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Name Holding Trade Value Shares
Change
Change in
Stake
PCG
1001
Prosperity Consulting Group
Maryland
$4.87M -$452K -4,381 -8%
HSA
1002
HBK Sorce Advisory
Pennsylvania
$4.87M -$39.8K -386 -0.8%
EIA
1003
Edgemoor Investment Advisors
Maryland
$4.87M -$169K -1,635 -3%
GMA
1004
Glassy Mountain Advisors
Maryland
$4.85M -$16.6K -161 -0.3%
OHIS
1005
Oak Harvest Investment Services
Texas
$4.85M +$638K +6,190 +15%
VHAM
1006
Van Hulzen Asset Management
California
$4.84M -$14.2M -137,930 -74%
TI
1007
tru Independence
Oregon
$4.84M -$213K -2,063 -4%
LIM
1008
Letson Investment Management
Georgia
$4.82M -$134K -1,297 -3%
MFIM
1009
Mesirow Financial Investment Management
Illinois
$4.81M -$45.2K -438 -0.9%
BTI
1010
Blue Trust Inc
Georgia
$4.81M +$1.51M +14,664 +44%
PT
1011
Plimoth Trust
Massachusetts
$4.79M +$52.7K +511 +1%
IWA
1012
Icon Wealth Advisors
Texas
$4.78M +$2.06K +20 +0%
MYIA
1013
Mount Yale Investment Advisors
Colorado
$4.78M -$1.34M -13,043 -21%
TBA
1014
Tower Bridge Advisors
Pennsylvania
$4.78M -$44.7K -434 -0.9%
BC
1015
Burney Company
Virginia
$4.77M -$898K -8,715 -15%
JAG
1016
Journey Advisory Group
Kentucky
$4.77M
BBA
1017
BLB&B Advisors
Pennsylvania
$4.77M -$305K -2,957 -6%
BMA
1018
Brooks Moore & Associates
Tennessee
$4.75M +$22.7K +220 +0.5%
RWM
1019
Ritholtz Wealth Management
New York
$4.75M -$236K -2,286 -5%
PMSA
1020
Patrick M. Sweeney & Associates
Illinois
$4.74M -$10.2K -99 -0.2%
FHA
1021
Flagship Harbor Advisors
Massachusetts
$4.74M +$352K +3,410 +8%
PAI
1022
Pittenger & Anderson Inc
Nebraska
$4.71M -$2.27K -22 -0%
BCM
1023
Bayesian Capital Management
New York
$4.71M +$361K +3,500 +8%
RMC
1024
Resources Management Corp
Connecticut
$4.71M +$937K +9,089 +24%
VCA
1025
Verdence Capital Advisors
Maryland
$4.69M -$916K -8,888 -16%