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Name Holding Trade Value Shares
Change
Change in
Stake
TGAM
1326
TBH Global Asset Management
Tennessee
$500K +$13.2K +81 +3%
RCAG
1327
Rehmann Capital Advisory Group
Michigan
$500K -$39.4K -241 -7%
SMA
1328
Sage Mountain Advisors
Georgia
$498K +$37.3K +228 +8%
JMFC
1329
J.M. Forbes & Co
Massachusetts
$497K +$10.5K +64 +2%
NERM
1330
New England Research & Management
Illinois
$496K -$40.9K -250 -7%
CAG
1331
Curtis Advisory Group
California
$496K
PF
1332
Prota Financial
Texas
$496K +$507K +3,099 New
SAM
1333
Sagewood Asset Management
New York
$495K +$506K +3,092 New
SC
1334
Searle & Co
Connecticut
$494K +$29.6K +181 +6%
SCM
1335
SCS Capital Management
Massachusetts
$493K +$28K +171 +6%
AWM
1336
Aberdeen Wealth Management
Illinois
$493K
LT
1337
Legacy Trust
Michigan
$492K +$40.9K +250 +9%
SFC
1338
SYM Financial Corp
Indiana
$491K +$16.5K +101 +3%
WA
1339
Waddell & Associates
Tennessee
$490K +$132K +805 +36%
BFC
1340
Bedel Financial Consulting
Indiana
$488K -$59.5K -364 -11%
TFO
1341
Tarbox Family Office
California
$487K -$6.7K -41 -1%
WS
1342
Wilian Securities
Minnesota
$486K +$497K +3,038 New
WWMP
1343
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$485K +$495K +3,028 New
CPSAC
1344
Chas P. Smith & Associates (CPS)
Florida
$483K +$133K +816 +37%
DO
1345
denkapparat Operations
Germany
$483K
PCMM
1346
Piedmont Capital Management (Montana)
Montana
$483K
FFM
1347
Forum Financial Management
Illinois
$481K -$164 -1 -0%
LWCFA
1348
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$481K
KFI
1349
Key Financial Inc
Pennsylvania
$481K -$8.18K -50 -2%
BAM
1350
Berkshire Asset Management
Pennsylvania
$480K -$11.9K -73 -2%