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Name Holding Trade Value Shares
Change
Change in
Stake
FIM
1526
Fernwood Investment Management
Massachusetts
$3.18M +$99.2K +423 +3%
LAIC
1527
Lederer & Associates Investment Counsel
California
$3.18M
FBT
1528
First Bankers Trust
Kentucky
$3.17M -$74.8K -319 -2%
1SB
1529
1ST Source Bank
Indiana
$3.17M +$53.7K +229 +2%
SIM
1530
Sentry Investment Management
Wisconsin
$3.17M -$899K -3,834 -21%
ECM
1531
Evergreen Capital Management
Washington
$3.17M +$466K +1,989 +16%
ATPW
1532
Ashton Thomas Private Wealth
Arizona
$3.15M +$551K +2,350 +20%
VWM
1533
Venturi Wealth Management
Texas
$3.14M -$341K -1,456 -9%
SC
1534
Savant Capital
Illinois
$3.14M +$272K +1,160 +9%
PFA
1535
Paradigm Financial Advisors
Missouri
$3.14M +$50.2K +214 +2%
CCM
1536
Canal Capital Management
Virginia
$3.14M +$100K +428 +3%
NCGI
1537
Next Century Growth Investors
Minnesota
$3.14M
RCM
1538
Regency Capital Management
Hawaii
$3.13M +$877K +3,741 +36%
CWM
1539
CMH Wealth Management
New Hampshire
$3.13M +$83.7K +357 +3%
AIA
1540
Angeles Investment Advisors
California
$3.12M +$805K +3,433 +32%
MSU
1541
Mizuho Securities USA
New York
$3.11M -$455K -1,940 -12%
IFWM
1542
Institute for Wealth Management
Colorado
$3.11M +$131K +558 +4%
FRA
1543
Front Row Advisors
California
$3.11M +$45.5K +194 +1%
SC
1544
Solstein Capital
California
$3.09M +$2.1M +8,944 +181%
PGIM
1545
Pacific Global Investment Management
California
$3.08M -$43.9K -187 -1%
AF
1546
Allworth Financial
California
$3.08M +$1.06M +4,515 +49%
NFG
1547
Next Financial Group
Texas
$3.07M +$356K +1,520 +12%
BDF
1548
Balasa Dinverno & Foltz
$3.07M +$79.3K +338 +3%
QFA
1549
Quattro Financial Advisors
Texas
$3.06M +$82.3K +351 +3%
PWPS
1550
Pinnacle Wealth Planning Services
Ohio
$3.06M +$3.22M +13,729 New