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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
1351
Sigma Investment Counselors
Michigan
$656K -$3.89K -18 -0.6%
HFS
1352
Hantz Financial Services
Michigan
$656K +$669K +3,092 New
WC
1353
Weil Company
California
$655K +$70.3K +325 +12%
CWP
1354
CFM Wealth Partners
Texas
$648K -$8.65K -40 -1%
SW
1355
SlateStone Wealth
Florida
$648K +$177K +817 +37%
HWMG
1356
Hurlow Wealth Management Group
Indiana
$647K
ZB
1357
Zions Bancorporation
Utah
$646K +$20.8K +96 +3%
MAG
1358
MRA Advisory Group
New Jersey
$644K +$26.4K +122 +4%
RPCONE
1359
Retirement Planning Company of New England
Rhode Island
$643K +$171K +792 +35%
GM
1360
Granger Management
New York
$642K
RIA
1361
Realta Investment Advisors
Delaware
$639K -$248K -1,144 -28%
HFA
1362
High Falls Advisors
New York
$637K +$173K +800 +36%
WFI
1363
West Family Investments
California
$634K +$103K +476 +19%
BAM
1364
Barrett Asset Management
New York
$633K +$191K +882 +42%
AIM
1365
Alhambra Investment Management
Florida
$628K
NWM
1366
Northwest Wealth Management
Iowa
$628K +$51.9K +240 +9%
KA
1367
Kozak & Associates
Colorado
$624K
KCM
1368
KRS Capital Management
Michigan
$623K +$216 +1 +0%
BAM
1369
Beaumont Asset Management
Texas
$622K
FWCM
1370
Ferguson Wellman Capital Management
Oregon
$622K +$6.92K +32 +1%
FP
1371
Financial Perspectives
Minnesota
$622K +$216 +1 +0%
H
1372
HoyleCohen
California
$621K +$18.2K +84 +3%
PIM
1373
Perpetual Investment Management
Australia
$620K +$75.5K +349 +14%
HIC
1374
Holderness Investments Company
North Carolina
$619K +$631K +2,916 New
CBT
1375
CoreFirst Bank & Trust
Kansas
$618K