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Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
1501
Triangle Securities Wealth Management
North Carolina
$842K +$16.2K +548 +2%
CIA
1502
Capital Impact Advisors
Massachusetts
$841K
MCA
1503
Mercer Capital Advisers
New Jersey
$840K +$325 +11 +0%
GHA
1504
GW Henssler & Associates
Georgia
$838K -$106K -3,576 -12%
CFA
1505
Camarda Financial Advisors
Florida
$837K +$66.8K +2,265 +10%
TIM
1506
Thompson Investment Management
Wisconsin
$834K -$974 -33 -0.1%
CWM
1507
Connecticut Wealth Management
Connecticut
$833K +$26.8K +908 +3%
BWM
1508
BigSur Wealth Management
Florida
$833K +$765K +25,924 New
CS
1509
Credential Securities
$831K -$26.5K -897 -3%
HJGA
1510
Hardman Johnston Global Advisors
Connecticut
$831K -$8.85K -300 -1%
IIC
1511
Integrated Investment Consultants
Michigan
$829K
NB
1512
Nicolet Bankshares
Wisconsin
$825K -$9.77K -331 -1%
CAM
1513
Concorde Asset Management
Michigan
$823K -$1.14M -38,789 -61%
SRC
1514
Shufro Rose & Co
New York
$823K -$78.4K -2,657 -9%
FSCM
1515
Front Street Capital Management
Montana
$823K
DWM
1516
Darwin Wealth Management
Florida
$823K +$28.1K +952 +4%
CWA
1517
Cypress Wealth Advisors
California
$821K -$10.4K -353 -1%
AFS
1518
Access Financial Services
Minnesota
$820K +$753K +25,517 New
IWA
1519
Inspirion Wealth Advisors
Illinois
$818K +$40.1K +1,360 +6%
MCWS
1520
McKinley Carter Wealth Services
West Virginia
$813K +$21.8K +738 +3%
GD
1521
Grandfield & Dodd
New York
$811K -$90.7K -3,074 -11%
SC
1522
Saybrook Capital
North Carolina
$811K +$220K +7,458 +42%
ROTUOC
1523
Regents of the University of California
California
$806K
MAM
1524
Mastrapasqua Asset Management
Tennessee
$803K +$8.68K +294 +1%
DLHL
1525
Donald L. Hagan LLC
Florida
$803K +$19.6K +665 +3%