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Name Holding Trade Value Shares
Change
Change in
Stake
FMI
1126
F/M Investments
District of Columbia
$3.76M +$158K +1,685 +5%
FLI
1127
Family Legacy Inc
South Carolina
$3.72M +$1.41K +15 +0%
PAM
1128
Palisade Asset Management
Minnesota
$3.71M +$109K +1,161 +3%
MO
1129
McMillan Office
Michigan
$3.71M +$3.31M +35,269 New
BWAM
1130
Boyd Watterson Asset Management
Ohio
$3.71M +$91.2K +972 +3%
CCWA
1131
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.71M +$116K +1,237 +4%
FRA
1132
Frank Rimerman Advisors
California
$3.7M +$62.6K +667 +2%
WPC
1133
White Pine Capital
Minnesota
$3.69M +$657 +7 +0%
OIM
1134
Opus Investment Management
Massachusetts
$3.68M
WETS
1135
Wealth Enhancement Trust Services
South Dakota
$3.66M +$3.27M +34,800 New
FFWA
1136
FRG Family Wealth Advisors
Washington
$3.66M -$47.8K -509 -1%
AWM
1137
Aprio Wealth Management
Georgia
$3.66M +$2.53M +26,931 +345%
AWM
1138
Angeles Wealth Management
California
$3.66M +$103K +1,098 +3%
BAM
1139
Berkshire Asset Management
Pennsylvania
$3.65M -$250K -2,663 -7%
MWM
1140
Modern Wealth Management
Kansas
$3.65M +$94.1K +1,002 +3%
DIP
1141
DT Investment Partners
Pennsylvania
$3.65M
JPWM
1142
Jamison Private Wealth Management
Georgia
$3.64M +$62.1K +662 +2%
WG
1143
Welch Group
Alabama
$3.63M +$22.4K +239 +0.7%
LFS
1144
Littlejohn Financial Services
Oregon
$3.63M -$111K -1,178 -3%
GFPC
1145
Global Financial Private Client
Florida
$3.61M +$17K +181 +0.5%
BHA
1146
Beech Hill Advisors
New York
$3.61M -$298K -3,170 -8%
PCIA
1147
Prime Capital Investment Advisors
Kansas
$3.58M -$1.88M -20,072 -37%
CFM
1148
Catalyst Funds Management
Australia
$3.58M +$2.07M +22,100 +186%
MFGM
1149
Marshall Financial Group (Maryland)
Maryland
$3.58M -$168K -1,785 -5%
MBTD
1150
Mechanics Bank - Trust Department
California
$3.57M -$62K -660 -2%