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Name Holding Trade Value Shares
Change
Change in
Stake
CFP
1626
Cascade Financial Partners
California
$1.23M +$8.27K +104 +0.7%
PCP
1627
Proficio Capital Partners
Massachusetts
$1.23M -$48.6K -612 -4%
DMBA
1628
Deseret Mutual Benefit Administrators
Utah
$1.23M
MC
1629
Martin & Co
Tennessee
$1.23M -$3.1K -39 -0.3%
SLT
1630
St Louis Trust
Missouri
$1.23M
PWM
1631
PBMares Wealth Management
Virginia
$1.22M +$3.42K +43 +0.3%
KSCM
1632
Kamunting Street Capital Management
Florida
$1.22M +$1.22M +15,410 New
LA
1633
LM Advisors
California
$1.22M -$918K -11,547 -43%
LAM
1634
LOM Asset Management
$1.22M +$1.22M +15,400 New
EFM
1635
Eley Financial Management
Vermont
$1.22M +$38.5K +484 +3%
VPI
1636
Value Partners Investments
Manitoba, Canada
$1.22M +$68.5K +862 +6%
QFA
1637
Quattro Financial Advisors
Texas
$1.22M +$27.8K +350 +2%
HR
1638
Hardy Reed
Mississippi
$1.21M -$57.5K -723 -5%
HCM
1639
Huber Capital Management
California
$1.21M -$2.38M -30,000 -66%
IVP
1640
Intrinsic Value Partners
Arizona
$1.21M -$34.3K -432 -3%
SSW
1641
Stone Summit Wealth
Florida
$1.21M -$120K -1,511 -9%
AIS
1642
AM Investment Strategies
Tennessee
$1.2M -$100K -1,264 -8%
PAA
1643
Peregrine Asset Advisers
Oregon
$1.2M -$28.6K -360 -2%
SB
1644
Sunflower Bank
Texas
$1.2M -$49.5K -623 -4%
GA
1645
GoalVest Advisory
New York
$1.2M +$67.9K +854 +6%
GIM
1646
Guardian Investment Management
California
$1.2M
SWM
1647
Segment Wealth Management
Texas
$1.2M -$112K -1,405 -9%
CAM
1648
Cidel Asset Management
Ontario, Canada
$1.19M +$174K +2,191 +17%
AIM
1649
Acropolis Investment Management
Missouri
$1.19M -$124K -1,562 -9%
CWM
1650
Chesapeake Wealth Management
Virginia
$1.19M -$54.8K -689 -4%