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Name Holding Trade Value Shares
Change
Change in
Stake
FIM
1126
Frontier Investment Management
Texas
$436K +$103K +903 +33%
Jones Financial Companies
1127
Jones Financial Companies
Missouri
$435K +$46.6K +408 +13%
CT
1128
Chicago Trust
Illinois
$435K +$93.6K +820 +29%
KCM
1129
Kendall Capital Management
Maryland
$432K
SGI
1130
Summit Global Investments
Utah
$432K +$411K +3,601 New
IFWM
1131
Institute for Wealth Management
Colorado
$430K +$26.1K +229 +7%
TAM
1132
Tealwood Asset Management
Minnesota
$429K -$12.8K -112 -3%
LSAG
1133
Lake Street Advisors Group
New Hampshire
$429K +$2.4K +21 +0.6%
Rafferty Asset Management
1134
Rafferty Asset Management
New York
$426K +$405K +3,548 New
RGC
1135
Roberts, Glore & Co
Illinois
$425K -$3.42K -30 -0.8%
ZIC
1136
ZWJ Investment Counsel
Georgia
$422K -$146K -1,281 -27%
CM
1137
Columbus Macro
Pennsylvania
$418K -$122K -1,070 -23%
PWM
1138
Peterson Wealth Management
Nevada
$417K +$397K +3,480 New
Fisher Asset Management
1139
Fisher Asset Management
Washington
$416K +$97.6K +855 +33%
BP
1140
Ballentine Partners
Massachusetts
$415K -$104K -915 -21%
LWAC
1141
Laurel Wealth Advisors (California)
California
$415K -$12.8K -112 -3%
CCFM
1142
Clear Creek Financial Management
Washington
$415K +$84K +736 +27%
HS
1143
Haafor (Singapore)
Singapore
$414K -$848K -7,429 -68%
MCCP
1144
Mission Creek Capital Partners
California
$412K +$8.45K +74 +2%
FMT
1145
First Mercantile Trust
Tennessee
$411K -$651K -5,700 -62%
EF
1146
Empirical Finance
Pennsylvania
$411K +$48.2K +422 +14%
CG
1147
Corundum Group
Colorado
$410K -$40.6K -356 -9%
9WM
1148
9258 Wealth Management
Ohio
$410K -$14.4K -126 -4%
LWA
1149
Lenox Wealth Advisors
New York
$409K +$19.9K +174 +5%
GKWIM
1150
Gerber Kawasaki Wealth & Investment Management
California
$409K +$390K +3,416 New