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Name Holding Trade Value Shares
Change
Change in
Stake
AFC
1326
AFT Forsyth & Company
Florida
$650K -$37.8K -281 -5%
WC
1327
Whitney & Co
New York
$647K -$4.84K -36 -0.7%
PA
1328
Probity Advisors
Texas
$645K -$55.8K -415 -8%
ACM
1329
Alethea Capital Management
Washington
$641K
GCM
1330
Glynn Capital Management
California
$641K
PAWC
1331
P.A.W. Capital
Connecticut
$641K
PCA
1332
Peddock Capital Advisors
Massachusetts
$641K
NFG
1333
Next Financial Group
Texas
$639K -$44.5K -331 -6%
SWM
1334
Stockman Wealth Management
Montana
$639K -$538 -4 -0.1%
FA
1335
Fagan Associates
New York
$639K
IA
1336
IFP Advisors
Florida
$638K -$9.82K -73 -1%
SA
1337
SRH Advisors
Kansas
$636K +$673 +5 +0.1%
IFWM
1338
Institute for Wealth Management
Colorado
$634K -$9.82K -73 -2%
WDL
1339
Well Done LLC
Michigan
$633K -$100K -746 -14%
PJSIMP
1340
P.J. Schmidt Investment Management (PJS)
Wisconsin
$633K +$139K +1,033 +28%
MKC
1341
M. Kraus & Co
Vermont
$632K -$18K -134 -3%
IWM
1342
IHT Wealth Management
Illinois
$631K +$118K +875 +23%
HWMG
1343
Hurlow Wealth Management Group
Indiana
$626K -$40.2K -299 -6%
SAM
1344
Summit Asset Management
Tennessee
$626K -$16K -119 -2%
GDP
1345
Great Diamond Partners
Maine
$624K -$942 -7 -0.1%
AWS
1346
Arkfeld Wealth Strategies
Nebraska
$623K
DTL
1347
Dynamic Technology Lab
Singapore
$618K +$109K +812 +21%
AIS
1348
AM Investment Strategies
Tennessee
$618K +$621K +4,614 New
ACA
1349
Anchor Capital Advisors
Massachusetts
$616K -$5.11K -38 -0.8%
FCH
1350
Freestone Capital Holdings
Washington
$615K +$172K +1,276 +39%