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Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
1351
Mark Sheptoff Financial Planning
Connecticut
$873K +$188K +1,850 +29%
AWM
1352
AE Wealth Management
Kansas
$867K +$135K +1,328 +19%
RHAM
1353
Round Hill Asset Management
California
$866K
FP
1354
Foundry Partners
Minnesota
$864K
IUHSA
1355
Itau Unibanco Holding S.A.
Brazil
$856K -$687K -6,774 -73%
HR
1356
Howe & Rusling
New York
$855K +$794K +7,826 +2,600%
BFM
1357
Boothbay Fund Management
New York
$852K -$935K -9,220 -53%
WI
1358
WrapManager Inc
California
$851K -$624K -6,156 -43%
GAG
1359
GM Advisory Group
New York
$851K -$1.62K -16 -0.2%
RS
1360
Robeco Schweiz
Switzerland
$849K +$489K +4,817 +146%
PFBT
1361
Parkside Financial Bank & Trust
Missouri
$848K -$4.46K -44 -0.5%
SFI
1362
SPC Financial Inc
Maryland
$845K -$33.6K -331 -4%
SCA
1363
Sage Capital Advisors
South Dakota
$845K +$7.4K +73 +0.9%
CA
1364
Callahan Advisors
Texas
$840K -$26.1K -257 -3%
MPI
1365
Mairs & Power Inc
Minnesota
$833K -$19.1K -188 -2%
MFW
1366
Mosaic Family Wealth
Missouri
$833K +$89.3K +880 +13%
GBT
1367
Grove Bank & Trust
Florida
$833K +$97K +956 +14%
UBG
1368
United Bank (Georgia)
Georgia
$830K +$3.14K +31 +0.4%
CFA
1369
Cahill Financial Advisors
Minnesota
$825K +$91.3K +900 +13%
WAM
1370
Weatherly Asset Management
California
$822K -$6.49K -64 -0.8%
DP
1371
Dearborn Partners
Illinois
$820K -$1.09M -10,742 -58%
MWM
1372
Meridian Wealth Management
Kentucky
$820K -$13.5K -133 -2%
RMAM
1373
Raab & Moskowitz Asset Management
New Jersey
$816K
AWA
1374
ARS Wealth Advisors
Florida
$816K +$55.6K +548 +8%
JFGIW
1375
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$812K -$8.82K -87 -1%