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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1701
JGP Wealth Management
Oregon
$1.03M -$583K -30,880 -31%
OPA
1702
Old Port Advisors
Maine
$1.02M -$19.1K -1,010 -1%
KIG
1703
Kowal Investment Group
Wisconsin
$1.02M +$55.7K +2,950 +5%
FRA
1704
Frank Rimerman Advisors
California
$1.02M +$3.96K +210 +0.3%
MWAM
1705
Manhattan West Asset Management
California
$1.02M +$354K +18,780 +39%
FBT
1706
First Bank & Trust
South Dakota
$1.02M +$499K +26,440 +65%
EF
1707
Empowered Funds
Pennsylvania
$1.02M +$526K +27,860 +71%
MPM
1708
Meritage Portfolio Management
Kansas
$1.02M -$14.2M -753,500 -92%
LWM
1709
Loveless Wealth Management
Montana
$1.02M +$33K +1,750 +3%
AIM
1710
Acropolis Investment Management
Missouri
$1.01M +$23.2K +1,230 +2%
WWM
1711
WJ Wealth Management
Arizona
$1.01M +$629K +33,300 +100%
GDP
1712
Great Diamond Partners
Maine
$1.01M +$9.81K +520 +0.8%
CSIC
1713
Clifford Swan Investment Counsel
California
$1.01M +$158K +8,360 +14%
FWM
1714
Foresight Wealth Management
Utah
$1.01M +$54.7K +2,900 +5%
JSW
1715
Journey Strategic Wealth
New Jersey
$1.01M +$237K +12,550 +23%
MC
1716
Maverick Capital
Texas
$1M -$21M -1,113,440 -94%
FBT
1717
First Bankers Trust
Kentucky
$1M -$3.59K -190 -0.3%
SIA
1718
Soltis Investment Advisors
Utah
$1M -$756K -40,050 -38%
FPS
1719
Fieldpoint Private Securities
Connecticut
$999K -$176K -9,350 -12%
AT
1720
Arden Trust
Delaware
$998K -$6.23K -330 -0.5%
II
1721
Inspire Investing
Idaho
$997K -$175K -9,270 -12%
SAS
1722
Sanford Advisory Services
Michigan
$996K +$751K +39,790 +154%
CBTWT
1723
Community Bank & Trust (Waco, Texas)
Texas
$994K -$26.6K -1,410 -2%
APW
1724
Austin Private Wealth
Texas
$991K -$103K -5,470 -8%
BST
1725
Bath Savings Trust
Maine
$990K +$1.09M +57,920 +783%