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Name Holding Trade Value Shares
Change
Change in
Stake
OLVIG
2276
Oliver Lagore Vanvalin Investment Group
Michigan
$991K +$105K +325 +15%
BPC
2277
Bearing Point Capital
Minnesota
$989K +$788K +2,448 New
LF
2278
LifeSteps Financial
California
$987K +$15.8K +49 +2%
VC
2279
Veery Capital
Delaware
$986K +$365K +1,134 +87%
BAM
2280
Bellevue Asset Management
Washington
$985K -$122K -380 -13%
WAM
2281
WNY Asset Management
New York
$984K -$146K -454 -16%
PMA
2282
Prudent Man Advisors
Illinois
$981K +$218K +678 +39%
BEW
2283
Burton Enright Welch
California
$981K +$9.65K +30 +1%
YCG
2284
Yeomans Consulting Group
Georgia
$980K +$781K +2,426 New
RWA
2285
Rooted Wealth Advisors
Illinois
$979K -$28.6K -89 -3%
IF
2286
Intrua Financial
Texas
$978K -$538K -1,671 -41%
WAM
2287
WealthTrust Asset Management
Florida
$977K +$2.9K +9 +0.4%
PAM
2288
Pegasus Asset Management
New York
$977K
BFIC
2289
Bedell Frazier Investment Counselling
California
$976K -$4.83K -15 -0.6%
BDF
2290
Black Diamond Financial
Maryland
$975K -$107K -332 -12%
EPA
2291
Element Pointe Advisors
Florida
$973K -$33.8K -105 -4%
NCM
2292
Novare Capital Management
North Carolina
$973K -$150K -467 -16%
CP
2293
Creekside Partners
California
$972K
CTB
2294
Country Trust Bank
Illinois
$970K
SOAMC
2295
Spirit of America Management Corp
New York
$969K +$32.2K +100 +4%
NEPPG
2296
New England Professional Planning Group
Rhode Island
$969K +$772K +2,400 New
NFA
2297
Northwest Financial Advisors
Virginia
$965K -$116K -360 -13%
WQ
2298
Wealth Quarterback
New Jersey
$963K -$3.54K -11 -0.5%
PCM
2299
Park Capital Management
Wisconsin
$962K +$766K +2,382 New
SFG
2300
Snider Financial Group
Washington
$962K +$766K +2,382 New