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Name Holding Trade Value Shares
Change
Change in
Stake
TWP
1401
Tempus Wealth Planning
California
$1.19M +$285K +12,906 +33%
WFM
1402
Wolff Financial Management
Michigan
$1.18M +$16.6K +749 +1%
ST
1403
Somerset Trust
Pennsylvania
$1.18M -$90K -4,070 -7%
MCC
1404
Malaga Cove Capital
California
$1.18M -$376 -17 -0%
BSAM
1405
Blue Square Asset Management
New York
$1.17M +$56.1K +2,536 +5%
LOAMS
1406
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.17M +$289K +13,069 +34%
BMA
1407
Brooks Moore & Associates
Tennessee
$1.17M -$121K -5,457 -10%
RIM
1408
Redwood Investment Management
Arizona
$1.17M +$96.3K +4,355 +9%
ESB
1409
Essex Savings Bank
Connecticut
$1.16M -$71.5K -3,234 -6%
AIS
1410
AM Investment Strategies
Tennessee
$1.16M -$125K -5,671 -10%
TFA
1411
Teamwork Financial Advisors
Texas
$1.16M -$177K -8,010 -14%
RDWM
1412
Red Door Wealth Management
Tennessee
$1.16M -$17.7K -800 -2%
CA
1413
Continuum Advisory
Idaho
$1.16M -$81.9K -3,703 -7%
SAM
1414
Summit Asset Management
Tennessee
$1.16M +$17.6K +797 +2%
CFA
1415
Cahill Financial Advisors
Minnesota
$1.16M +$22.4K +1,013 +2%
FFWM
1416
Future Financial Wealth Management
Ohio
$1.15M +$37.7K +1,705 +4%
SAM
1417
SignalPoint Asset Management
Missouri
$1.15M +$181K +8,164 +19%
CTFG
1418
Capstone Triton Financial Group
Oklahoma
$1.15M +$706K +31,942 +174%
WAM
1419
Westport Asset Management
Connecticut
$1.14M
BAS
1420
Brown Advisory Securities
Maryland
$1.14M -$1.19M -53,801 -52%
LJAC
1421
L.J. Altfest & Co
New York
$1.14M -$46.5K -2,105 -4%
PLFAM
1422
Pineno Levin & Ford Asset Management
Virginia
$1.14M +$16.1K +728 +1%
WI
1423
WrapManager Inc
California
$1.14M -$339K -15,322 -24%
RWB
1424
RMR Wealth Builders
New Jersey
$1.13M +$683K +30,906 +166%
PWSG
1425
Pacific Wealth Strategies Group
California
$1.13M -$257K -11,628 -19%