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Name Holding Trade Value Shares
Change
Change in
Stake
GWCM
1526
Godshalk Welsh Capital Management
Pennsylvania
$976K +$11.5K +316 +1%
SIC
1527
SFE Investment Counsel
California
$976K +$28.2K +775 +3%
AIM
1528
Aspen Investment Management
Michigan
$972K -$15.3K -422 -1%
MWA
1529
Meridian Wealth Advisors
Texas
$972K +$10.3K +282 +1%
GLA
1530
Great Lakes Advisors
Illinois
$969K -$2.6M -71,441 -72%
QPWM
1531
Quadrant Private Wealth Management
Pennsylvania
$969K -$1.07M -29,450 Closed
ACM
1532
Allred Capital Management
Texas
$968K +$112K +3,083 +12%
KFA
1533
Kelleher Financial Advisors
New York
$963K
DP
1534
Dearborn Partners
Illinois
$959K -$149K -4,092 -13%
FWP
1535
FAS Wealth Partners
Kansas
$959K +$32K +880 +3%
SDAM
1536
Shulman DeMeo Asset Management
New York
$959K +$75.1K +2,064 +8%
KCM
1537
Kempner Capital Management
Texas
$950K
HF
1538
HRT Financial
New York
$949K -$4.85M -133,396 -83%
AHB
1539
Abner Herrman & Brock
New Jersey
$949K -$38.2K -1,051 -4%
BMA
1540
Brooks Moore & Associates
Tennessee
$947K -$18.3K -503 -2%
PFS
1541
Physicians Financial Services
North Carolina
$940K -$3.78K -104 -0.4%
WOC
1542
West Oak Capital
California
$939K
CI
1543
CX Institutional
Indiana
$939K +$4.87K +134 +0.5%
WAP
1544
Wealthcare Advisory Partners
Pennsylvania
$939K +$24.8K +682 +3%
RBC
1545
Roble Belko & Company
Pennsylvania
$939K +$219K +6,026 +28%
BCWM
1546
Blue Chip Wealth Management
Florida
$938K -$163K -4,473 -14%
CCWA
1547
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$935K +$998K +27,435 New
WFM
1548
Wolff Financial Management
Michigan
$934K -$200K -5,513 -17%
FANJ
1549
Financial Architects (New Jersey)
New Jersey
$933K -$899K -24,730 -47%
PH
1550
Pinnacle Holdings
Oklahoma
$932K +$92.7K +2,549 +10%