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Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1326
AUA Capital Management
Pennsylvania
$139K +$45.4K +750 +46%
RFM
1327
Royal Fund Management
Florida
$137K +$60 +1 +0%
KPCM
1328
Kings Point Capital Management
New York
$135K – – –
GBBWRPM
1329
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$131K -$25.6K -423 -16%
SIAS
1330
Shine Investment Advisory Services
Colorado
$128K +$133K +2,195 New
MBI
1331
Montrusco Bolton Investments
Quebec, Canada
$126K +$131K +2,164 New
VNA
1332
Valley National Advisers
Pennsylvania
$122K +$3.45K +57 +3%
CFG
1333
CKW Financial Group
Hawaii
$121K – – –
JCM
1334
Jacobi Capital Management
Pennsylvania
$116K +$7.8K +129 +7%
AOWM
1335
Alpha Omega Wealth Management
Virginia
$113K -$48.4K -800 -29%
SQA
1336
Simon Quick Advisors
New Jersey
$112K -$181K -2,996 -61%
SHJ
1337
Sharkey, Howes & Javer
Colorado
$112K +$9.07K +150 +8%
GI
1338
Gradient Investments
Minnesota
$111K +$2.78K +46 +2%
CIA
1339
Cascade Investment Advisors
Oregon
$109K – – –
DRS
1340
Deane Retirement Strategies
Louisiana
$105K – – –
EWM
1341
Endurance Wealth Management
Rhode Island
$105K – – –
CCA
1342
Catalyst Capital Advisors
New York
$99K – – –
SFPIA
1343
Stevens First Principles Investment Advisors
California
$99K – – –
TSW
1344
Thompson Siegel & Walmsley
Virginia
$98K -$37K -612 -27%
CFD
1345
Creative Financial Designs
Indiana
$98K -$9.07K -150 -8%
CPIG
1346
Chicago Partners Investment Group
Illinois
$97K +$55.4K +916 +115%
ABA
1347
American Beacon Advisors
Texas
$95K – – –
AIM
1348
Acrospire Investment Management
Illinois
$93K +$60.5K +1,000 +167%
AP
1349
Atwood & Palmer
Missouri
$89K -$20.1K -332 -18%
RFWA
1350
RPg Family Wealth Advisory
Massachusetts
$88.6K +$13.1K +217 +17%