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Name Holding Trade Value Shares
Change
Change in
Stake
AO
1501
Advisor OS
Illinois
$1.01M +$11K +365 +1%
BBA
1502
Baker Bros. Advisors
New York
$1.01M +$1.06M +35,000 New
P
1503
Pitcairn
Pennsylvania
$1.01M -$88.3K -2,921 -8%
CCFM
1504
Clear Creek Financial Management
Washington
$1.01M +$177K +5,846 +20%
BAM
1505
Byrne Asset Management
New Jersey
$1.01M -$1.19M -39,413 Closed
BFC
1506
Blue Fin Capital
Rhode Island
$1.01M -$263K -8,704 -20%
WCBA
1507
Weaver C. Barksdale & Associates
Tennessee
$1M -$360K -11,897 -25%
PWPS
1508
Pinnacle Wealth Planning Services
Ohio
$1M +$353K +11,673 +50%
VFA
1509
Voya Financial Advisors
Connecticut
$1M +$10.9K +361 +1%
PA
1510
Probity Advisors
Texas
$1M -$35.9K -1,189 -3%
I
1511
INVST
Indiana
$1M -$52.6K -1,740 -5%
IP
1512
Ignite Planners
California
$1M -$139K -4,611 -12%
ACI
1513
Alpha Cubed Investments
California
$1M +$18.4K +608 +2%
MCM
1514
Mork Capital Management
California
$999K +$1.05M +34,710 New
ECM
1515
Exchange Capital Management
Michigan
$995K -$1.09M -36,129 -51%
IF
1516
Ironwood Financial
Arizona
$994K -$26.1K -864 -2%
RPCONE
1517
Retirement Planning Company of New England
Rhode Island
$994K +$31.3K +1,034 +3%
WCM
1518
Whitener Capital Management
North Carolina
$994K -$413K -13,660 -28%
CT
1519
Chicago Trust
Illinois
$991K -$563K -18,632 -35%
WPC
1520
Wedmont Private Capital
Pennsylvania
$989K +$6.11K +202 +0.6%
FCA
1521
FLC Capital Advisors
California
$989K -$390K -12,907 -27%
CRC
1522
Curi RMB Capital
Illinois
$988K -$3.35K -111 -0.3%
PP
1523
Pingora Partners
Wyoming
$988K +$1.04M +34,310 New
MIC
1524
Means Investment Company
Maine
$987K -$145K -4,785 -12%
EFSCE
1525
Enterprise Financial Services Corp (EFSC)
Missouri
$987K -$609K -20,141 -37%