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Name Holding Trade Value Shares
Change
Change in
Stake
PP
1926
PDS Planning
Ohio
$800K +$20.2K +455 +3%
MA
1927
MCF Advisors
Kentucky
$799K +$48K +1,084 +6%
CCMIC
1928
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$798K -$50.2K -1,133 -6%
CSPAM
1929
Cary Street Partners Asset Management
Virginia
$797K -$44.3K -1,000 -5%
FPF
1930
First Pacific Financial
Washington
$794K +$25.7K +580 +3%
HAS
1931
HBW Advisory Services
California
$794K +$83.2K +1,879 +11%
BC
1932
Burleson & Co
California
$788K +$7.53K +170 +0.9%
LCM
1933
LCM Capital Management
Illinois
$785K -$11.3K -256 -1%
MWA
1934
Meridian Wealth Advisors
Texas
$784K +$21.7K +489 +3%
KM
1935
Kalos Management
Georgia
$782K +$329K +7,435 +82%
RDFA
1936
Ritter Daniher Financial Advisory
Ohio
$780K
CAGAS
1937
Capital Advisory Group Advisory Services
Minnesota
$780K +$12.6K +285 +2%
CMI
1938
Clare Market Investments
Texas
$779K -$592K -13,352 -42%
CAM
1939
Covenant Asset Management
New Jersey
$778K -$9.08K -205 -1%
CGFA
1940
Colton Groome Financial Advisors
North Carolina
$778K
MIM
1941
Montgomery Investment Management
Maryland
$777K
PAWC
1942
P.A.W. Capital
Connecticut
$774K -$177K -4,000 -18%
WDG
1943
Wealth Dimensions Group
Ohio
$774K -$16K -361 -2%
EP
1944
Edgestream Partners
New Jersey
$774K +$798K +18,004 New
SIA
1945
SkyView Investment Advisors
New Jersey
$773K +$307K +6,934 +63%
WCM
1946
Weik Capital Management
Pennsylvania
$772K
C
1947
Certuity
Florida
$772K +$234K +5,273 +42%
JCM
1948
Jag Capital Management
Missouri
$770K +$213K +4,805 +37%
GAM
1949
Gould Asset Management
California
$768K -$457K -10,323 -37%
PCMM
1950
Piedmont Capital Management (Montana)
Montana
$768K -$67.4K -1,521 -8%