37%
MRCM
1319
M&R Capital Management
New Jersey
$650K -$21.3K -125 -3%
FMLI
1320
Fukoku Mutual Life Insurance
Japan
$649K – – –
IC
1321
Intersect Capital
California
$649K +$109K +641 +19%
RW
1322
REDW Wealth
New Mexico
$648K +$51K +299 +8%
BCM
1323
Beck Capital Management
Texas
$647K -$65.2K -382 -9%
GCMG
1324
Gyroscope Capital Management Group
Florida
$647K +$211K +1,236 +46%
CCM
1325
Cox Capital Management
Massachusetts
$647K +$671K +3,932 New