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Name Holding Trade Value Shares
Change
Change in
Stake
LCM
1151
LVM Capital Management
Michigan
$983K +$2.18K +50 +0.2%
PP
1152
PDS Planning
Ohio
$982K +$2.18K +50 +0.2%
LHC
1153
Little House Capital
Massachusetts
$978K +$38.4K +880 +5%
NFC
1154
Northeast Financial Consultants
Connecticut
$974K -$44.5K -1,020 -5%
AAM
1155
Aureus Asset Management
Massachusetts
$974K – – –
FIC
1156
FCG Investment Company
Tennessee
$971K +$871K +19,950 New
BFM
1157
Boston Financial Management
Massachusetts
$969K – – –
SMA
1158
Sage Mountain Advisors
Georgia
$968K +$31K +710 +4%
ISWM
1159
Independent Solutions Wealth Management
New York
$967K -$1.28M -29,320 -60%
Vanguard Capital Wealth Advisors
1160
Vanguard Capital Wealth Advisors
Colorado
$966K -$87.3K -2,000 -9%
ACA
1161
Affinity Capital Advisors
California
$963K -$185K -4,240 -18%
WR
1162
WD Rutherford
Oregon
$962K – – –
VI
1163
Versor Investments
New York
$961K +$861K +19,730 New
DG
1164
DMC Group
Alabama
$957K +$86K +1,970 +11%
LWM
1165
Laidlaw Wealth Management
New York
$954K -$121K -2,770 -12%
BB
1166
Bell Bank
North Dakota
$953K -$54.1K -1,240 -6%
FNWM
1167
Financial Network Wealth Management
Utah
$952K -$10K -230 -1%
FMLI
1168
Fukoku Mutual Life Insurance
Japan
$951K – – –
MC
1169
Mathes Company
New York
$949K -$4.8K -110 -0.6%
ASBI
1170
American State Bank (Iowa)
Iowa
$946K – – –
MWM
1171
Modera Wealth Management
New Jersey
$945K +$30.1K +690 +4%
BFG
1172
Berger Financial Group
Minnesota
$940K -$10K -230 -1%
WB
1173
WesBanco Bank
West Virginia
$934K -$78.6K -1,800 -9%
PCIG
1174
Partners Capital Investment Group
Massachusetts
$934K -$9.17K -210 -1%
MIC
1175
Means Investment Company
Maine
$933K -$60.2K -1,380 -7%