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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1676
Acropolis Investment Management
Missouri
$137K -$331 -10 -0.3%
CFD
1677
Creative Financial Designs
Indiana
$136K -$993 -30 -0.8%
APC
1678
Aspire Private Capital
North Carolina
$133K +$48K +1,450 +60%
DRS
1679
Deane Retirement Strategies
Louisiana
$131K
TIM
1680
Tortoise Investment Management
New York
$128K
WPA
1681
West Paces Advisors
Georgia
$127K +$3.64K +110 +3%
VCM
1682
Vigilant Capital Management
Maine
$124K +$8.27K +250 +7%
ONST
1683
Old North State Trust
North Carolina
$123K +$24.2K +730 +26%
JWM
1684
Janiczek Wealth Management
Colorado
$122K -$3.64K -110 -3%
AWM
1685
Abound Wealth Management
Tennessee
$122K +$1.32K +40 +1%
BAM
1686
Bellevue Asset Management
Washington
$121K
FMP
1687
Financial Management Professionals
Texas
$121K +$3.64K +110 +3%
BCM
1688
Birch Capital Management
Texas
$121K
BWS
1689
Buck Wealth Strategies
Colorado
$121K +$116K +3,500 New
CB
1690
Community Bank
New York
$121K
HGERS
1691
Householder Group Estate & Retirement Specialist
Arizona
$119K -$2.65K -80 -2%
QPBE
1692
Quintet Private Bank (Europe)
Luxembourg
$117K +$112K +3,390 New
NIC
1693
Northwest Investment Counselors
Oregon
$117K +$662 +20 +0.6%
GIA
1694
GHP Investment Advisors
Colorado
$116K
SIC
1695
SJS Investment Consulting
Ohio
$115K -$662 -20 -0.6%
MCM
1696
MV Capital Management
Maryland
$115K +$15.9K +480 +17%
VNA
1697
Valley National Advisers
Pennsylvania
$115K +$50K +1,510 +76%
YDMI
1698
Y.D. More Investments
Israel
$114K +$92K +2,780 +535%
AFS
1699
Annapolis Financial Services
Maryland
$109K
NIMI
1700
Natixis Investment Managers International
France
$108K -$93.7K -2,830 -47%