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Name Holding Trade Value Shares
Change
Change in
Stake
FC
1751
Family CFO
California
$802K +$25.9K +101 +3%
WPC
1752
White Pine Capital
Minnesota
$801K +$40.8K +159 +5%
WW
1753
Waterfront Wealth
Kansas
$801K +$514 +2 +0.1%
HWM
1754
Hemington Wealth Management
Virginia
$800K -$82.7K -322 -9%
RRCM
1755
Rappaport Reiches Capital Management
Illinois
$799K +$49.1K +191 +6%
BB
1756
Bell Bank
North Dakota
$799K +$115K +449 +16%
WC
1757
Woodstock Corp
Massachusetts
$798K – – –
HIS
1758
Horizon Investment Services
Indiana
$798K -$37.2K -145 -4%
WAM
1759
WNY Asset Management
New York
$798K +$124K +481 +18%
SOW
1760
State of Wyoming
Wyoming
$797K -$15.2K -59 -2%
KIG
1761
Kowal Investment Group
Wisconsin
$795K -$3.6K -14 -0.4%
ATIA
1762
American Trust Investment Advisors
New Hampshire
$794K +$10.3K +40 +1%
TC
1763
Telemus Capital
Michigan
$794K +$6.94K +27 +0.9%
RWM
1764
RBA Wealth Management
California
$792K -$283K -1,100 -26%
GWWM
1765
Great Waters Wealth Management
Minnesota
$792K +$9.25K +36 +1%
Capital Analysts LLC
1766
Capital Analysts LLC
Pennsylvania
$791K +$12.1K +47 +2%
FFG
1767
Frisch Financial Group
New York
$791K +$59.9K +233 +8%
Legacy Financial Group (Iowa)
1768
Legacy Financial Group (Iowa)
Iowa
$791K +$812K +3,161 New
HWA
1769
HHM Wealth Advisors
Tennessee
$790K -$7.71K -30 -0.9%
Associated Banc-Corp
1770
Associated Banc-Corp
Wisconsin
$790K -$9.25K -36 -1%
NRI
1771
NFP Retirement Inc
California
$790K +$111K +434 +16%
KWM
1772
KFG Wealth Management
Indiana
$790K +$19K +74 +2%
DBT
1773
Dubuque Bank & Trust
Iowa
$788K +$176K +687 +28%
CH
1774
Canton Hathaway
Rhode Island
$786K +$6.42K +25 +0.8%
PVAMC
1775
PPS&V Asset Management Consultants
Michigan
$785K – – –