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Name Holding Trade Value Shares
Change
Change in
Stake
WP
1501
WealthPLAN Partners
Nebraska
$963K -$755K -35,019 -44%
BRM
1502
Boston Research & Management
Massachusetts
$960K -$7.14K -331 -0.7%
IIM
1503
InTrack Investment Management
Vermont
$960K +$953K +44,183 New
CC
1504
Cypress Capital
Tennessee
$959K +$13.5K +625 +1%
MMG
1505
Monetary Management Group
Missouri
$959K +$69.8K +3,235 +8%
LDFR
1506
Lehman & Derafelo Financial Resources
Pennsylvania
$957K +$15.7K +727 +2%
DWM
1507
Dorchester Wealth Management
Quebec, Canada
$957K +$43.5K +2,015 +5%
DWM
1508
Dakota Wealth Management
Florida
$955K +$388K +17,982 +69%
Massachusetts Financial Services
1509
Massachusetts Financial Services
Massachusetts
$953K -$4.57M -211,784 -83%
NFG
1510
Nadler Financial Group
Illinois
$950K -$55.7K -2,581 -6%
AIC
1511
Archer Investment Corporation
Indiana
$949K -$77.1K -3,577 -8%
BG
1512
Berry Group
Massachusetts
$945K -$56.2K -2,608 -6%
MAM
1513
Meeder Asset Management
Ohio
$943K -$7.8M -361,603 -89%
CL
1514
Choreo LLC
Illinois
$943K +$17.3K +802 +2%
LWP
1515
Legacy Wealth Planning
Nevada
$942K +$7.7K +357 +0.8%
FMW
1516
Farr Miller & Washington
District of Columbia
$939K -$388K -17,972 -29%
ST
1517
Spinnaker Trust
Maine
$939K -$184K -8,536 -16%
LC
1518
Lavaca Capital
Texas
$936K
FNBOSM
1519
First National Bank of South Miami
Florida
$935K -$107K -4,946 -10%
KWMG
1520
King Wealth Management Group
Florida
$932K -$19.3K -895 -2%
NPF
1521
Norris Perne & French
Michigan
$932K +$3.88K +180 +0.4%
RTC
1522
Riverview Trust Company
Washington
$929K -$18K -833 -2%
CCP
1523
Cardan Capital Partners
Colorado
$925K -$1.45M -67,260 -61%
SAM
1524
Sawgrass Asset Management
Florida
$925K -$44.4K -2,057 -5%
RWM
1525
Ritholtz Wealth Management
New York
$923K -$138K -6,415 -13%