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Name Holding Trade Value Shares
Change
Change in
Stake
KMWM
1501
Keudell/Morrison Wealth Management
Oregon
$1.05M +$2.81K +35 +0.3%
UF
1502
Univest Financial
Pennsylvania
$1.05M -$116K -1,445 -10%
AIC
1503
Ayalon Insurance Company
Israel
$1.04M +$1.04M +12,995 New
OAM
1504
Occidental Asset Management
California
$1.03M
AB
1505
Atlas Brown
Kentucky
$1.03M -$133K -1,664 -11%
OCM
1506
Osterweis Capital Management
California
$1.03M +$38.3K +478 +4%
AssetMark Inc
1507
AssetMark Inc
California
$1.03M +$87.4K +1,091 +9%
WCM
1508
Windsor Capital Management
Arizona
$1.03M +$27.9K +348 +3%
TAIM
1509
TD Ameritrade Investment Management
Nebraska
$1.02M -$9.22K -115 -0.9%
RIA
1510
Realta Investment Advisors
Delaware
$1.02M -$17.6K -219 -2%
KWA
1511
KCS Wealth Advisory
California
$1.02M -$20.5K -256 -2%
CAN
1512
Claraphi Advisory Network
United States
$1.02M -$33.4K -417 -3%
FWP
1513
FAS Wealth Partners
Kansas
$1.02M -$3.04K -38 -0.3%
VNA
1514
Valley National Advisers
Pennsylvania
$1.02M +$187K +2,334 +23%
CPIA
1515
Cornell Pochily Investment Advisors
New York
$1.02M +$4.65K +58 +0.5%
MMPW
1516
Mitchell McLeod Pugh & Williams
Alabama
$1.01M -$18.8K -234 -2%
CA
1517
Capital Advantage
California
$1M +$998K +12,452 New
NL
1518
NWAM LLC
Washington
$999K +$11.2K +140 +1%
KC
1519
Knuff & Co
California
$999K +$39.5K +493 +4%
ICM
1520
IMS Capital Management
Oregon
$996K +$25.4K +317 +3%
SC
1521
Schulhoff & Co
Ohio
$992K +$10.5K +131 +1%
Kovitz Investment Group Partners
1522
Kovitz Investment Group Partners
Illinois
$989K +$202K +2,525 +4%
PCM
1523
Perkins Capital Management
Minnesota
$988K +$210K +2,620 +27%
AI
1524
Accredited Investors
Minnesota
$983K -$25.2K -315 -3%
GC
1525
Grimes & Company
Massachusetts
$983K -$7.61K -95 -0.8%