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Name Holding Trade Value Shares
Change
Change in
Stake
CA
2101
Crumly & Associates
Illinois
$1.01M +$6.24K +126 +0.7%
SAM
2102
Security Asset Management
New York
$1.01M -$203K -4,088 -19%
LI
2103
Lafayette Investments
Maryland
$1.01M -$5.95K -120 -0.7%
AA
2104
Advisory Alpha
Michigan
$1.01M +$234K +4,723 +38%
CPA
2105
Capital Planning Advisors
California
$1.01M +$139K +2,814 +20%
CCFM
2106
Clear Creek Financial Management
Washington
$1.01M -$156K -3,155 -16%
ECG
2107
Edge Capital Group
Georgia
$1.01M -$16.5K -334 -2%
TF
2108
Trek Financial
Arizona
$1M -$107K -2,157 -11%
SFG
2109
StrategIQ Financial Group
Indiana
$1M +$504K +10,180 +149%
MCP
2110
Mirador Capital Partners
California
$1M -$252K -5,083 -23%
CA
2111
Calton & Associates
Florida
$1M -$186K -3,760 -18%
WCM
2112
Windsor Capital Management
Arizona
$1M +$7.58K +153 +0.9%
JFA
2113
JNBA Financial Advisors
Minnesota
$1M +$15.1K +304 +2%
CQS
2114
Credential Qtrade Securities
$993K +$752K +15,185 +933%
MFGM
2115
Marshall Financial Group (Maryland)
Maryland
$992K -$37.1K -749 -4%
LRIC
2116
Long Road Investment Counsel
Michigan
$990K
B
2117
Bridgeworth
Alabama
$990K +$71.3K +1,439 +9%
LFA
2118
Lauterbach Financial Advisors
Texas
$989K +$830K +16,749 New
SAS
2119
Sanford Advisory Services
Michigan
$986K +$49.3K +995 +6%
ZIG
2120
Zullo Investment Group
Pennsylvania
$983K +$825K +16,653 New
PCG
2121
Private Capital Group
Connecticut
$981K +$2.03K +41 +0.2%
ICP
2122
Ironvine Capital Partners
Nebraska
$980K
AWCI
2123
Alpine Woods Capital Investors
New York
$978K
GCM
2124
Gibraltar Capital Management
Oklahoma
$976K -$304K -6,141 -27%
FQ
2125
First Quadrant
California
$976K -$11.8K -239 -1%