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Name Holding Trade Value Shares
Change
Change in
Stake
BSA
1551
Bull Street Advisors
Georgia
$1.09M +$2.03K +27 +0.2%
SWM
1552
Segment Wealth Management
Texas
$1.09M -$126K -1,674 -10%
CGA
1553
Crescent Grove Advisors
Illinois
$1.09M +$2.71K +36 +0.2%
KMWM
1554
Keudell/Morrison Wealth Management
Oregon
$1.08M +$7.45K +99 +0.7%
ICM
1555
IMS Capital Management
Oregon
$1.07M +$124K +1,653 +13%
HI
1556
Hoey Investments
Pennsylvania
$1.07M -$184K -2,449 -14%
BC
1557
Burleson & Co
California
$1.06M -$20.1K -267 -2%
PCM
1558
Poehling Capital Management
Wisconsin
$1.06M +$8.05K +107 +0.7%
KF
1559
Krilogy Financial
Missouri
$1.06M +$160K +2,132 +17%
CB
1560
CNB Bank
Pennsylvania
$1.05M +$117K +1,553 +12%
AFAS
1561
Acorn Financial Advisory Services
Virginia
$1.05M -$11.2K -149 -1%
IAIM
1562
International Assets Investment Management
Florida
$1.05M +$254K +3,379 +31%
HC
1563
Henshaw Capital
Massachusetts
$1.05M +$82.5K +1,096 +8%
DIM
1564
DC Investments Management
Virginia
$1.04M -$1.69M -22,447 -61%
BCP
1565
Blackhawk Capital Partners
Wisconsin
$1.04M +$1.07M +14,212 New
NCM
1566
Northwest Capital Management
Oregon
$1.04M +$1.35K +18 +0.1%
CFFP
1567
Center for Financial Planning
Michigan
$1.04M -$37.3K -495 -3%
CA
1568
Cornerstone Advisory
Maryland
$1.04M +$315K +4,185 +42%
WPA
1569
West Paces Advisors
Georgia
$1.03M +$464K +6,160 +78%
SAMH
1570
Shanda Asset Management Holdings
British Virgin Islands
$1.03M +$1.05M +13,973 New
HIM
1571
HawsGoodwin Investment Management
Tennessee
$1.03M -$141K -1,868 -12%
NFG
1572
Nations Financial Group
Iowa
$1.03M -$41.6K -553 -4%
FBFS
1573
First Business Financial Services
Wisconsin
$1.03M +$33K +438 +3%
CIA
1574
Covington Investment Advisors
Pennsylvania
$1.02M -$11.8K -157 -1%
ESCM
1575
Echo Street Capital Management
New York
$1.02M +$1.05M +13,896 New