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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1476
Secure Asset Management
Michigan
$1.23M +$228K +887 +22%
FNFDCM
1477
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.22M +$6.42K +25 +0.5%
SWA
1478
SOA Wealth Advisors
New York
$1.22M -$130K -505 -9%
PPG
1479
Peak Planning Group
Colorado
$1.21M +$81.9K +319 +7%
AIA
1480
AIMZ Investment Advisors
California
$1.21M – – –
MAG
1481
MRA Advisory Group
New Jersey
$1.21M +$726K +2,825 +140%
ZIMP
1482
Zimmermann Investment Management & Planning
Pennsylvania
$1.21M -$6.17K -24 -0.5%
4WM
1483
4J Wealth Management
Virginia
$1.21M – – –
RZH
1484
Relyea Zuckerberg Hanson
Connecticut
$1.2M +$66.5K +259 +6%
WQ
1485
Wealth Quarterback
New Jersey
$1.2M +$100K +391 +9%
PCM
1486
Pennsylvania Capital Management
Pennsylvania
$1.2M +$19.8K +77 +2%
HA
1487
Harfst & Associates
Wyoming
$1.2M -$176K -685 -12%
PW
1488
Peninsula Wealth
California
$1.2M +$95K +370 +7%
PIM
1489
Parker Investment Management
California
$1.2M -$1.54M -6,000 -56%
JF
1490
Joule Financial
Kentucky
$1.19M +$78.6K +306 +7%
Signature Estate & Investment Advisors
1491
Signature Estate & Investment Advisors
California
$1.19M +$31.9K +124 +3%
Annex Advisory Services
1492
Annex Advisory Services
Wisconsin
$1.19M +$19K +74 +2%
AWP
1493
Ascent Wealth Partners
New York
$1.19M -$3.08K -12 -0.3%
ACP
1494
Aveo Capital Partners
Colorado
$1.19M +$47.8K +186 +4%
CWA
1495
Cornerstone Wealth Advisors
Minnesota
$1.19M – – –
Meyer Handelman Company
1496
Meyer Handelman Company
New York
$1.19M – – –
Sax Wealth Advisors
1497
Sax Wealth Advisors
New Jersey
$1.19M +$36.7K +143 +3%
AFG
1498
Allegheny Financial Group
Pennsylvania
$1.19M +$724K +2,819 +147%
IAG
1499
Investmark Advisory Group
Connecticut
$1.18M – – –
SN
1500
Sittner & Nelson
Oregon
$1.18M +$5.14K +20 +0.4%