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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
601
Schwartz Investment Counsel
Michigan
$604K
GP
602
Geneva Partners
Wisconsin
$598K +$523K +9,250 New
BIM
603
Baldwin Investment Management
Pennsylvania
$596K
Empower Advisory Group
604
Empower Advisory Group
Colorado
$594K -$15.4K -273 -3%
TC
605
Tacita Capital
Ontario, Canada
$594K +$520K +9,190 New
WDC
606
Woodward Diversified Capital
California
$591K +$517K +9,150 New
LCGC
607
Legacy Capital Group California
California
$589K +$516K +9,121 New
GRP
608
Global Retirement Partners
California
$588K +$11K +194 +2%
CIM
609
Confluence Investment Management
Missouri
$588K
QCM
610
Quantinno Capital Management
New York
$582K +$223K +3,941 +78%
ICP
611
Interchange Capital Partners
Pennsylvania
$581K -$71.4K -1,263 -11%
ECM
612
Evergreen Capital Management
Washington
$579K +$3.05K +54 +0.6%
AIM
613
Arcadia Investment Management
Michigan
$576K
PWM
614
Perigon Wealth Management
California
$567K -$91.3K -1,615 -16%
CAI
615
Capital Advisors Inc
Oklahoma
$564K +$24.8K +438 +5%
EAM
616
Evanson Asset Management
California
$558K +$29.3K +518 +6%
CI
617
Ceera Investments
Texas
$557K
SVWAG
618
Sound View Wealth Advisors Group
Georgia
$554K -$7.8K -138 -2%
RIA
619
Realta Investment Advisors
Delaware
$552K -$31.3K -553 -6%
KNW
620
Kesler Norman & Wride
Utah
$552K +$28.5K +505 +6%
MW
621
Marcum Wealth
Ohio
$552K +$64.7K +1,145 +15%
EPA
622
Element Pointe Advisors
Florida
$548K
MCM
623
Manchester Capital Management
Vermont
$547K -$54.3K -960 -10%
AWM
624
Axxcess Wealth Management
California
$546K -$91.8K -1,624 -16%
AC
625
Avestar Capital
New York
$546K +$2.77K +49 +0.6%