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Name Holding Trade Value Shares
Change
Change in
Stake
PJSIMP
1501
P.J. Schmidt Investment Management (PJS)
Wisconsin
$630K +$4.02K +27 +0.6%
BOPW
1502
Brandywine Oak Private Wealth
Pennsylvania
$628K -$83.1K -558 -12%
TF
1503
Trek Financial
Arizona
$628K -$80.4K -540 -11%
DWM
1504
Doyle Wealth Management
Florida
$628K -$19.7K -132 -3%
RFG
1505
Range Financial Group
Oregon
$628K +$7.3K +49 +1%
XWM
1506
Xcel Wealth Management
Florida
$623K +$149 +1 +0%
HA
1507
HYA Advisors
Missouri
$623K +$4.17K +28 +0.7%
Arrowstreet Capital
1508
Arrowstreet Capital
Massachusetts
$623K +$625K +4,196 New
BCA
1509
Bay Colony Advisors
Massachusetts
$622K -$89.2K -599 -13%
CGIM
1510
Cannon Global Investment Management
Florida
$622K +$624K +4,186 New
FFM
1511
Forum Financial Management
Illinois
$621K +$623K +4,184 New
CIM
1512
CIM Investment Management
Pennsylvania
$619K -$12.2K -82 -2%
QPW
1513
Quantum Private Wealth
Florida
$619K +$622K +4,173 New
MBTD
1514
Mechanics Bank - Trust Department
California
$618K -$58K -389 -9%
NIM
1515
NuWave Investment Management
New Jersey
$615K +$35.9K +241 +6%
LWP
1516
Laurel Wealth Planning
Minnesota
$612K -$111K -743 -15%
FFA
1517
First Foundation Advisors
California
$612K +$112K +752 +22%
HLOC
1518
H.L. Ormond & Company
North Carolina
$611K +$671K +4,502 New
JMFC
1519
J.M. Forbes & Co
Massachusetts
$610K -$8.19K -55 -1%
RWA
1520
River Wealth Advisors
Pennsylvania
$610K -$3.72K -25 -0.6%
SP
1521
Successful Portfolios
Florida
$609K +$894 +6 +0.1%
AMIM
1522
Aull & Monroe Investment Management
Alabama
$607K – – –
WAAG
1523
Wealth Alliance Advisory Group
Kansas
$607K +$38.6K +259 +7%
WAP
1524
Wealthcare Advisory Partners
Pennsylvania
$607K +$106K +714 +21%
JIP
1525
Jaffetilchin Investment Partners
Florida
$607K +$292K +1,960 +92%