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Name Holding Trade Value Shares
Change
Change in
Stake
SGAM
1301
Smith Group Asset Management
Texas
$4.59M -$4.16M -19,765 -48%
AFWM
1302
AMJ Financial Wealth Management
Virginia
$4.58M +$4.56M +21,653 New
GGS
1303
Galvin Gaustad & Stein
Arizona
$4.57M +$338K +1,607 +8%
MCP
1304
Mirador Capital Partners
California
$4.57M +$348K +1,654 +8%
GIM
1305
Goelzer Investment Management
Indiana
$4.56M -$195K -925 -4%
WGCA
1306
Wolf Group Capital Advisors
Virginia
$4.55M -$817K -3,879 -15%
TCA
1307
Transcend Capital Advisors
New Jersey
$4.54M -$110K -521 -2%
NAM
1308
NorthCoast Asset Management
Connecticut
$4.54M +$1.72M +8,159 +61%
MCM
1309
Mitchell Capital Management
Kansas
$4.54M -$254K -1,209 -5%
MMG
1310
Monetary Management Group
Missouri
$4.52M -$274K -1,300 -6%
NG
1311
NWK Group
California
$4.52M -$57.5K -273 -1%
LWMM
1312
Legacy Wealth Management (Mississippi)
Mississippi
$4.51M +$52.2K +248 +1%
CNBTD
1313
Citizens National Bank Trust Department
Mississippi
$4.49M +$163K +775 +4%
Wealth Enhancement Advisory Services
1314
Wealth Enhancement Advisory Services
Minnesota
$4.48M +$419K +1,992 +11%
HAG
1315
HighPoint Advisor Group
Illinois
$4.48M +$340K +1,615 +9%
KA
1316
Kerrisdale Advisers
Florida
$4.48M
LSPW
1317
Lake Street Private Wealth
Illinois
$4.47M -$137K -650 -3%
CSA
1318
Cottage Street Advisors
Massachusetts
$4.47M -$84.4K -401 -2%
MMM
1319
Mendel Money Management
Illinois
$4.45M +$30.5K +145 +0.7%
HAIM
1320
Hunter Associates Investment Management
Pennsylvania
$4.45M +$55.4K +263 +1%
OCM
1321
Olstein Capital Management
New York
$4.45M
MCM
1322
Maryland Capital Management
Maryland
$4.44M -$12.6K -60 -0.3%
GW
1323
GW & Wade
Massachusetts
$4.44M +$1.74M +8,289 +65%
IMOV
1324
Investment Management of Virginia
Virginia
$4.44M +$53.3K +253 +1%
CPIG
1325
Chicago Partners Investment Group
Illinois
$4.41M +$240K +1,142 +6%