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Name Holding Trade Value Shares
Change
Change in
Stake
VIP
3001
Vista Investment Partners
Oklahoma
$5.17M -$47.6K -273 -1%
DIP
3002
DT Investment Partners
Pennsylvania
$5.17M +$22.7K +130 +0.5%
CWP
3003
Core Wealth Partners
California
$5.17M +$52.1K +299 +1%
IWM
3004
Iams Wealth Management
Nebraska
$5.17M +$589K +3,377 +14%
LNB
3005
Ledyard National Bank
$5.16M +$85.6K +491 +2%
AMM
3006
American Money Management
California
$5.15M +$245K +1,404 +5%
GGS
3007
Galvin Gaustad & Stein
Arizona
$5.15M -$24.4K -140 -0.5%
CCIA
3008
Campbell & Co Investment Adviser
Maryland
$5.13M +$4.8M +27,513 New
WMWM
3009
Whitaker-Myers Wealth Managers
Ohio
$5.13M +$548K +3,143 +13%
CWMGO
3010
Capstone Wealth Management Group (Oregon)
Oregon
$5.13M -$159K -912 -3%
NEWAS
3011
N.E.W. Advisory Services
Wisconsin
$5.13M +$111K +636 +2%
WCG
3012
Weaver Consulting Group
California
$5.12M +$56.8K +326 +1%
HFM
3013
Hartford Funds Management
Pennsylvania
$5.12M -$90.1K -517 -2%
LCM
3014
Leisure Capital Management
California
$5.12M +$89.4K +513 +2%
IIM
3015
InTrack Investment Management
Vermont
$5.11M +$69.9K +401 +1%
HIS
3016
Harvest Investment Services
Illinois
$5.11M -$6.56M -37,626 -58%
WCFA
3017
Walkner Condon Financial Advisors
Wisconsin
$5.11M -$62.9K -361 -1%
WFS
3018
WealthGarden F.S.
California
$5.1M +$363K +2,080 +8%
IWN
3019
Independent Wealth Network
Iowa
$5.1M +$122K +698 +3%
CNAM
3020
Campbell Newman Asset Management
Wisconsin
$5.1M +$14.5K +83 +0.3%
VFA
3021
Voya Financial Advisors
Connecticut
$5.1M -$489K -2,805 -9%
GHAM
3022
Gilman Hill Asset Management
Connecticut
$5.09M +$126K +725 +3%
SFS
3023
Solitude Financial Services
Virginia
$5.08M -$473K -2,714 -9%
SCP
3024
Shorepoint Capital Partners
Massachusetts
$5.07M +$4.74M +27,186 New
TMWM
3025
Taylor & Morgan Wealth Management
Michigan
$5.07M +$41.7K +239 +0.9%