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Name Holding Trade Value Shares
Change
Change in
Stake
RW
2976
REDW Wealth
New Mexico
$4.87M +$130K +415 +3%
PC
2977
Port Capital
Illinois
$4.87M +$110K +350 +3%
ASI
2978
Advisory Services & Investments
Oregon
$4.87M -$334K -1,067 -7%
CNWM
2979
Clay Northam Wealth Management
California
$4.86M -$49.2K -157 -1%
ATWA
2980
Arbor Trust Wealth Advisors
Michigan
$4.86M +$12.5K +40 +0.3%
WI
2981
Wedgewood Investors
Pennsylvania
$4.86M -$130K -415 -3%
BCM
2982
Bancreek Capital Management
California
$4.86M +$32.6K +104 +0.7%
GC
2983
Gould Capital
Washington
$4.85M -$199K -635 -4%
KA
2984
Kerrisdale Advisers
Florida
$4.84M -$244K -780 -5%
LRIA
2985
Leonard Rickey Investment Advisors
Washington
$4.84M -$84K -268 -2%
WW
2986
Waterfront Wealth
Kansas
$4.83M -$19.7K -63 -0.5%
MMHP
2987
Murphy Middleton Hinkle & Parker
Georgia
$4.82M -$191K -608 -4%
HSWM
2988
Hubbell Strickland Wealth Management
Louisiana
$4.81M -$298K -951 -6%
PP
2989
Patron Partners
Texas
$4.8M -$48.3K -154 -1%
BCFS
2990
Butensky & Cohen Financial Security
Florida
$4.8M -$462K -1,474 -9%
NERM
2991
New England Research & Management
Illinois
$4.8M -$491K -1,566 -10%
SP
2992
Successful Portfolios
Florida
$4.79M -$720K -2,296 -14%
VC
2993
Veracity Capital
Georgia
$4.79M +$301K +959 +7%
MAS
2994
Madden Advisory Services
Florida
$4.78M +$4.39K +14 +0.1%
LWM
2995
Lodestone Wealth Management
Washington
$4.78M -$34.5K -110 -0.8%
CFD
2996
Creative Financial Designs
Indiana
$4.78M -$347K -1,106 -7%
CWM
2997
Chemistry Wealth Management
New York
$4.78M +$94K +300 +2%
LRWA
2998
Long Run Wealth Advisors
New York
$4.76M -$254K -810 -5%
FMN
2999
Financial Management Network
California
$4.76M -$91.2K -291 -2%
AC
3000
Addison Capital
Pennsylvania
$4.76M +$31.3K +100 +0.7%