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Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
1401
Mark Sheptoff Financial Planning
Connecticut
$1.22M -$54.3K -1,595 -4%
QPWM
1402
Quadrant Private Wealth Management
Pennsylvania
$1.22M +$340K +9,987 +34%
PFBT
1403
Parkside Financial Bank & Trust
Missouri
$1.22M -$70.4K -2,066 -5%
ARMC
1404
American Research & Management Company
Massachusetts
$1.22M -$53.9K -1,581 -4%
FI
1405
FormulaFolio Investments
Michigan
$1.21M -$80.5K -2,361 -6%
MYIA
1406
Mount Yale Investment Advisors
Colorado
$1.21M +$73K +2,142 +6%
WFM
1407
Wolff Financial Management
Michigan
$1.21M +$99.8K +2,930 +8%
CWM
1408
Cornerstone Wealth Management
Missouri
$1.21M +$149K +4,376 +13%
BPCE
1409
Bank Pictet & Cie (Europe)
Germany
$1.21M +$166K +4,882 +14%
REMPR
1410
Roof Eidam Maycock Peralta (REMP)
California
$1.21M -$1.13M -33,289 -46%
FFG
1411
Frisch Financial Group
New York
$1.21M -$647 -19 -0%
DBRC
1412
D.B. Root & Company
Pennsylvania
$1.19M +$79.6K +2,337 +6%
BG
1413
Berry Group
Massachusetts
$1.18M -$521K -15,277 -29%
TFO
1414
Tarbox Family Office
California
$1.18M +$18.8K +552 +1%
CWM
1415
Centric Wealth Management
Illinois
$1.17M -$61.4K -1,803 -5%
KC
1416
Kingfisher Capital
North Carolina
$1.17M -$65.5K -1,921 -5%
EGM
1417
Engineers Gate Manager
New York
$1.17M -$5.77M -169,413 -82%
DP
1418
Dearborn Partners
Illinois
$1.17M +$215K +6,315 +20%
FSA
1419
Financial Sense Advisors
California
$1.17M +$261K +7,672 +26%
DLHL
1420
Donald L. Hagan LLC
Florida
$1.17M +$1.16M +34,158 New
MWM
1421
MinichMacGregor Wealth Management
New York
$1.17M +$1.16M +34,158 New
PK
1422
Pflug Koory
Nebraska
$1.17M +$26.9K +788 +2%
CC
1423
Cadinha & Co
Hawaii
$1.16M -$265K -7,783 -17%
KCM
1424
Kendall Capital Management
Maryland
$1.16M -$113K -3,322 -8%
FIB
1425
First Interstate Bank
Montana
$1.15M +$190K +5,562 +18%