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Name Holding Trade Value Shares
Change
Change in
Stake
GFS
1526
GYL Financial Synergies
Connecticut
$961K -$47.9K -1,409 -4%
WAM
1527
Weatherly Asset Management
California
$961K -$2.51K -74 -0.2%
OIA
1528
Optimum Investment Advisors
Illinois
$959K -$34.4K -1,012 -3%
MMPW
1529
Mitchell McLeod Pugh & Williams
Alabama
$955K +$430K +12,651 +70%
MWM
1530
Madison Wealth Management
Ohio
$954K +$35.8K +1,054 +4%
SJIM
1531
St. Johns Investment Management
Florida
$953K -$29.5K -868 -3%
EGA
1532
E&G Advisors
Texas
$953K +$3.67K +108 +0.4%
SMFS
1533
Squar Milner Financial Services
California
$952K +$237K +6,985 +29%
EF
1534
Exeter Financial
Arizona
$949K -$13K -383 -1%
MIM
1535
Miller Investment Management
Pennsylvania
$948K
PFS
1536
Physicians Financial Services
North Carolina
$948K +$102 +3 +0%
SCI
1537
S&CO Inc
Massachusetts
$946K
BIA
1538
Bigelow Investment Advisors
Maine
$946K +$56.6K +1,665 +6%
HZ
1539
Hixon Zuercher
Ohio
$943K +$728K +21,415 +239%
MM
1540
Meridian Management
Arkansas
$942K
JHP
1541
James Hambro & Partners
United Kingdom
$938K -$124K -3,647 -11%
RMA
1542
Roffman Miller Associates
Pennsylvania
$938K +$323K +9,522 +46%
IC
1543
Inverness Counsel
New York
$937K -$65K -1,913 -6%
MWM
1544
Modera Wealth Management
New Jersey
$937K -$56K -1,649 -5%
KFA
1545
Kelleher Financial Advisors
New York
$934K +$985 +29 +0.1%
MA
1546
Modus Advisors
Minnesota
$931K +$411K +12,097 +68%
Koshinski Asset Management
1547
Koshinski Asset Management
Illinois
$930K +$165K +4,858 +19%
JT
1548
Jump Trading
Illinois
$927K +$1.02M +29,890 New
Vanguard Personalized Indexing Management
1549
Vanguard Personalized Indexing Management
California
$926K +$123K +3,635 +14%
WP
1550
WealthSource Partners
California
$925K -$197K -5,789 -16%