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Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1351
Strategic Investment Advisors
Michigan
$1.82M -$43.1K -189 -3%
CWM
1352
Cordatus Wealth Management
Pennsylvania
$1.82M +$32.4K +142 +2%
BC
1353
Burney Company
Virginia
$1.82M -$979K -4,295 -38%
VP
1354
Verum Partners
North Carolina
$1.81M +$79.6K +349 +5%
SAM
1355
SignalPoint Asset Management
Missouri
$1.81M -$49.7K -218 -3%
NAG
1356
Northstar Advisory Group
New Jersey
$1.81M -$764K -3,349 -33%
DI
1357
Diligent Investors
California
$1.81M +$65.5K +287 +4%
WE
1358
Wealth Effects
Massachusetts
$1.8M +$206K +905 +15%
NCGI
1359
Next Century Growth Investors
Minnesota
$1.8M +$257K +1,127 +20%
CCM
1360
Colorado Capital Management
Colorado
$1.8M -$37.6K -165 -2%
UWS
1361
Unique Wealth Strategies
Illinois
$1.79M -$187K -822 -11%
BFS
1362
Bard Financial Services
Connecticut
$1.79M -$5.7K -25 -0.4%
IWM
1363
Iams Wealth Management
Nebraska
$1.79M +$636K +2,789 +69%
PSP
1364
Principal Street Partners
Tennessee
$1.79M +$1.03M +4,529 +101%
KLI
1365
Kelman-Lazarov Inc
Tennessee
$1.79M +$14.1K +62 +0.9%
GIM
1366
Gold Investment Management
Alberta, Canada
$1.79M +$134K +588 +9%
GAM
1367
Grandview Asset Management
Pennsylvania
$1.78M +$4.11K +18 +0.3%
PSP
1368
Pacific Sage Partners
Washington
$1.78M +$35.3K +155 +2%
EC
1369
EdgeRock Capital
Colorado
$1.77M +$180K +791 +13%
GFA
1370
Gifford Fong Associates
California
$1.77M
ES
1371
Eagle Strategies
New York
$1.77M +$453K +1,985 +41%
AL
1372
Aspiriant LLC
California
$1.77M -$21.7K -95 -1%
FF
1373
Fluent Financial
Texas
$1.76M -$492K -2,158 -24%
PFA
1374
Pinnacle Family Advisors
Missouri
$1.76M -$1.14K -5 -0.1%
FIM
1375
Fernwood Investment Management
Massachusetts
$1.76M -$4.56K -20 -0.3%