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Name Holding Trade Value Shares
Change
Change in
Stake
CFA
1451
Capstone Financial Advisors
Illinois
$394K +$107K +1,884 +36%
AAS
1452
Annex Advisory Services
Wisconsin
$392K +$122K +2,149 +43%
CCG
1453
Chatham Capital Group
Georgia
$390K +$29.7K +524 +8%
WCM
1454
Weatherstone Capital Management
Colorado
$390K +$61.4K +1,085 +19%
CL
1455
Croft-Leominster
Maryland
$389K +$35.6K +628 +10%
OWP
1456
Obermeyer Wealth Partners
Colorado
$387K
FAG
1457
Financial Advisory Group
Texas
$383K +$283 +5 +0.1%
MWM
1458
Modera Wealth Management
New Jersey
$383K +$11.6K +205 +3%
FLAM
1459
First Light Asset Management
Minnesota
$380K
WCM
1460
Windsor Capital Management
Arizona
$379K +$73.6K +1,300 +23%
WCM
1461
Westend Capital Management
California
$376K
MIC
1462
Meridian Investment Counsel
California
$375K
RVP
1463
Relative Value Partners
Illinois
$374K
MCWS
1464
McKinley Carter Wealth Services
West Virginia
$374K +$102K +1,794 +36%
AR
1465
Advisory Research
Illinois
$373K +$9K +159 +2%
BLAM
1466
Bourne Lent Asset Management
New York
$373K +$385K +6,798 New
HPBT
1467
High Point Bank & Trust
North Carolina
$372K
AAM
1468
Azzad Asset Management
Virginia
$369K +$19.1K +337 +5%
PWMAG
1469
Pinnacle Wealth Management Advisory Group
New Jersey
$368K +$12.3K +217 +3%
HJA
1470
Hugh Johnson Advisors
New York
$367K -$3.34M -59,000 -90%
ESBC
1471
E.S. Barr & Co
Kentucky
$365K -$13.8K -244 -4%
AI
1472
Accredited Investors
Minnesota
$364K
SSG
1473
Summit Securities Group
New York
$363K -$1.43M -25,256 -79%
V
1474
ValueWorks
New York
$362K -$22.9K -405 -6%
KWMG
1475
King Wealth Management Group
Florida
$361K -$17.8K -314 -5%