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Name Holding Trade Value Shares
Change
Change in
Stake
CCP
1301
Clarkston Capital Partners
Michigan
$713K
TFS
1302
Thoroughbred Financial Services
Tennessee
$713K +$74.4K +297 +11%
MSAM
1303
Moloney Securities Asset Management
Missouri
$709K +$80.2K +320 +12%
STAS
1304
Strong Tower Advisory Services
Minnesota
$705K +$746K +2,978 New
MCCP
1305
Mission Creek Capital Partners
California
$704K -$56.4K -225 -7%
BWA
1306
Bordeaux Wealth Advisors
California
$704K -$2.76K -11 -0.4%
PIM
1307
Profit Investment Management
Maryland
$703K -$50.1K -200 -6%
SIC
1308
Sigma Investment Counselors
Michigan
$702K +$4.51K +18 +0.6%
CWP
1309
CFM Wealth Partners
Texas
$699K +$11.3K +45 +1%
HWMG
1310
Hurlow Wealth Management Group
Indiana
$697K
HPC
1311
Hobart Private Capital
North Carolina
$695K -$27.8K -111 -4%
IEFM
1312
IQ EQ Fund Management
Ireland
$691K -$89.4K -357 -11%
SWM
1313
Salvus Wealth Management
New Jersey
$691K +$55.6K +222 +8%
BFC
1314
Bedel Financial Consulting
Indiana
$689K +$12.5K +50 +2%
GM
1315
Granger Management
New York
$688K
PCP
1316
Proficio Capital Partners
Massachusetts
$685K -$60.9K -243 -8%
ACP
1317
Aviance Capital Partners
Florida
$681K -$67.4K -269 -8%
TF
1318
Trek Financial
Arizona
$676K -$28.8K -115 -4%
TPW
1319
TL Private Wealth
Texas
$673K
HMS
1320
Hanseatic Management Services
New Mexico
$673K +$53.6K +214 +8%
BAM
1321
Beaumont Asset Management
Texas
$671K
FWCM
1322
Ferguson Wellman Capital Management
Oregon
$671K +$7.51K +30 +1%
FP
1323
Financial Perspectives
Minnesota
$670K -$7.01K -28 -0.9%
CBT
1324
CoreFirst Bank & Trust
Kansas
$669K
KA
1325
Kozak & Associates
Colorado
$669K +$634K +2,529 New