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Name Holding Trade Value Shares
Change
Change in
Stake
GIM
1351
Guardian Investment Management
California
$973K -$16.5K -600 -2%
WI
1352
WrapManager Inc
California
$973K +$46.9K +1,702 +5%
TAM
1353
Tealwood Asset Management
Minnesota
$971K -$3K -109 -0.3%
NCM
1354
Novare Capital Management
North Carolina
$971K +$7.99K +290 +0.9%
MAMG
1355
Milestone Asset Management Group
Connecticut
$970K +$138 +5 +0%
UFF
1356
USA Financial Formulas
Michigan
$968K -$236K -8,574 -20%
BA
1357
Bridgewater Advisors
New York
$968K +$54.6K +1,982 +6%
CS
1358
Capital Square
Tennessee
$968K -$60.6K -2,199 -6%
SPWG
1359
Syntegra Private Wealth Group
Missouri
$967K +$61.8K +2,244 +7%
CAC
1360
Certified Advisory Corp
Florida
$967K +$4.44K +161 +0.5%
AFM
1361
Armstrong Fleming & Moore
District of Columbia
$961K +$916K +33,222 New
Mount Yale Investment Advisors
1362
Mount Yale Investment Advisors
Colorado
$961K +$274K +9,926 +43%
Laurion Capital Management
1363
Laurion Capital Management
New York
$960K -$13.4K -485 -1%
NFG
1364
Nadler Financial Group
Illinois
$959K +$165 +6 +0%
PWAM
1365
Pinnacle West Asset Management
Wyoming
$957K -$48.3K -1,754 -5%
BAG
1366
Bridgewealth Advisory Group
California
$954K +$909K +32,970 New
SJIM
1367
St. Johns Investment Management
Florida
$950K +$43.5K +1,580 +5%
FWM
1368
Forza Wealth Management
Florida
$948K – – –
MFS
1369
Mattson Financial Services
Michigan
$943K +$898K +32,572 New
OWM
1370
Orca Wealth Management
Florida
$942K +$8.32K +302 +0.9%
NAS
1371
Nicolet Advisory Services
Wisconsin
$939K -$197K -7,139 -17%
Hills Bank & Trust
1372
Hills Bank & Trust
Iowa
$938K -$185K -6,709 -17%
KJWM
1373
Kiley Juergens Wealth Management
Washington
$937K +$496 +18 +0.1%
BCA
1374
Bay Colony Advisors
Massachusetts
$937K +$35.2K +1,279 +4%
LAM
1375
L2 Asset Management
Massachusetts
$934K +$50.1K +1,817 +6%