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Name Holding Trade Value Shares
Change
Change in
Stake
PFM
1676
Parsec Financial Management
North Carolina
$1.01M +$45.8K +621 +5%
LCM
1677
Laurion Capital Management
New York
$1M -$740K -10,038 -42%
PWMAG
1678
Pinnacle Wealth Management Advisory Group
New Jersey
$1M +$15K +204 +2%
AFS
1679
Aft Forsyth & Sober
Florida
$1M +$541K +7,336 +117%
HIM
1680
HawsGoodwin Investment Management
Tennessee
$999K -$133K -1,801 -12%
SAM
1681
Security Asset Management
New York
$999K +$590 +8 +0.1%
PL
1682
Plancorp LLC
Missouri
$991K -$50.8K -688 -5%
CHJWM
1683
Carlton Hofferkamp & Jenks Wealth Management
Texas
$989K +$176K +2,382 +22%
CCM
1684
Cribstone Capital Management
Maine
$988K +$191K +2,583 +24%
HJGA
1685
Hardman Johnston Global Advisors
Connecticut
$983K
KWA
1686
KCS Wealth Advisory
California
$982K +$64K +868 +7%
BWM
1687
BCS Wealth Management
Tennessee
$980K +$8.78K +119 +0.9%
NL
1688
Navalign LLC
California
$979K +$982K +13,314 New
FWP
1689
FAS Wealth Partners
Kansas
$978K -$14.7K -199 -1%
WMA
1690
Wealth Management Associates
New Jersey
$974K +$60.5K +820 +7%
AI
1691
Accredited Investors
Minnesota
$973K +$3.32K +45 +0.3%
CS
1692
Cannell & Spears
New York
$972K -$564K -7,651 -37%
SMC
1693
Smith, Moore & Co
Missouri
$972K +$220K +2,980 +29%
GWS
1694
Glassman Wealth Services
Virginia
$971K -$1.4K -19 -0.1%
SWM
1695
Segment Wealth Management
Texas
$970K -$26.9K -365 -3%
RAM
1696
Redmond Asset Management
Virginia
$970K +$15.4K +209 +2%
HBT
1697
Heartland Bank & Trust
Illinois
$968K -$189K -2,563 -16%
CC
1698
Cadinha & Co
Hawaii
$967K -$92K -1,247 -9%
HFA
1699
Hoover Financial Advisors
Pennsylvania
$964K -$48.8K -661 -5%
WWM
1700
Windsor Wealth Management
Indiana
$964K +$148K +2,001 +18%