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Name Holding Trade Value Shares
Change
Change in
Stake
IWA
1526
Inspirion Wealth Advisors
Illinois
$756K -$43.4K -1,378 -5%
PWM
1527
Perigon Wealth Management
California
$755K -$4.44K -141 -0.6%
GHA
1528
GW Henssler & Associates
Georgia
$754K -$65.8K -2,090 -8%
MWP
1529
Moller Wealth Partners
$751K
GWS
1530
Glassman Wealth Services
Virginia
$747K -$10.5K -335 -1%
LTI
1531
Laffer Tengler Investments
Tennessee
$738K -$147K -4,658 -17%
TIM
1532
Thompson Investment Management
Wisconsin
$737K -$78.1K -2,482 -10%
CCA
1533
Cobblestone Capital Advisors
New York
$736K -$13.6K -432 -2%
IIC
1534
Integrated Investment Consultants
Michigan
$731K -$79.2K -2,516 -10%
RC
1535
Reik & Co
New York
$730K -$6.23K -198 -0.8%
OAM
1536
Occidental Asset Management
California
$727K -$9.03K -287 -1%
CYG
1537
Clean Yield Group
Vermont
$727K -$6.64K -211 -0.9%
MSTVIM
1538
Messner & Smith Theme Value Investment Management
California
$725K
AWM
1539
Affinity Wealth Management
Delaware
$725K +$6.11K +194 +0.8%
CAS
1540
Cue Advisory Services
Arizona
$725K +$28.2K +895 +4%
CGL
1541
Clarius Group LLC
Washington
$723K -$33.5K -1,066 -4%
FDCC
1542
Foster Dykema Cabot & Co
Massachusetts
$723K
CS
1543
Credential Securities
$722K -$90.4K -2,872 -11%
VCM
1544
Versant Capital Management
Arizona
$717K -$6.2K -197 -0.9%
NIM
1545
Nexus Investment Management
Ontario, Canada
$708K
RIM
1546
Rampart Investment Management
Connecticut
$706K +$708K +22,511 New
DBT
1547
Dubuque Bank & Trust
Iowa
$698K -$520K -16,518 -43%
SCG
1548
Sonata Capital Group
Washington
$698K
BMCM
1549
Bryn Mawr Capital Management
Pennsylvania
$698K +$15.6K +497 +2%
QAM
1550
QCI Asset Management
New York
$698K +$190K +6,037 +37%