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Name Holding Trade Value Shares
Change
Change in
Stake
GFA
1026
Gallagher Fiduciary Advisors
Illinois
$758K -$3.78K -31 -0.6%
NAMP
1027
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$756K +$43.3K +355 +7%
RPCONE
1028
Retirement Planning Company of New England
Rhode Island
$755K +$117K +956 +22%
AIM
1029
Anchor Investment Management
South Carolina
$752K -$23.2K -190 -3%
WA1
1030
Wimmer Associates 1
California
$750K -$2.81K -23 -0.4%
MMM
1031
Mendel Money Management
Illinois
$745K +$6.1K +50 +1%
DWM
1032
Dechtman Wealth Management
Colorado
$742K +$5.13K +42 +0.8%
NEI
1033
Northwest & Ethical Investments
Ontario, Canada
$740K -$37.2K -305 -6%
WT
1034
Washington Trust
Rhode Island
$740K +$21K +172 +3%
WA
1035
WBH Advisory
Maryland
$738K -$6.1K -50 -1%
LDB
1036
Lee, Danner & Bass
Tennessee
$738K -$32.3K -265 -5%
EWM
1037
Executive Wealth Management
Michigan
$736K +$21.1K +173 +3%
CPA
1038
Court Place Advisors
Maryland
$734K +$25.4K +208 +4%
CCT
1039
Capital City Trust
Florida
$733K -$274K -2,246 -30%
TWP
1040
Tyche Wealth Partners
Texas
$730K +$625K +5,123 New
SIG
1041
Stonegate Investment Group
Alabama
$729K -$496K -4,063 -44%
DPIM
1042
Duff & Phelps Investment Management
Illinois
$727K
FAM
1043
Formidable Asset Management
Ohio
$725K +$113K +925 +22%
FCP
1044
Fidelis Capital Partners
Florida
$725K +$221K +1,810 +55%
MWA
1045
Moser Wealth Advisors
Washington
$722K -$67.1K -550 -10%
LWA
1046
Lineweaver Wealth Advisors
Ohio
$720K +$617K +5,052 New
SFI
1047
Siemens Fonds Invest
Germany
$720K +$145K +1,185 +31%
SWM
1048
SeaCrest Wealth Management
New York
$720K +$7.32K +60 +1%
PWMAG
1049
Pinnacle Wealth Management Advisory Group
New Jersey
$716K +$39.8K +326 +7%
EWA
1050
Encompass Wealth Advisors
Oregon
$716K