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Name Holding Trade Value Shares
Change
Change in
Stake
AFG
1076
Albion Financial Group
Utah
$4.43M -$137K -1,265 -3%
GRP
1077
Global Retirement Partners
California
$4.42M +$832K +7,709 +26%
CI
1078
Conning Inc
Connecticut
$4.41M -$6.23M -57,728 -58%
AF
1079
Allworth Financial
California
$4.41M +$468K +4,336 +12%
KP
1080
Keel Point
Alabama
$4.4M +$3.54M +32,767 +380%
TFM
1081
TFC Financial Management
Massachusetts
$4.38M +$41.8K +387 +0.9%
HCM
1082
Hengehold Capital Management
Ohio
$4.37M -$134K -1,237 -3%
HVP
1083
Hudson Value Partners
Florida
$4.37M +$6.48K +60 +0.1%
WCM
1084
Whitener Capital Management
North Carolina
$4.36M -$150K -1,389 -3%
WAP
1085
Wealthcare Advisory Partners
Pennsylvania
$4.35M +$69.6K +645 +2%
CAM
1086
Cypress Asset Management
Texas
$4.35M -$87.5K -810 -2%
BCFS
1087
Butensky & Cohen Financial Security
Florida
$4.33M -$274K -2,538 -6%
CPA
1088
Capital Planning Advisors
California
$4.33M -$59.8K -554 -1%
AF
1089
Advisornet Financial
Minnesota
$4.32M -$186K -1,720 -4%
WIS
1090
Wright Investors Service
Connecticut
$4.31M +$168K +1,552 +4%
JPMIA
1091
J.P. Marvel Investment Advisors
Massachusetts
$4.31M
WPW
1092
Waldron Private Wealth
Pennsylvania
$4.31M +$455K +4,211 +12%
WPC
1093
White Pine Capital
Minnesota
$4.3M -$113K -1,048 -3%
WCA
1094
Westover Capital Advisors
Delaware
$4.3M -$91.9K -851 -2%
BHPW
1095
Beverly Hills Private Wealth
California
$4.29M +$1.24M +11,519 +40%
FHA
1096
Flagship Harbor Advisors
Massachusetts
$4.29M +$540 +5 +0%
DIP
1097
DT Investment Partners
Pennsylvania
$4.29M
TYCC
1098
Texas Yale Capital Corp
Florida
$4.27M
SWM
1099
Scissortail Wealth Management
Oklahoma
$4.25M -$3.08M -28,513 -42%
ZCM
1100
Ziegler Capital Management
Illinois
$4.25M -$487K -4,511 -10%