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Name Holding Trade Value Shares
Change
Change in
Stake
TPA
1001
Trivium Point Advisory
Connecticut
$2.46M +$1.23M +26,154 +82%
DCM
1002
Donaldson Capital Management
Indiana
$2.46M +$446K +9,512 +20%
HAS
1003
HBW Advisory Services
California
$2.45M -$17K -363 -0.6%
A
1004
Allianz
Germany
$2.44M +$1.98M +42,139 +273%
KMWM
1005
Keudell/Morrison Wealth Management
Oregon
$2.44M +$254K +5,422 +10%
MWM
1006
Meridian Wealth Management
Kentucky
$2.43M +$69K +1,470 +3%
HCM
1007
Hillman Capital Management
Maryland
$2.42M -$363K -7,735 -12%
EIP
1008
Essential Investment Partners
Colorado
$2.42M +$16.4K +350 +0.6%
WWMSC
1009
Wagner Wealth Management (South Carolina)
South Carolina
$2.42M -$130K -2,768 -5%
PAWC
1010
P.A.W. Capital
Connecticut
$2.41M -$1.41M -30,150 -35%
GCA
1011
Greenwood Capital Associates
South Carolina
$2.4M -$37.1K -791 -1%
NSAM
1012
North Star Asset Management
Wisconsin
$2.4M -$337K -7,192 -11%
IF
1013
Intrua Financial
Texas
$2.4M -$16.6K -353 -0.6%
SC
1014
Stolper & Co
Oklahoma
$2.4M -$709K -15,114 -21%
ORG
1015
Optimist Retirement Group
Washington
$2.39M -$516 -11 -0%
IIC
1016
Ironwood Investment Counsel
Arizona
$2.39M +$175K +3,735 +7%
CWM
1017
Cornerstone Wealth Management
Missouri
$2.39M -$4.69K -100 -0.2%
RMC
1018
Resources Management Corp
Connecticut
$2.37M -$103K -2,197 -4%
FM
1019
Family Management
New York
$2.35M -$38.7K -826 -1%
LWP
1020
LFG Wealth Partners
Kentucky
$2.35M +$320K +6,827 +14%
PWMAG
1021
Pinnacle Wealth Management Advisory Group
New Jersey
$2.35M +$50.5K +1,076 +2%
ClearBridge Investments
1022
ClearBridge Investments
New York
$2.34M +$29.6K +631 +1%
A
1023
Argentarii
Ohio
$2.34M -$330K -7,024 -12%
CBA
1024
Coastal Bridge Advisors
Connecticut
$2.34M +$40.9K +872 +2%
BMA
1025
Brooks Moore & Associates
Tennessee
$2.33M -$22K -469 -0.8%