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Name Holding Trade Value Shares
Change
Change in
Stake
CI
1351
CX Institutional
Indiana
$599K -$51.1K -628 -8%
RPCONE
1352
Retirement Planning Company of New England
Rhode Island
$598K +$29.4K +361 +5%
FCP
1353
Fidelis Capital Partners
Florida
$598K -$257K -3,154 -28%
ME
1354
McIlrath & Eck
Washington
$596K -$99.8K -1,225 -14%
RMAM
1355
Raab & Moskowitz Asset Management
New Jersey
$594K +$54.8K +673 +10%
GIM
1356
Grassi Investment Management
California
$594K -$122K -1,500 -16%
SSWM
1357
Sheets Smith Wealth Management
North Carolina
$593K -$30.9K -380 -5%
PWP
1358
Precedent Wealth Partners
Texas
$592K +$72.9K +895 +13%
HAG
1359
HF Advisory Group
Maryland
$592K +$145K +1,785 +31%
NCFG
1360
New Century Financial Group
New Jersey
$591K +$186K +2,286 +43%
ST
1361
Smithfield Trust
Pennsylvania
$588K +$2.61K +32 +0.4%
WSFS
1362
Wilmington Savings Fund Society
Delaware
$585K -$54.6K -671 -8%
IWA
1363
Inspirion Wealth Advisors
Illinois
$584K +$11.4K +140 +2%
SJIM
1364
St. Johns Investment Management
Florida
$584K -$263K -3,231 -30%
TCM
1365
Traynor Capital Management
Pennsylvania
$584K +$92.3K +1,133 +18%
PWAM
1366
Pinnacle West Asset Management
Wyoming
$583K +$11K +135 +2%
NFA
1367
Northern Financial Advisors
Michigan
$583K -$1.63K -20 -0.3%
MI
1368
Motiv8 Investments
Florida
$582K +$154K +1,887 +34%
XF
1369
XML Financial
Maryland
$579K -$21.7K -267 -3%
CA
1370
Cambridge Advisors
Nebraska
$577K -$3.18K -39 -0.5%
FFM
1371
Forum Financial Management
Illinois
$575K +$1.71K +21 +0.3%
VWA
1372
Visionary Wealth Advisors
Illinois
$574K +$149K +1,824 +33%
CCA
1373
Cobblestone Capital Advisors
New York
$572K -$39.7K -487 -6%
FFWA
1374
FRG Family Wealth Advisors
Washington
$572K +$489 +6 +0.1%
JWM
1375
Jeppson Wealth Management
California
$572K +$77.9K +956 +15%