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Name Holding Trade Value Shares
Change
Change in
Stake
OMERS Administration Corp
1601
OMERS Administration Corp
Ontario, Canada
$765K – – –
OIA
1602
Optimum Investment Advisors
Illinois
$765K +$168K +963 +35%
WWM
1603
Windsor Wealth Management
Indiana
$765K +$78.3K +449 +12%
WSWA
1604
Warren Street Wealth Advisors
California
$765K +$32.6K +187 +5%
HP
1605
Hilltop Partners
Indiana
$764K +$6.98K +40 +1%
ATWA
1606
Arbor Trust Wealth Advisors
Michigan
$760K +$209K +1,197 +49%
RWA
1607
Ropes Wealth Advisors
Massachusetts
$757K -$7.15K -41 -1%
NRWA
1608
North Ridge Wealth Advisors
Oregon
$757K +$637K +3,650 New
SAM
1609
Sandbar Asset Management
United Kingdom
$756K +$77.1K +442 +14%
HBT
1610
Heartland Bank & Trust
Illinois
$755K +$635K +3,639 New
KAM
1611
Knightsbridge Asset Management
California
$754K +$49.7K +285 +9%
OGF
1612
Orin Green Financial
California
$754K +$349 +2 +0.1%
PFWA
1613
Paces Ferry Wealth Advisors
Georgia
$754K +$316K +1,809 +99%
BA
1614
Ballew Advisors
Mississippi
$751K -$17.3K -99 -3%
WAM
1615
WealthTrust Asset Management
Florida
$750K +$8.37K +48 +1%
SWM
1616
Stockman Wealth Management
Montana
$747K -$11.3K -65 -2%
HWM
1617
Hemington Wealth Management
Virginia
$746K +$31.7K +182 +5%
Truepoint Inc
1618
Truepoint Inc
Ohio
$745K +$20.9K +120 +3%
CPIA
1619
Cornell Pochily Investment Advisors
New York
$744K -$3.31K -19 -0.5%
NMG
1620
New Millennium Group
Utah
$744K +$263K +1,509 +73%
IA
1621
IFG Advisors
Missouri
$744K +$28.6K +164 +5%
FFG
1622
Frisch Financial Group
New York
$743K -$47.4K -272 -7%
DBIA
1623
Dumont & Blake Investment Advisors
New Jersey
$742K – – –
Pinnacle Financial Partners (Tennessee)
1624
Pinnacle Financial Partners (Tennessee)
Tennessee
$742K +$69.6K +399 +13%
FWM
1625
Finer Wealth Management
Massachusetts
$741K +$8.2K +47 +1%