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Name Holding Trade Value Shares
Change
Change in
Stake
PAM
1751
Peak Asset Management
Colorado
$800K -$20.8K -85 -3%
WWM
1752
WJ Wealth Management
Arizona
$799K -$490K -2,005 -43%
IWM
1753
Iams Wealth Management
Nebraska
$799K +$141K +576 +25%
AIM
1754
Acropolis Investment Management
Missouri
$798K +$35.5K +145 +4%
PTC
1755
Private Trust Company
Ohio
$798K +$16.9K +69 +2%
TC
1756
Truvestments Capital
Florida
$798K +$75.8K +310 +12%
PP
1757
Patten & Patten
Tennessee
$796K +$24.5K +100 +4%
CA
1758
Continuum Advisory
Idaho
$790K -$85.1K -348 -11%
SFO
1759
Stokes Family Office
Louisiana
$782K +$31.3K +128 +5%
MMCM
1760
Murphy & Mullick Capital Management
New York
$781K +$2.69K +11 +0.4%
RAG
1761
RIA Advisory Group
Iowa
$781K +$20.1K +82 +3%
GCP
1762
GSA Capital Partners
United Kingdom
$780K +$683K +2,792 New
PWG
1763
Portside Wealth Group
Utah
$776K +$17.6K +72 +3%
Financial Engines Advisors
1764
Financial Engines Advisors
California
$774K +$21.5K +88 +3%
MM
1765
MQS Management
New York
$772K +$676K +2,765 New
AAG
1766
Armstrong Advisory Group
Massachusetts
$770K +$66.8K +273 +11%
Curi RMB Capital
1767
Curi RMB Capital
Illinois
$770K +$69.2K +283 +11%
PWMG
1768
Pinnacle Wealth Management Group
Michigan
$768K – – –
PP
1769
Patron Partners
Texas
$763K +$262K +1,073 +65%
IP
1770
Ignite Planners
California
$763K +$30.1K +123 +5%
PWP
1771
Phillips Wealth Planners
Mississippi
$763K -$32.5K -133 -5%
Klingman & Associates
1772
Klingman & Associates
New York
$761K -$30.6K -125 -4%
SSA
1773
South Street Advisors
New York
$760K +$367K +1,500 +123%
TBT
1774
Texas Bank & Trust
Texas
$757K +$121K +495 +22%
BLC
1775
Brown, Lisle/Cummings
Rhode Island
$756K – – –