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Name Holding Trade Value Shares
Change
Change in
Stake
AW
1351
Apricus Wealth
South Carolina
$2M +$171K +2,165 +10%
PG
1352
Patten Group
Tennessee
$2M -$11.8K -150 -0.6%
FIM
1353
Freedom Investment Management
Connecticut
$1.99M -$29.4K -373 -2%
LPIC
1354
LeJeune Puetz Investment Counsel
Michigan
$1.99M
ACM
1355
Ategra Capital Management
Virginia
$1.99M +$94.9K +1,204 +5%
EP
1356
Eversept Partners
New York
$1.99M -$786K -9,973 -51%
KIC
1357
Kensington Investment Counsel
California
$1.99M +$98.6K +1,251 +5%
CNBTD
1358
Citizens National Bank Trust Department
Mississippi
$1.98M +$41.8K +530 +2%
MWM
1359
Mission Wealth Management
California
$1.98M +$12.6K +160 +0.7%
WOC
1360
West Oak Capital
California
$1.97M +$130K +1,645 +7%
PMA
1361
Prudent Man Advisors
Illinois
$1.97M -$42.2K -535 -2%
SOAMC
1362
Spirit of America Management Corp
New York
$1.97M
HIM
1363
Hotaling Investment Management
Pennsylvania
$1.97M -$1.29M -16,300 -40%
IFG
1364
Independent Financial Group
California
$1.96M +$276K +3,499 +17%
BDF
1365
Balasa Dinverno & Foltz
$1.96M -$169K -2,142 -8%
CC
1366
Cypress Capital
Tennessee
$1.96M -$43.6K -553 -2%
PK
1367
Pflug Koory
Nebraska
$1.96M +$18.1K +229 +1%
9WM
1368
9258 Wealth Management
Ohio
$1.96M -$14.6K -185 -0.8%
JWBC
1369
John W. Bristol & Co
New York
$1.96M
OA
1370
Oak Associates
Ohio
$1.95M
CAN
1371
Claraphi Advisory Network
United States
$1.95M -$359K -4,551 -16%
MJP
1372
Michael J. Puzo
$1.95M -$23.7K -300 -1%
HWA
1373
HCR Wealth Advisors
California
$1.94M -$24.3K -308 -1%
BWA
1374
BDO Wealth Advisors
Florida
$1.94M +$44.1K +559 +2%
DF
1375
Donoghue Forlines
Massachusetts
$1.94M -$496K -6,293 -21%