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Name Holding Trade Value Shares
Change
Change in
Stake
AFC
2051
AFT Forsyth & Company
Florida
$1.01M -$53.9K -475 -5%
FFG
2052
Frisch Financial Group
New York
$1.01M +$31.9K +281 +3%
FFIC
2053
First Fiduciary Investment Counsel
Ohio
$1.01M -$68.1K -600 -6%
QC
2054
Quent Capital
New York
$1.01M +$142K +1,248 +17%
PWA
2055
Providence Wealth Advisors
Illinois
$1.01M -$93.7K -825 -8%
LIA
2056
LBMC Investment Advisors
Tennessee
$1.01M – – –
ACS
2057
Archford Capital Strategies
Illinois
$1.01M +$237K +2,091 +29%
AL
2058
Arnhold LLC
New York
$1.01M – – –
MLA
2059
My Legacy Advisors
Oregon
$1.01M -$249K -2,191 -19%
SWM
2060
Segment Wealth Management
Texas
$1.01M -$460K -4,052 -32%
EWM
2061
EPG Wealth Management
Georgia
$1M +$50K +440 +5%
Obermeyer Wealth Partners
2062
Obermeyer Wealth Partners
Colorado
$1M – – –
SAA
2063
Southeast Asset Advisors
Georgia
$1M +$795 +7 +0.1%
Badgley Phelps Wealth Managers
2064
Badgley Phelps Wealth Managers
Washington
$1M +$42.8K +377 +5%
AT
2065
American Trust
Kentucky
$1M -$28.4K -250 -3%
Gradient Investments
2066
Gradient Investments
Minnesota
$995K +$34.4K +303 +4%
CFA
2067
Capstone Financial Advisors
Illinois
$994K +$50.9K +448 +5%
LIM
2068
Longfellow Investment Management
Massachusetts
$993K -$161K -1,420 -14%
PCM
2069
Poehling Capital Management
Wisconsin
$991K -$16.6K -146 -2%
Allstate Corporation
2070
Allstate Corporation
Illinois
$991K – – –
SWA
2071
SOA Wealth Advisors
New York
$990K +$3.52K +31 +0.4%
WAM
2072
WealthTrust Asset Management
Florida
$990K -$39.2K -345 -4%
SCA
2073
STALEY CAPITAL ADVISERS
Pennsylvania
$988K +$1.7K +15 +0.2%
AIM
2074
Athena Investment Management
California
$988K -$16.2K -143 -2%
Avior Wealth Management
2075
Avior Wealth Management
Nebraska
$988K -$24.1K -212 -2%