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Name Holding Trade Value Shares
Change
Change in
Stake
PSCM
1751
Per Stirling Capital Management
Texas
$803K -$173K -673 -17%
FC
1752
Family CFO
California
$802K +$25.9K +101 +3%
WPC
1753
White Pine Capital
Minnesota
$801K +$40.8K +159 +5%
WW
1754
Waterfront Wealth
Kansas
$801K +$514 +2 +0.1%
HWM
1755
Hemington Wealth Management
Virginia
$800K -$82.7K -322 -9%
RRCM
1756
Rappaport Reiches Capital Management
Illinois
$799K +$49.1K +191 +6%
BB
1757
Bell Bank
North Dakota
$799K +$115K +449 +16%
WC
1758
Woodstock Corp
Massachusetts
$798K
HIS
1759
Horizon Investment Services
Indiana
$798K -$37.2K -145 -4%
WAM
1760
WNY Asset Management
New York
$798K +$124K +481 +18%
SOW
1761
State of Wyoming
Wyoming
$797K -$15.2K -59 -2%
KIG
1762
Kowal Investment Group
Wisconsin
$795K -$3.6K -14 -0.4%
ATIA
1763
American Trust Investment Advisors
New Hampshire
$794K +$10.3K +40 +1%
TC
1764
Telemus Capital
Michigan
$794K +$6.94K +27 +0.9%
RWM
1765
RBA Wealth Management
California
$792K -$283K -1,100 -26%
GWWM
1766
Great Waters Wealth Management
Minnesota
$792K +$9.25K +36 +1%
CAL
1767
Capital Analysts LLC
Pennsylvania
$791K +$12.1K +47 +2%
FFG
1768
Frisch Financial Group
New York
$791K +$59.9K +233 +8%
Legacy Financial Group (Iowa)
1769
Legacy Financial Group (Iowa)
Iowa
$791K +$812K +3,161 New
HWA
1770
HHM Wealth Advisors
Tennessee
$790K -$7.71K -30 -0.9%
ABC
1771
Associated Banc-Corp
Wisconsin
$790K -$9.25K -36 -1%
NRI
1772
NFP Retirement Inc
California
$790K +$111K +434 +16%
KWM
1773
KFG Wealth Management
Indiana
$790K +$19K +74 +2%
DBT
1774
Dubuque Bank & Trust
Iowa
$788K +$176K +687 +28%
CH
1775
Canton Hathaway
Rhode Island
$786K +$6.42K +25 +0.8%