Name Holding Trade Value Shares
Change
Change in
Stake
WAS
1326
Winch Advisory Services
Wisconsin
$652K +$404 +3 +0.1%
AFC
1327
AFT Forsyth & Company
Florida
$650K -$37.8K -281 -5%
WC
1328
Whitney & Co
New York
$647K -$4.84K -36 -0.7%
PA
1329
Probity Advisors
Texas
$645K -$55.8K -415 -8%
ACM
1330
Alethea Capital Management
Washington
$641K – – –
GCM
1331
Glynn Capital Management
California
$641K – – –
PAWC
1332
P.A.W. Capital
Connecticut
$641K – – –
PCA
1333
Peddock Capital Advisors
Massachusetts
$641K – – –
NFG
1334
Next Financial Group
Texas
$639K -$44.5K -331 -6%
SWM
1335
Stockman Wealth Management
Montana
$639K -$538 -4 -0.1%
FA
1336
Fagan Associates
New York
$639K – – –
IA
1337
IFP Advisors
Florida
$638K -$9.82K -73 -1%
SA
1338
SRH Advisors
Kansas
$636K +$673 +5 +0.1%
IFWM
1339
Institute for Wealth Management
Colorado
$634K -$9.82K -73 -2%
WDL
1340
Well Done LLC
Michigan
$633K -$100K -746 -14%
PJSIMP
1341
P.J. Schmidt Investment Management (PJS)
Wisconsin
$633K +$139K +1,033 +28%
MKC
1342
M. Kraus & Co
Vermont
$632K -$18K -134 -3%
IWM
1343
IHT Wealth Management
Illinois
$631K +$118K +875 +23%
HWMG
1344
Hurlow Wealth Management Group
Indiana
$626K -$40.2K -299 -6%
SAM
1345
Summit Asset Management
Tennessee
$626K -$16K -119 -2%
GDP
1346
Great Diamond Partners
Maine
$624K -$942 -7 -0.1%
AWS
1347
Arkfeld Wealth Strategies
Nebraska
$623K – – –
DTL
1348
Dynamic Technology Lab
Singapore
$618K +$109K +812 +21%
AIS
1349
AM Investment Strategies
Tennessee
$618K +$621K +4,614 New
ACA
1350
Anchor Capital Advisors
Massachusetts
$616K -$5.11K -38 -0.8%