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Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1501
Sentry Investment Management
Wisconsin
$1.02M +$91K +2,257 +10%
WCG
1502
Weaver Consulting Group
California
$1.02M +$78.6K +1,948 +9%
GLLW
1503
Graves Light Lenhart Wealth
Virginia
$1.02M -$18.7K -464 -2%
AFM
1504
Armstrong Fleming & Moore
District of Columbia
$1.02M +$22.7K +563 +2%
IFWM
1505
Institute for Wealth Management
Colorado
$1.01M -$51.5K -1,277 -5%
FHB
1506
First Hawaiian Bank
Hawaii
$1.01M +$171K +4,230 +21%
SDAM
1507
Shulman DeMeo Asset Management
New York
$1.01M +$2.26K +56 +0.2%
FSA
1508
Franklin Street Advisors
North Carolina
$1.01M -$45.9K -1,138 -5%
GC
1509
Gilbert & Cook
Iowa
$1.01M -$7.5K -186 -0.8%
GSIAS
1510
Garden State Investment Advisory Services
New Jersey
$1M +$30.7K +760 +3%
MFC
1511
Mechanics Financial Corp
Ohio
$1M +$14.5K +360 +2%
Cassaday & Co Wealth Management
1512
Cassaday & Co Wealth Management
Virginia
$1M +$78.1K +1,936 +9%
Quadrant Capital Group
1513
Quadrant Capital Group
Ohio
$997K +$50.9K +1,263 +6%
CoreCap Advisors
1514
CoreCap Advisors
Michigan
$997K +$258K +6,384 +37%
BSA
1515
Bull Street Advisors
Georgia
$996K -$45.2K -1,120 -5%
MWM
1516
Mascoma Wealth Management
New Hampshire
$995K -$470K -11,645 -33%
OCM
1517
Orleans Capital Management
Louisiana
$993K +$202 +5 +0%
FIM
1518
Freedom Investment Management
Connecticut
$991K -$20.1K -499 -2%
GJWM
1519
Gilliland Jeter Wealth Management
Arkansas
$989K -$311K -7,716 -25%
RPGK
1520
Retirement Planning Group (Kansas)
Kansas
$987K +$957K +23,717 New
CSC
1521
Caldwell Sutter Capital
California
$983K +$15.7K +390 +2%
KLCM
1522
KG&L Capital Management
Louisiana
$982K -$64.2K -1,592 -6%
Savvy Advisors Inc
1523
Savvy Advisors Inc
New York
$980K -$22.7K -564 -2%
IC
1524
Inscription Capital
Texas
$978K +$327K +8,097 +53%
NIM
1525
Northeast Investment Management
Massachusetts
$977K -$16.2K -401 -2%