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Name Holding Trade Value Shares
Change
Change in
Stake
WAM
2201
WealthTrust Asset Management
Florida
$1.73M +$29.6K +660 +2%
AIP
2202
Almanack Investment Partners
Pennsylvania
$1.73M +$13K +290 +0.7%
PIM
2203
Profit Investment Management
Maryland
$1.72M -$116K -2,600 -6%
LT
2204
Legacy Trust
Michigan
$1.72M +$34.1K +760 +2%
WJA
2205
Willis Johnson & Associates
Texas
$1.72M -$583K -13,020 -25%
CCG
2206
Coastwise Capital Group
California
$1.71M -$314K -7,000 -15%
DFG
2207
Demars Financial Group
Washington
$1.7M -$66.3K -1,480 -4%
YLHM
2208
Yelin Lapidot Holdings Management
Israel
$1.7M +$1.77M +39,470 New
CG
2209
Clarus Group
Texas
$1.7M +$17.9K +400 +1%
SAM
2210
Strategy Asset Managers
California
$1.7M +$34.9K +780 +2%
EFL
2211
ERn Financial LLC
Wisconsin
$1.7M +$9.86K +220 +0.6%
BWM
2212
Birchcreek Wealth Management
Ohio
$1.7M +$24.6K +550 +1%
NPA
2213
Nichols & Pratt Advisers
Massachusetts
$1.69M
AWM
2214
Adams Wealth Management
Utah
$1.69M -$143K -3,200 -8%
IWP
2215
Invenio Wealth Partners
Florida
$1.69M +$81.5K +1,820 +5%
AA
2216
Aire Advisors
California
$1.68M +$78.9K +1,760 +5%
KTM
2217
Keeler Thomas Management
Utah
$1.68M -$245K -5,470 -12%
FAFN
2218
First Affirmative Financial Network
Colorado
$1.67M +$236K +5,270 +16%
AT
2219
American Trust
Kentucky
$1.67M -$390K -8,700 -18%
RCM
2220
Riverpark Capital Management
New York
$1.67M -$93.2K -2,080 -5%
PFC
2221
Phocas Financial Corp
California
$1.66M -$85.1K -1,900 -5%
JWM
2222
Jupiter Wealth Management
Colorado
$1.66M +$1.18M +26,380 +330%
HT
2223
Heritage Trust
Oklahoma
$1.66M
MUAMU
2224
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.65M +$1.25M +28,000 +280%
BCM
2225
Birmingham Capital Management
Alabama
$1.65M +$320K +7,150 +23%