Name Holding Trade Value Shares
Change
Change in
Stake
TH
2501
TCTC Holdings
Texas
$128K +$129K +6,200 New
NIM
2502
NuWave Investment Management
New Jersey
$126K +$126K +6,080 New
MIM
2503
Meridiem Investment Management
United Kingdom
$124K – – –
DAC
2504
Dividend Assets Capital
South Carolina
$124K +$41.5K +2,000 +50%
MCA
2505
Mercer Capital Advisers
New Jersey
$121K – – –
MAM
2506
McCarthy Asset Management
California
$115K – – –
CTC (Chicago Trading Company)
2507
CTC (Chicago Trading Company)
Illinois
$111K +$25.7K +1,240 +30%
SQA
2508
Simon Quick Advisors
New Jersey
$111K +$20.8K +1,000 +23%
ACM
2509
Antonetti Capital Management
Florida
$109K +$109K +5,240 New
CWM
2510
Cranbrook Wealth Management
Michigan
$105K +$17.4K +840 +20%
EC
2511
Estate Counselors
Wisconsin
$102K – – –
BAM
2512
Bellevue Asset Management
Washington
$102K +$5.19K +250 +5%
SIMG
2513
Stephens Investment Management Group
Texas
$100K – – –
M
2514
MOTCO
Texas
$100K +$67.9K +3,270 +210%
BMD
2515
Better Money Decisions
New Mexico
$99K +$19.9K +960 +25%
PPWM
2516
PFG Private Wealth Management
Florida
$99K +$99K +4,770 New
LPWM
2517
Lake Point Wealth Management
Texas
$95K -$39K -1,880 -29%
BC
2518
Bartlett & Co
Ohio
$92K -$22.4K -1,080 -20%
BCWM
2519
Bartlett & Co Wealth Management
Ohio
$92K -$22.4K -1,080 -20%
EWM
2520
Evermay Wealth Management
Virginia
$87K -$29.3K -1,410 -25%
PP
2521
Pacifica Partners
Canada
$85K -$175K -8,440 -69%
KFS
2522
Kelly Financial Services
Massachusetts
$84.3K +$16.4K +790 +24%
SSC
2523
Syverson Strege & Co
Iowa
$84K +$83.9K +4,040 New
SFO
2524
Standard Family Office
South Dakota
$83K -$875K -42,120 -91%
FPB
2525
First PREMIER Bank
South Dakota
$83K – – –