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Name Holding Trade Value Shares
Change
Change in
Stake
RDM
1301
Retirement Design & Management
Connecticut
$1.22M +$12.6K +399 +1%
PTC
1302
Philadelphia Trust Company
Pennsylvania
$1.22M +$26.5K +843 +2%
MWM
1303
Mission Wealth Management
California
$1.22M +$84.7K +2,693 +7%
RBC
1304
Ronald Blue & Co
Georgia
$1.21M -$688K -21,879 -36%
VWM
1305
Valley Wealth Managers
New Jersey
$1.21M -$14.6K -464 -1%
TYCC
1306
Texas Yale Capital Corp
Florida
$1.21M
PG
1307
PEAK6 Group
Illinois
$1.2M +$1.07M +33,932 +652%
CPS
1308
Counsel Portfolio Services
Ontario, Canada
$1.2M
HA
1309
Hamel Associates
New Jersey
$1.2M +$2.36K +75 +0.2%
NAM
1310
NTV Asset Management
West Virginia
$1.2M -$446K -14,175 -27%
SC
1311
Saybrook Capital
North Carolina
$1.2M
BC
1312
Burney Company
Virginia
$1.19M -$21.3K -677 -2%
FANJ
1313
Financial Architects (New Jersey)
New Jersey
$1.19M -$207K -6,587 -14%
NAMP
1314
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.18M
PWM
1315
Perigon Wealth Management
California
$1.18M +$110K +3,505 +10%
TFO
1316
Tarbox Family Office
California
$1.18M -$4.4K -140 -0.4%
MC
1317
Miles Capital
Iowa
$1.18M -$5.95K -189 -0.5%
ATC
1318
Argent Trust Co
Tennessee
$1.16M +$263K +8,354 +28%
SJIM
1319
St. Johns Investment Management
Florida
$1.16M -$1.82K -58 -0.2%
EFSCE
1320
Enterprise Financial Services Corp (EFSC)
Missouri
$1.15M -$46.5K -1,478 -4%
MM
1321
Meridian Management
Arkansas
$1.15M
AFWA
1322
Ancora Family Wealth Advisors
Ohio
$1.15M +$42.9K +1,365 +4%
SCM
1323
Schnieders Capital Management
California
$1.15M +$398K +12,653 +51%
PFM
1324
Premier Fund Managers
United Kingdom
$1.15M +$1.16M +36,890 New
LI
1325
Longer Investments
Arkansas
$1.14M -$847K -26,927 -42%