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Name Holding Trade Value Shares
Change
Change in
Stake
SCP
1651
Sandhill Capital Partners
New York
$542K +$16.7K +531 +3%
MA
1652
MCF Advisors
Kentucky
$537K -$73.4K -2,328 -12%
TIA
1653
Tiemann Investment Advisors
California
$535K -$9.96K -316 -2%
AGA
1654
Accuvest Global Advisors
Utah
$535K +$530K +16,799 New
FRM
1655
Fox Run Management
Connecticut
$534K +$529K +16,759 New
EAM
1656
Evanson Asset Management
California
$533K +$14.2K +450 +3%
CIM
1657
Cetera Investment Management
California
$532K -$109K -3,449 -17%
GC
1658
Gilbert & Cook
Iowa
$532K +$292K +9,260 +124%
RWA
1659
River Wealth Advisors
Pennsylvania
$531K +$1.83K +58 +0.3%
NME
1660
Notis-McConarty Edward
$527K -$3.31K -105 -0.6%
IIM
1661
Ironwood Investment Management
Massachusetts
$527K +$7.19K +228 +1%
RWA
1662
RGT Wealth Advisors
Texas
$526K +$147K +4,662 +39%
BMC
1663
Benin Management Corp
Connecticut
$525K +$284 +9 +0.1%
PSC
1664
Prentiss Smith & Co
Vermont
$522K +$20K +633 +4%
SFSIG
1665
San Francisco Sentry Investment Group
California
$520K +$312K +9,906 +155%
CPA
1666
Clear Perspective Advisors
Illinois
$519K -$502K -15,912 Closed
BWL
1667
Bogart Wealth LLC
Virginia
$519K +$86.9K +2,756 +20%
PPCM
1668
Pillar Pacific Capital Management
California
$516K
FIM
1669
Fruth Investment Management
Texas
$514K +$6.46K +205 +1%
MWM
1670
Mascoma Wealth Management
New Hampshire
$511K -$39.9K -1,266 -7%
AWP
1671
Ascent Wealth Partners
New York
$510K
CA
1672
Cornerstone Advisory
Maryland
$510K +$23.6K +748 +5%
GAG
1673
GM Advisory Group
New York
$508K -$39.2K -1,242 -7%
ACM
1674
Alethea Capital Management
Washington
$508K
DCM
1675
Driehaus Capital Management
Illinois
$507K -$5.46K -173 -1%