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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1301
Plante Moran Financial Advisors
Michigan
$1.1M +$105K +3,227 +10%
SFSIG
1302
San Francisco Sentry Investment Group
California
$1.1M +$18.6K +572 +2%
SSWM
1303
Sheets Smith Wealth Management
North Carolina
$1.09M -$84.9K -2,606 -7%
CASB
1304
Cape Ann Savings Bank
Massachusetts
$1.09M -$10.7K -327 -0.9%
PWM
1305
Perigon Wealth Management
California
$1.08M +$21K +643 +2%
MWM
1306
Mission Wealth Management
California
$1.08M +$1.07M +32,872 New
SC
1307
Searle & Co
Connecticut
$1.08M -$33 -1 -0%
GC
1308
Garde Capital
Washington
$1.08M +$45.3K +1,389 +4%
REMPR
1309
Roof Eidam Maycock Peralta (REMP)
California
$1.08M -$24.1K -738 -2%
TC
1310
Taylor Cottrill
New Hampshire
$1.07M -$37.4K -1,147 -3%
MCA
1311
Metropolitan Capital Advisors
New York
$1.07M +$447K +13,702 +69%
AIM
1312
Aspen Investment Management
Michigan
$1.05M
HL
1313
HeadInvest LLC
Maine
$1.05M
BRWM
1314
B. Riley Wealth Management
Tennessee
$1.05M -$104K -3,185 -9%
NAM
1315
Needelman Asset Management
California
$1.05M -$35.4K -1,085 -3%
HAG
1316
HighPoint Advisor Group
Illinois
$1.05M +$1.07M +32,877 New
AB
1317
Atlas Brown
Kentucky
$1.04M +$33K +1,013 +3%
CCM
1318
Cutler Capital Management
Massachusetts
$1.04M -$344K -10,540 -24%
SFM
1319
Signet Financial Management
New Jersey
$1.03M -$37.4K -1,149 -3%
ACI
1320
Alpha Cubed Investments
California
$1.03M +$383K +11,755 +57%
QCG
1321
Quadrant Capital Group
Ohio
$1.02M +$1.06M +32,427 New
IP
1322
Investment Partners
Ohio
$1.02M +$1.4K +43 +0.1%
MCWS
1323
McKinley Carter Wealth Services
West Virginia
$1.01M -$94.6K -2,904 -8%
VFS
1324
VSR Financial Services
Kansas
$1.01M +$62.3K +1,910 +6%
MVA
1325
Mount Vernon Associates
Maryland
$1.01M +$44.7K +1,371 +5%