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Name Holding Trade Value Shares
Change
Change in
Stake
EVC
1926
Eidelman Virant Capital
Missouri
$490K -$67K -200 -13%
SIC
1927
Samalin Investment Counsel
New York
$489K -$16.1K -48 -3%
VWA
1928
Visionary Wealth Advisors
Illinois
$488K +$50.3K +150 +12%
RWP
1929
RWA Wealth Partners
Massachusetts
$487K -$141K -422 -23%
SFG
1930
Sunburst Financial Group
Alabama
$487K +$18.1K +54 +4%
MWM
1931
Modera Wealth Management
New Jersey
$487K +$465K +1,388 New
NIM
1932
Northeast Investment Management
Massachusetts
$486K
NWM
1933
Northwest Wealth Management
Iowa
$485K
LFF
1934
Level Four Financial
Texas
$485K +$464K +1,383 New
IFG
1935
Investors Financial Group
Minnesota
$484K -$24.5K -73 -5%
WA
1936
Winfield Associates
Ohio
$483K
KFGK
1937
Keystone Financial Group (Kentucky)
Kentucky
$481K +$4.69K +14 +1%
ACP
1938
Arcus Capital Partners
Georgia
$481K +$460K +1,372 New
AF
1939
Aldebaran Financial
$480K +$4.02K +12 +0.9%
DIM
1940
Delta Investment Management
California
$480K +$33.2K +99 +8%
CRCM
1941
Corbett Road Capital Management
Virginia
$479K -$39.6K -118 -8%
IAMOG
1942
Investors Asset Management of Georgia
Georgia
$479K
SEIA
1943
Signature Estate & Investment Advisors
California
$478K -$17.4K -52 -4%
CAM
1944
CenterStar Asset Management
Illinois
$478K
MA
1945
MCF Advisors
Kentucky
$477K -$53.6K -160 -11%
FMW
1946
Farr Miller & Washington
District of Columbia
$475K +$50.3K +150 +12%
GIA
1947
Gladstone Institutional Advisory
Florida
$474K -$222K -661 -33%
FAM
1948
Formidable Asset Management
Ohio
$474K
RWM
1949
Reston Wealth Management
Virginia
$474K +$670 +2 +0.1%
CP
1950
Camelot Portfolios
Ohio
$474K +$101K +300 +28%