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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1876
Plante Moran Financial Advisors
Michigan
$437K -$132K -5,670 -22%
NWM
1877
Northwest Wealth Management
Iowa
$436K -$2.56K -110 -0.5%
HJGA
1878
Hardman Johnston Global Advisors
Connecticut
$434K
GAM
1879
Garrison Asset Management
Arkansas
$433K -$283K -12,155 -38%
BFG
1880
Bouchey Financial Group
New York
$433K -$7.71K -331 -2%
BI
1881
Ballast Inc
Kentucky
$433K +$5.33K +229 +1%
GIP
1882
Greatmark Investment Partners
Georgia
$430K -$17.3K -745 -4%
HFP
1883
Holistic Financial Partners
Indiana
$430K -$163 -7 -0%
AFM
1884
Andesa Financial Management
Pennsylvania
$430K +$271K +11,658 +142%
OSNBOA
1885
Old Second National Bank of Aurora
Illinois
$428K +$326 +14 +0.1%
IOOF
1886
Independent Order of Foresters
Ontario, Canada
$428K +$125K +5,389 +37%
PWM
1887
Paulson Wealth Management
Illinois
$427K +$106K +4,560 +33%
W
1888
Wealthquest
Ohio
$427K +$462K +19,847 New
SSW
1889
Smith Shellnut Wilson
Mississippi
$425K -$3.17K -136 -0.7%
PM
1890
Parametrica Management
Hong Kong
$425K +$459K +19,733 New
MFG
1891
Magnus Financial Group
New York
$424K +$458K +19,659 New
PO
1892
Private Ocean
California
$423K -$23.8K -1,022 -5%
MF
1893
Manchester Financial
California
$422K +$455K +19,566 New
MCIA
1894
Mountain Capital Investment Advisors
Colorado
$421K -$91.6K -3,934 -17%
AIA
1895
Alera Investment Advisors
Illinois
$421K +$455K +19,554 New
NVIM
1896
New Vernon Investment Management
Illinois
$420K +$81.2K +3,486 +22%
BCI
1897
Brinker Capital Investments
Pennsylvania
$419K +$62.8K +2,699 +16%
HI
1898
Harrington Investments
California
$418K -$19.1K -821 -4%
SCP
1899
Sandhill Capital Partners
New York
$418K +$451K +19,374 New
LF
1900
Lee Financial
Texas
$417K -$829K -35,629 -65%