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Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1576
Centric Wealth Management
Illinois
$3.14M +$321K +1,405 +12%
IFWM
1577
Institute for Wealth Management
Colorado
$3.14M -$1.14K -5 -0%
ARC
1578
Advisor Resource Council
Texas
$3.1M +$3.03M +13,266 New
CFA
1579
Carroll Financial Associates
North Carolina
$3.09M -$5.71K -25 -0.2%
HA
1580
Hamel Associates
New Jersey
$3.09M -$142K -621 -4%
HIM
1581
HawsGoodwin Investment Management
Tennessee
$3.09M +$35K +153 +1%
CA
1582
Cullinan Associates
Kentucky
$3.09M +$1.45M +6,329 +92%
KFP
1583
KMG Fiduciary Partners
Ohio
$3.08M +$77K +337 +3%
UAM
1584
Unison Asset Management
Florida
$3.08M
HPWM
1585
High Pines Wealth Management
Massachusetts
$3.07M -$72.7K -318 -2%
RDWM
1586
Red Door Wealth Management
Tennessee
$3.07M +$442K +1,932 +17%
RCAG
1587
Rehmann Capital Advisory Group
Michigan
$3.07M +$10.3K +45 +0.3%
BPM
1588
Bowling Portfolio Management
Ohio
$3.07M +$120K +527 +4%
WI
1589
WrapManager Inc
California
$3.07M +$59K +258 +2%
MF
1590
Manchester Financial
California
$3.05M -$4.12K -18 -0.1%
AO
1591
Advisor OS
Illinois
$3.05M +$3.2K +14 +0.1%
BHWM
1592
Bar Harbor Wealth Management
New Hampshire
$3.05M -$420K -1,835 -12%
PCMK
1593
Paragon Capital Management (Kansas)
Kansas
$3.04M -$34.1K -149 -1%
EA
1594
Ellsworth Advisors
Ohio
$3.04M +$46.6K +204 +2%
CG
1595
Cutler Group
California
$3.04M +$1M +4,394 +51%
BWAM
1596
Boyd Watterson Asset Management
Ohio
$3.04M +$2.74K +12 +0.1%
CAM
1597
Cubic Asset Management
Massachusetts
$3.03M
SC
1598
Savant Capital
Illinois
$3.03M +$40.7K +178 +1%
CNC
1599
Canandaigua National Corp
New York
$3.02M -$28.1K -123 -0.9%
CCT
1600
Country Club Trust
Missouri
$3.02M +$583K +2,550 +25%