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Name Holding Trade Value Shares
Change
Change in
Stake
FMP
1401
Financial Management Professionals
Texas
$396K +$58.4K +355 +17%
JSL
1402
JT Stratford LLC
Georgia
$396K -$43.6K -265 -10%
CT
1403
Caldwell Trust
Florida
$395K -$6.58K -40 -2%
AMBIA
1404
Allen Mooney & Barnes Investment Advisors
Georgia
$394K -$43.2K -263 -10%
Mill Creek Capital Advisors
1405
Mill Creek Capital Advisors
Pennsylvania
$392K +$4.6K +28 +1%
PWM
1406
Prentice Wealth Management
New York
$391K -$23.5K -143 -6%
HIC
1407
Holderness Investments Company
North Carolina
$391K +$493 +3 +0.1%
BCA
1408
Bay Colony Advisors
Massachusetts
$390K – – –
WC
1409
Westhampton Capital
North Carolina
$389K – – –
LA
1410
Lifeworks Advisors
Michigan
$389K -$99K -602 -20%
R.M. Davis Inc
1411
R.M. Davis Inc
Maine
$389K -$53.8K -327 -12%
CHP
1412
Cable Hill Partners
Oregon
$389K +$57.7K +351 +18%
TIMH
1413
Tilt Investment Management Holdings
New York
$387K +$51.1K +311 +15%
Geneos Wealth Management
1414
Geneos Wealth Management
Colorado
$387K -$22.2K -135 -5%
IFS
1415
Ifrah Financial Services
Arkansas
$385K -$8.06K -49 -2%
CIA
1416
Cladis Investment Advisory
Montana
$383K – – –
BAM
1417
BOS Asset Management
Illinois
$382K +$658 +4 +0.2%
BCM
1418
Bourgeon Capital Management
Connecticut
$381K – – –
LCM
1419
Lewis Capital Management
California
$381K – – –
LA
1420
Legacy Advisors
Pennsylvania
$379K +$28.4K +173 +8%
CWM
1421
Cahaba Wealth Management
Georgia
$378K +$12.7K +77 +3%
CRWM
1422
Castle Rock Wealth Management
California
$378K -$84.8K -516 -18%
NFSG
1423
Newbridge Financial Services Group
Florida
$377K -$7.56K -46 -2%
EWM
1424
Evermay Wealth Management
Virginia
$375K -$658 -4 -0.2%
SAM
1425
Sompo Asset Management
Japan
$373K +$18.1K +110 +5%